Halbert Hargrove Global Advisors’s Progressive PGR Stock Holding History

Halbert Hargrove Global 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
2025 Q4	–	Sell	-70	Closed	-$17.3K	–	645
2025 Q3	$17.3K	Buy	+70	New	+$17.3K	﹤0.01%	267
2025 Q2	–	Sell	-32	Closed	-$9.06K	–	559
2025 Q1	$9.06K	Buy	+32	New	+$8.37K	﹤0.01%	260
2023 Q2	–	Sell	-1,591	Closed	-$228K	–	153
2023 Q1	$228K	Buy	1,591 +31	+2%	+$4.27K	0.02%	147
2022 Q4	$202K	Buy	+1,560	New	+$198K	0.01%	158

Other funds holding PGR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Halbert Hargrove Global Advisors's PGR Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Progressive (PGR) in Q4 2025, closing a stake of 70 shares — an estimated $17.3K sold.

Halbert Hargrove Global Advisors first reported a position in PGR in Q4 2022 and held it in 4 quarters. The position peaked at $228K in Q1 2023. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

Halbert Hargrove Global Advisors reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 70 Progressive shares in Q4 2025, an estimated $17.3K.
Halbert Hargrove Global Advisors first reported a position in Progressive in Q4 2022 and held it in 4 quarters.
Halbert Hargrove Global Advisors's Progressive position peaked at $228K in Q1 2023.
1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.