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Jackson Wealth Management’s Progressive PGR Stock Holding History

Jackson 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
Q1 		– Sell
-1,996
Closed -$478K – 174
2024
Q4 		$478K Buy
1,996
+887
+80% +$223K 0.05% 113
2024
Q3 		$281K Buy
+1,109
New +$258K 0.03% 127

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Jackson Wealth Management's PGR Position: Q1 2025 in Review

Jackson Wealth Management sold out of Progressive (PGR) in Q1 2025, closing a stake of 1,996 shares — an estimated $478K sold.

Jackson Wealth Management first reported a position in PGR in Q3 2024 and held it in 2 quarters. The position peaked at $478K in Q4 2024. 1,847 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Jackson Wealth Management reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 1,996 Progressive shares in Q1 2025, an estimated $478K.
  • Jackson Wealth Management first reported a position in Progressive in Q3 2024 and held it in 2 quarters.
  • Jackson Wealth Management's Progressive position peaked at $478K in Q4 2024.
  • 1,847 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Jackson Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.