Heck Capital Advisors’s Progressive PGR Stock Holding History

Heck Capital 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 Q1	–	Sell	-100	Closed	-$24K	–	632
2024 Q4	$24K	Buy	+100	New	+$25.2K	﹤0.01%	454

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Heck Capital Advisors's PGR Position: Q1 2025 in Review

Heck Capital Advisors sold out of Progressive (PGR) in Q1 2025, closing a stake of 100 shares — an estimated $24K sold.

Heck Capital Advisors first reported a position in PGR in Q4 2024 and held it in 1 quarter. The position peaked at $24K in Q4 2024. 1,846 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

Heck Capital Advisors reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 100 Progressive shares in Q1 2025, an estimated $24K.
Heck Capital Advisors first reported a position in Progressive in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Progressive position peaked at $24K in Q4 2024.
1,846 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.