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Freestone Capital Holdings’s Progressive PGR Stock Holding History

Freestone Capital Holdings’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
Q3 		– Sell
-1,082
Closed -$289K – 558
2025
Q2 		$289K Buy
1,082
+148
+16% +$40.6K 0.01% 367
2025
Q1 		$264K Buy
+934
New +$244K 0.01% 371
2022
Q2 		– Sell
-3,101
Closed -$353K – 545
2022
Q1 		$353K Buy
+3,101
New +$335K 0.01% 433
2021
Q1 		– Sell
-126
Closed -$12.5K – 911
2020
Q4 		$12.5K Hold
126
– – ﹤0.01% 812
2020
Q3 		$11.9K Buy
+126
New +$11.3K ﹤0.01% 717

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Freestone Capital Holdings's PGR Position: Q3 2025 in Review

Freestone Capital Holdings sold out of Progressive (PGR) in Q3 2025, closing a stake of 1,082 shares — an estimated $289K sold.

Freestone Capital Holdings first reported a position in PGR in Q3 2020 and held it in 5 quarters. The position peaked at $353K in Q1 2022. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Freestone Capital Holdings reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,082 Progressive shares in Q3 2025, an estimated $289K.
  • Freestone Capital Holdings first reported a position in Progressive in Q3 2020 and held it in 5 quarters.
  • Freestone Capital Holdings's Progressive position peaked at $353K in Q1 2022.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Freestone Capital Holdings's 13F filing for Q3 2025, filed 12 Nov 2025.