Householder Group Estate & Retirement Specialist’s Progressive PGR Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-86	Closed	-$21K	–	1001
2024 Q3	$21K	Buy	86 +10	+13%	+$2.33K	0.01%	674
2024 Q2	$15K	Hold	76	–	–	﹤0.01%	735
2024 Q1	$15.8K	Hold	76	–	–	﹤0.01%	719
2023 Q4	$12K	Hold	76	–	–	﹤0.01%	731
2023 Q3	$10.6K	Buy	+76	New	+$10K	﹤0.01%	775
2023 Q1	$11K	Buy	+76	New	+$10.5K	﹤0.01%	787
2022 Q4	–	Sell	-76	Closed	-$8K	–	880
2022 Q3	$8K	Buy	+76	New	+$9.15K	﹤0.01%	786

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 $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Householder Group Estate & Retirement Specialist's PGR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Progressive (PGR) in Q4 2024, closing a stake of 86 shares — an estimated $21K sold.

Householder Group Estate & Retirement Specialist first reported a position in PGR in Q3 2022 and held it in 7 quarters. The position peaked at $21K in Q3 2024. 1,762 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Progressive position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 86 Progressive shares in Q4 2024, an estimated $21K.
Householder Group Estate & Retirement Specialist first reported a position in Progressive in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Progressive position peaked at $21K in Q3 2024.
1,762 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.