Globeflex Capital’s Progressive PGR Stock Holding History

Globeflex Capital’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	–	Sell	-61	Closed	-$15.5K	–	486
2024 Q3	$15.5K	Hold	61	–	–	﹤0.01%	417
2024 Q2	$12.7K	Hold	61	–	–	﹤0.01%	426
2024 Q1	$12.6K	Sell	61 -12	-16%	-$2.23K	﹤0.01%	433
2023 Q4	$11.6K	Sell	73 -11	-13%	-$1.72K	﹤0.01%	429
2023 Q3	$11.7K	Hold	84	–	–	﹤0.01%	424
2023 Q2	$11.1K	Hold	84	–	–	﹤0.01%	426
2023 Q1	$12K	Hold	84	–	–	﹤0.01%	430
2022 Q4	$10.9K	Sell	84 -8	-9%	-$1.01K	﹤0.01%	432
2022 Q3	$11K	Hold	92	–	–	﹤0.01%	439
2022 Q2	$11K	Sell	92 -21	-19%	-$2.38K	﹤0.01%	421
2022 Q1	$13K	Sell	113 -18	-14%	-$1.95K	﹤0.01%	419
2021 Q4	$13K	Buy	+131	New	+$12.5K	﹤0.01%	412
2021 Q2	–	Sell	-77	Closed	-$7K	–	484
2021 Q1	$7K	Hold	77	–	–	﹤0.01%	426
2020 Q4	$8K	Hold	77	–	–	﹤0.01%	437
2020 Q3	$7K	Hold	77	–	–	﹤0.01%	432
2020 Q2	$6K	Hold	77	–	–	﹤0.01%	459
2020 Q1	$6K	Hold	77	–	–	﹤0.01%	459
2019 Q4	$6K	Hold	77	–	–	﹤0.01%	466
2019 Q3	$6K	Hold	77	–	–	﹤0.01%	448
2019 Q2	$6K	Buy	+77	New	+$5.96K	﹤0.01%	441

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Globeflex Capital's PGR Position: Q4 2024 in Review

Globeflex Capital sold out of Progressive (PGR) in Q4 2024, closing a stake of 61 shares — an estimated $15.5K sold.

Globeflex Capital first reported a position in PGR in Q2 2019 and held it in 20 quarters. The position peaked at $15.5K in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

Globeflex Capital reported no remaining Progressive position as of Q4 2024 after selling out during the quarter.
Globeflex Capital sold 61 Progressive shares in Q4 2024, an estimated $15.5K.
Globeflex Capital first reported a position in Progressive in Q2 2019 and held it in 20 quarters.
Globeflex Capital's Progressive position peaked at $15.5K in Q3 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Globeflex Capital's 13F filing for Q4 2024, filed 10 Feb 2025.