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IRON Financial’s Progressive PGR Stock Holding History

IRON Financial’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
Q1 		– Sell
-3,423
Closed -$820K – 131
2024
Q4 		$820K Buy
3,423
+116
+4% +$29.2K 0.46% 42
2024
Q3 		$839K Buy
+3,307
New +$769K 0.46% 41
2021
Q3 		– Sell
-5,280
Closed -$519K – 121
2021
Q2 		$519K Buy
5,280
+1,085
+26% +$107K 0.24% 54
2021
Q1 		$401K Buy
+4,195
New +$381K 0.21% 52

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

IRON Financial's PGR Position: Q1 2025 in Review

IRON Financial sold out of Progressive (PGR) in Q1 2025, closing a stake of 3,423 shares — an estimated $820K sold.

IRON Financial first reported a position in PGR in Q1 2021 and held it in 4 quarters. The position peaked at $839K in Q3 2024. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • IRON Financial reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
  • IRON Financial sold 3,423 Progressive shares in Q1 2025, an estimated $820K.
  • IRON Financial first reported a position in Progressive in Q1 2021 and held it in 4 quarters.
  • IRON Financial's Progressive position peaked at $839K in Q3 2024.
  • 1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on IRON Financial's 13F filing for Q1 2025, filed 25 Apr 2025.