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Geller Advisors’s Progressive PGR Stock Holding History

Geller Advisors’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
Q4 		$1.71M Sell
7,129
-46
-0.6% -$11.6K 0.11% 47
2024
Q3 		$1.82M Buy
7,175
+53
+0.7% +$12.3K 0.13% 45
2024
Q2 		$1.48M Buy
7,122
+1,159
+19% +$243K 0.11% 51
2024
Q1 		$1.23M Buy
5,963
+3,732
+167% +$692K 0.1% 60
2023
Q4 		$355K Sell
2,231
-62
-3% -$9.71K 0.03% 175
2023
Q3 		$319K Buy
2,293
+310
+16% +$40.8K 0.04% 179
2023
Q2 		$262K Buy
+1,983
New +$266K 0.03% 209

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Geller Advisors's PGR Position: Q4 2024 in Review

Geller Advisors reduced its Progressive (PGR) stake by 0.64% in Q4 2024, selling an estimated $11.6K and leaving 7,129 shares worth $1.71M. The position accounts for 0.11% of the portfolio, ranked #47.

Geller Advisors first reported a position in PGR in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.82M in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

  • Geller Advisors held 7,129 shares of Progressive worth $1.71M as of Q4 2024.
  • Geller Advisors sold 46 Progressive shares in Q4 2024, an estimated $11.6K.
  • Progressive made up 0.11% of Geller Advisors's portfolio in Q4 2024, its #47 holding.
  • Geller Advisors first reported a position in Progressive in Q2 2023 and has held it in 7 quarters since.
  • Geller Advisors's Progressive position peaked at $1.82M in Q3 2024.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.