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First Trust Investment Solutions’s Progressive PGR Stock Holding History

First Trust Investment Solutions’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
2024
Q3 		$6.89M Buy
27,151
+2,327
+9% +$541K 0.78% 34
2024
Q2 		$5.16M Sell
24,824
-1,333
-5% -$279K 0.73% 42
2024
Q1 		$5.41M Sell
26,157
-1,329
-5% -$247K 0.95% 33
2023
Q4 		$4.38M Buy
+27,486
New +$4.3M 0.91% 35

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Investment Solutions's PGR Position: Q3 2024 in Review

First Trust Investment Solutions increased its Progressive (PGR) stake by 9.4% in Q3 2024, buying an estimated $541K and bringing the position to 27,151 shares worth $6.89M. The position accounts for 0.78% of the portfolio, ranked #34.

First Trust Investment Solutions first reported a position in PGR in Q4 2023 and has held it in 4 quarters since. 1,653 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

  • First Trust Investment Solutions held 27,151 shares of Progressive worth $6.89M as of Q3 2024.
  • First Trust Investment Solutions bought 2,327 Progressive shares in Q3 2024, an estimated $541K.
  • Progressive made up 0.78% of First Trust Investment Solutions's portfolio in Q3 2024, its #34 holding.
  • First Trust Investment Solutions first reported a position in Progressive in Q4 2023 and has held it in 4 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.