Equitable Trust’s Progressive PGR Stock Holding History

Equitable Trust’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
2025 Q1	–	Sell	-924	Closed	-$221K	–	482
2024 Q4	$221K	Buy	924 +79	+9%	+$19.9K	0.01%	449
2024 Q3	$214K	Buy	+845	New	+$196K	0.01%	430

Other funds holding PGR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Equitable Trust's PGR Position: Q1 2025 in Review

Equitable Trust sold out of Progressive (PGR) in Q1 2025, closing a stake of 924 shares — an estimated $221K sold.

Equitable Trust first reported a position in PGR in Q3 2024 and held it in 2 quarters. The position peaked at $221K in Q4 2024. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

Equitable Trust reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
Equitable Trust sold 924 Progressive shares in Q1 2025, an estimated $221K.
Equitable Trust first reported a position in Progressive in Q3 2024 and held it in 2 quarters.
Equitable Trust's Progressive position peaked at $221K in Q4 2024.
1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Equitable Trust's 13F filing for Q1 2025, filed 25 Apr 2025.