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Herr Investment Group’s Progressive PGR Stock Holding History

Herr Investment Group’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
Q2 		$1.04M Hold
5,000
– – 0.07% 50
2024
Q1 		$1.03M Hold
5,000
– – 0.27% 41
2023
Q4 		$796K Sell
5,000
-11,167
-69% -$1.75M 0.05% 59
2023
Q3 		$2.25M Buy
+16,167
New +$2.13M 0.17% 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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Herr Investment Group's PGR Position: Q2 2024 in Review

Herr Investment Group held its Progressive (PGR) position steady in Q2 2024 at 5,000 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #50.

Herr Investment Group first reported a position in PGR in Q3 2023 and has held it in 4 quarters since. The position peaked at $2.25M in Q3 2023. 1,523 funds tracked by Wall St. Rank hold PGR as of Q2 2024.

  • Herr Investment Group held 5,000 shares of Progressive worth $1.04M as of Q2 2024.
  • Herr Investment Group left its Progressive share count unchanged in Q2 2024.
  • Progressive made up 0.07% of Herr Investment Group's portfolio in Q2 2024, its #50 holding.
  • Herr Investment Group first reported a position in Progressive in Q3 2023 and has held it in 4 quarters since.
  • Herr Investment Group's Progressive position peaked at $2.25M in Q3 2023.
  • 1,523 funds tracked by Wall St. Rank held Progressive as of Q2 2024.

Based on Herr Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.