Iron Horse Wealth Management’s Progressive PGR Stock Holding History

Iron Horse Wealth 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
2025 Q2	$6.41K	Hold	24	–	–	﹤0.01%	345
2025 Q1	$6.79K	Buy	24 +14	+140%	+$3.66K	﹤0.01%	316
2024 Q4	$2.49K	Hold	10	–	–	﹤0.01%	369
2024 Q3	$2.49K	Buy	10 +1	+11%	+$232	﹤0.01%	360
2024 Q2	$1.87K	Hold	9	–	–	﹤0.01%	363
2024 Q1	$1.85K	Buy	+9	New	+$1.67K	﹤0.01%	351
2023 Q4	–	Sell	-8	Closed	-$1.06K	–	514
2023 Q3	$1.06K	Buy	8 +2	+33%	+$263	﹤0.01%	423
2023 Q2	$826	Sell	6 -75	-93%	-$10.1K	﹤0.01%	274
2023 Q1	$11.7K	Buy	+81	New	+$11.2K	0.01%	151

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Iron Horse Wealth Management's PGR Position: Q2 2025 in Review

Iron Horse Wealth Management held its Progressive (PGR) position steady in Q2 2025 at 24 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Iron Horse Wealth Management first reported a position in PGR in Q1 2023 and has held it in 9 quarters since. The position peaked at $11.7K in Q1 2023. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

Iron Horse Wealth Management held 24 shares of Progressive worth $6.41K as of Q2 2025.
Iron Horse Wealth Management left its Progressive share count unchanged in Q2 2025.
Progressive made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #345 holding.
Iron Horse Wealth Management first reported a position in Progressive in Q1 2023 and has held it in 9 quarters since.
Iron Horse Wealth Management's Progressive position peaked at $11.7K in Q1 2023.
1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.