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Gitterman Wealth Management’s Progressive PGR Stock Holding History

Gitterman Wealth 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
2025
Q3 		– Sell
-676
Closed -$180K – 277
2025
Q2 		$180K Buy
+676
New +$185K 0.04% 165

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

Gitterman Wealth Management's PGR Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Progressive (PGR) in Q3 2025, closing a stake of 676 shares — an estimated $180K sold.

Gitterman Wealth Management first reported a position in PGR in Q2 2025 and held it in 1 quarter. The position peaked at $180K in Q2 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 676 Progressive shares in Q3 2025, an estimated $180K.
  • Gitterman Wealth Management first reported a position in Progressive in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Progressive position peaked at $180K in Q2 2025.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.