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Institutional & Family Asset Management’s Progressive PGR Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$8.1K Sell
39
-18
-32% -$3.77K ﹤0.01% 443
2024
Q1 		$11.8K Sell
57
-16
-22% -$2.97K ﹤0.01% 391
2023
Q4 		$11.6K Hold
73
– – ﹤0.01% 373
2023
Q3 		$10.2K Buy
73
+41
+128% +$5.39K ﹤0.01% 373
2023
Q2 		$4.24K Buy
32
+19
+146% +$2.55K ﹤0.01% 498
2023
Q1 		$1.86K Hold
13
– – ﹤0.01% 572
2022
Q4 		$1.69K Hold
13
– – ﹤0.01% 565
2022
Q3 		$2K Buy
+13
New +$1.56K ﹤0.01% 598
2021
Q4 		– Sell
-54
Closed -$5K – 893
2021
Q3 		$5K Hold
54
– – ﹤0.01% 670
2021
Q2 		$5K Sell
54
-204
-79% -$20.2K ﹤0.01% 714
2021
Q1 		$25K Sell
258
-25
-9% -$2.27K ﹤0.01% 463
2020
Q4 		$28K Hold
283
– – 0.01% 401
2020
Q3 		$27K Sell
283
-2,145
-88% -$193K 0.01% 364
2020
Q2 		$195K Buy
2,428
+225
+10% +$17.6K 0.04% 177
2020
Q1 		$163K Buy
2,203
+1,118
+103% +$86.2K 0.04% 165
2019
Q4 		$79K Sell
1,085
-25
-2% -$1.8K 0.02% 277
2019
Q3 		$86K Buy
1,110
+1,086
+4,525% +$85.4K 0.02% 235
2019
Q2 		$2K Buy
+24
New +$1.86K ﹤0.01% 729

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

Institutional & Family Asset Management's PGR Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Progressive (PGR) stake by 32% in Q2 2024, selling an estimated $3.77K and leaving 39 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Institutional & Family Asset Management first reported a position in PGR in Q2 2019 and has held it in 18 quarters since. The position peaked at $195K in Q2 2020. 1,524 funds tracked by Wall St. Rank hold PGR as of Q2 2024.

  • Institutional & Family Asset Management held 39 shares of Progressive worth $8.1K as of Q2 2024.
  • Institutional & Family Asset Management sold 18 Progressive shares in Q2 2024, an estimated $3.77K.
  • Progressive made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #443 holding.
  • Institutional & Family Asset Management first reported a position in Progressive in Q2 2019 and has held it in 18 quarters since.
  • Institutional & Family Asset Management's Progressive position peaked at $195K in Q2 2020.
  • 1,524 funds tracked by Wall St. Rank held Progressive as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.