Endurance Wealth Management’s Progressive PGR Stock Holding History

Endurance Wealth Management’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$212K	Hold	1,600	–	–	0.03%	191
2023 Q1	$229K	Buy	1,600 +1,500	+1,500%	+$207K	0.03%	181
2022 Q4	$13K	Hold	100	–	–	﹤0.01%	456
2022 Q3	$12K	Hold	100	–	–	﹤0.01%	463
2022 Q2	$12K	Hold	100	–	–	﹤0.01%	474
2022 Q1	$11K	Sell	100 -23	-19%	-$2.49K	﹤0.01%	508
2021 Q4	$13K	Hold	123	–	–	﹤0.01%	481
2021 Q3	$11K	Hold	123	–	–	﹤0.01%	515
2021 Q2	$12K	Hold	123	–	–	﹤0.01%	506
2021 Q1	$12K	Hold	123	–	–	﹤0.01%	511
2020 Q4	$12K	Hold	123	–	–	﹤0.01%	475
2020 Q3	$12K	Hold	123	–	–	﹤0.01%	448
2020 Q2	$10K	Hold	123	–	–	﹤0.01%	465
2020 Q1	$9K	Buy	123 +23	+23%	+$1.77K	﹤0.01%	435
2019 Q4	$7K	Hold	100	–	–	﹤0.01%	442
2019 Q3	$8K	Hold	100	–	–	﹤0.01%	434
2019 Q2	$8K	Hold	100	–	–	﹤0.01%	396
2019 Q1	$7K	Hold	100	–	–	﹤0.01%	403
2018 Q4	$6K	Hold	100	–	–	﹤0.01%	405
2018 Q3	$7K	Hold	100	–	–	﹤0.01%	417
2018 Q2	$6K	Hold	100	–	–	﹤0.01%	430
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	455
2017 Q4	$6K	Hold	100	–	–	﹤0.01%	443
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	440
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	454
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	458
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	442
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	456
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	448
2016 Q1	$4K	Sell	100 -120	-55%	-$3.84K	﹤0.01%	442
2015 Q4	$7K	Hold	220	–	–	﹤0.01%	434
2015 Q3	$7K	Sell	220 -750	-77%	-$22.7K	﹤0.01%	434
2015 Q2	$27K	Buy	+970	New	+$26.4K	﹤0.01%	332

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Endurance Wealth Management's PGR Position: Q2 2023 in Review

Endurance Wealth Management held its Progressive (PGR) position steady in Q2 2023 at 1,600 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #191.

Endurance Wealth Management first reported a position in PGR in Q2 2015 and has held it in 33 quarters since. The position peaked at $229K in Q1 2023. 1,180 funds tracked by Wall St. Rank hold PGR as of Q2 2023.

Endurance Wealth Management held 1,600 shares of Progressive worth $212K as of Q2 2023.
Endurance Wealth Management left its Progressive share count unchanged in Q2 2023.
Progressive made up 0.03% of Endurance Wealth Management's portfolio in Q2 2023, its #191 holding.
Endurance Wealth Management first reported a position in Progressive in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's Progressive position peaked at $229K in Q1 2023.
1,180 funds tracked by Wall St. Rank held Progressive as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.