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Hemington Wealth Management’s Progressive PGR Stock Holding History

Hemington 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 		$215K Sell
874
-18
-2% -$4.44K 0.03% 137
2025
Q2 		$238K Sell
892
-15
-2% -$4.11K 0.03% 115
2025
Q1 		$256K Buy
907
+50
+6% +$13.1K 0.04% 110
2024
Q4 		$205K Buy
857
+36
+4% +$9.06K 0.05% 118
2024
Q3 		$199K Buy
+821
New +$191K 0.05% 120

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

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

Hemington Wealth Management reduced its Progressive (PGR) stake by 2% in Q3 2025, selling an estimated $4.44K and leaving 874 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #137.

Hemington Wealth Management first reported a position in PGR in Q3 2024 and has held it in 5 quarters since. The position peaked at $256K in Q1 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Hemington Wealth Management held 874 shares of Progressive worth $215K as of Q3 2025.
  • Hemington Wealth Management sold 18 Progressive shares in Q3 2025, an estimated $4.44K.
  • Progressive made up 0.03% of Hemington Wealth Management's portfolio in Q3 2025, its #137 holding.
  • Hemington Wealth Management first reported a position in Progressive in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Progressive position peaked at $256K in Q1 2025.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.