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Hartmann Taylor Wealth Management’s Progressive PGR Stock Holding History

Hartmann Taylor 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
Q2 		– Sell
-934
Closed -$264K – 55
2025
Q1 		$264K Buy
+934
New +$244K 0.24% 41

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Hartmann Taylor Wealth Management's PGR Position: Q2 2025 in Review

Hartmann Taylor Wealth Management sold out of Progressive (PGR) in Q2 2025, closing a stake of 934 shares — an estimated $264K sold.

Hartmann Taylor Wealth Management first reported a position in PGR in Q1 2025 and held it in 1 quarter. The position peaked at $264K in Q1 2025. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Hartmann Taylor Wealth Management reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
  • Hartmann Taylor Wealth Management sold 934 Progressive shares in Q2 2025, an estimated $264K.
  • Hartmann Taylor Wealth Management first reported a position in Progressive in Q1 2025 and held it in 1 quarter.
  • Hartmann Taylor Wealth Management's Progressive position peaked at $264K in Q1 2025.
  • 1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.