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Fiduciary Planning’s Progressive PGR Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-1,308
Closed -$370K – 80
2025
Q1 		$370K Hold
1,308
– – 0.12% 59
2024
Q4 		$313K Sell
1,308
-8
-0.6% -$2.01K 0.1% 63
2024
Q3 		$334K Buy
1,316
+9
+0.7% +$2.09K 0.11% 51
2024
Q2 		$271K Sell
1,307
-9
-0.7% -$1.88K 0.1% 55
2024
Q1 		$272K Sell
1,316
-62
-4% -$11.5K 0.1% 49
2023
Q4 		$219K Sell
1,378
-3,970
-74% -$622K 0.09% 52
2023
Q3 		$745K Sell
5,348
-2,384
-31% -$314K 0.35% 44
2023
Q2 		$1.02M Buy
7,732
+157
+2% +$21K 0.47% 28
2023
Q1 		$1.08M Buy
+7,575
New +$1.04M 0.51% 22

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fiduciary Planning's PGR Position: Q2 2025 in Review

Fiduciary Planning sold out of Progressive (PGR) in Q2 2025, closing a stake of 1,308 shares — an estimated $370K sold.

Fiduciary Planning first reported a position in PGR in Q1 2023 and held it in 9 quarters. The position peaked at $1.08M in Q1 2023. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Fiduciary Planning reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
  • Fiduciary Planning sold 1,308 Progressive shares in Q2 2025, an estimated $370K.
  • Fiduciary Planning first reported a position in Progressive in Q1 2023 and held it in 9 quarters.
  • Fiduciary Planning's Progressive position peaked at $1.08M in Q1 2023.
  • 1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Fiduciary Planning's 13F filing for Q2 2025, filed 30 Jul 2025.