FIM
PGR icon

Freedom Investment Management’s Progressive PGR Stock Holding History

Freedom Investment 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
2024
Q1 		– Sell
-1,637
Closed -$261K – 824
2023
Q4 		$261K Sell
1,637
-379
-19% -$59.3K 0.02% 636
2023
Q3 		$281K Sell
2,016
-1,203
-37% -$158K 0.03% 527
2023
Q2 		$426K Sell
3,219
-592
-16% -$79.4K 0.05% 443
2023
Q1 		$545K Sell
3,811
-172
-4% -$23.7K 0.06% 379
2022
Q4 		$517K Buy
3,983
+134
+3% +$17K 0.06% 412
2022
Q3 		$447K Buy
3,849
+4
+0.1% +$482 0.05% 456
2022
Q2 		$447K Buy
3,845
+145
+4% +$16.4K 0.05% 490
2022
Q1 		$422K Sell
3,700
-343
-8% -$37.1K 0.04% 518
2021
Q4 		$415K Sell
4,043
-92
-2% -$8.78K 0.03% 584
2021
Q3 		$374K Sell
4,135
-240
-5% -$22.9K 0.03% 587
2021
Q2 		$430K Buy
4,375
+102
+2% +$10.1K 0.03% 584
2021
Q1 		$409K Buy
4,273
+577
+16% +$52.4K 0.03% 586
2020
Q4 		$365K Sell
3,696
-1,883
-34% -$178K 0.04% 424
2020
Q3 		$528K Buy
5,579
+1,361
+32% +$122K 0.06% 280
2020
Q2 		$338K Buy
4,218
+887
+27% +$69.2K 0.04% 375
2020
Q1 		$277K Sell
3,331
-3,697
-53% -$285K 0.02% 531
2019
Q4 		$509K Sell
7,028
-988
-12% -$71.2K 0.04% 346
2019
Q3 		$619K Buy
8,016
+98
+1% +$7.71K 0.05% 309
2019
Q2 		$633K Buy
7,918
+890
+13% +$68.8K 0.05% 310
2019
Q1 		$507K Buy
7,028
+1,793
+34% +$123K 0.04% 378
2018
Q4 		$316K Sell
5,235
-900
-15% -$59.9K 0.02% 558
2018
Q3 		$420K Buy
6,135
+2,258
+58% +$145K 0.03% 599
2018
Q2 		$229K Sell
3,877
-7,906
-67% -$484K 0.01% 848
2018
Q1 		$718K Buy
11,783
+2,154
+22% +$123K 0.04% 483
2017
Q4 		$542K Buy
+9,629
New +$498K 0.03% 598
2017
Q1 		– Sell
-25,760
Closed -$914K – 1104
2016
Q4 		$914K Buy
25,760
+8,966
+53% +$296K 0.06% 272
2016
Q3 		$529K Buy
16,794
+2,488
+17% +$81K 0.03% 430
2016
Q2 		$479K Buy
+14,306
New +$473K 0.03% 427

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Freedom Investment Management's PGR Position: Q1 2024 in Review

Freedom Investment Management sold out of Progressive (PGR) in Q1 2024, closing a stake of 1,637 shares — an estimated $261K sold.

Freedom Investment Management first reported a position in PGR in Q2 2016 and held it in 28 quarters. The position peaked at $914K in Q4 2016. 1,459 funds tracked by Wall St. Rank hold PGR as of Q1 2024.

  • Freedom Investment Management reported no remaining Progressive position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 1,637 Progressive shares in Q1 2024, an estimated $261K.
  • Freedom Investment Management first reported a position in Progressive in Q2 2016 and held it in 28 quarters.
  • Freedom Investment Management's Progressive position peaked at $914K in Q4 2016.
  • 1,459 funds tracked by Wall St. Rank held Progressive as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.