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Insight Wealth Strategies’s Progressive PGR Stock Holding History

Insight Wealth Strategies’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
2022
Q4 		– Sell
-14,306
Closed -$1.66M – 146
2022
Q3 		$1.66M Hold
14,306
– – 0.31% 46
2022
Q2 		$1.66M Sell
14,306
-284
-2% -$32.2K 0.31% 46
2022
Q1 		$1.66M Buy
14,590
+1,605
+12% +$174K 0.25% 67
2021
Q4 		$1.33M Buy
12,985
+2,338
+22% +$223K 0.19% 83
2021
Q3 		$962K Buy
10,647
+770
+8% +$73.4K 0.14% 104
2021
Q2 		$970K Buy
9,877
+102
+1% +$10.1K 0.14% 102
2021
Q1 		$935K Buy
+9,775
New +$888K 0.13% 107
2019
Q4 		– Sell
-5,761
Closed -$445K – 208
2019
Q3 		$445K Buy
+5,761
New +$453K 0.1% 128

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Insight Wealth Strategies's PGR Position: Q4 2022 in Review

Insight Wealth Strategies sold out of Progressive (PGR) in Q4 2022, closing a stake of 14,306 shares — an estimated $1.66M sold.

Insight Wealth Strategies first reported a position in PGR in Q3 2019 and held it in 8 quarters. The position peaked at $1.66M in Q3 2022. 1,171 funds tracked by Wall St. Rank hold PGR as of Q4 2022.

  • Insight Wealth Strategies reported no remaining Progressive position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 14,306 Progressive shares in Q4 2022, an estimated $1.66M.
  • Insight Wealth Strategies first reported a position in Progressive in Q3 2019 and held it in 8 quarters.
  • Insight Wealth Strategies's Progressive position peaked at $1.66M in Q3 2022.
  • 1,171 funds tracked by Wall St. Rank held Progressive as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.