JWM
PGR icon

Janiczek Wealth Management’s Progressive PGR Stock Holding History

Janiczek 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
2024
Q2 		$6.08M Buy
29,260
+153
+0.5% +$32K 1.27% 16
2024
Q1 		$6.02M Buy
29,107
+41
+0.1% +$7.61K 1.28% 14
2023
Q4 		$4.63M Buy
29,066
+63
+0.2% +$9.86K 1.12% 15
2023
Q3 		$4.04M Buy
29,003
+771
+3% +$101K 1.06% 15
2023
Q2 		$3.74M Sell
28,232
-2,198
-7% -$295K 1.03% 14
2023
Q1 		$4.13M Sell
30,430
-152
-0.5% -$21K 1.17% 13
2022
Q4 		$4.07M Hold
30,582
– – 1.14% 14
2022
Q3 		$3.78M Buy
30,582
+14
+0% +$1.69K 1.23% 15
2022
Q2 		$3.52M Buy
30,568
+137
+0.5% +$15.5K 1.05% 16
2022
Q1 		$3.47M Hold
30,431
– – 0.96% 16
2021
Q4 		$3.12M Buy
30,431
+11
+0% +$1.05K 0.93% 16
2021
Q3 		$2.75M Buy
30,420
+26
+0.1% +$2.48K 0.97% 17
2021
Q2 		$2.98M Hold
30,394
– – 1.08% 14
2021
Q1 		$2.91M Sell
30,394
-68
-0.2% -$6.18K 1.16% 15
2020
Q4 		$3.01M Sell
30,462
-24
-0.1% -$2.27K 1.46% 12
2020
Q3 		$2.89M Sell
30,486
-40
-0.1% -$3.6K 1.55% 13
2020
Q2 		$2.44M Buy
30,526
+83
+0.3% +$6.48K 1.37% 14
2020
Q1 		$2.25M Hold
30,443
– – 1.27% 15
2019
Q4 		$2.2M Hold
30,443
– – 0.99% 17
2019
Q3 		$2.35M Hold
30,443
– – 1.07% 17
2019
Q2 		$2.43M Hold
30,443
– – 1.14% 15
2019
Q1 		$2.19M Hold
30,443
– – 1.04% 17
2018
Q4 		$1.84M Hold
30,443
– – 0.93% 17
2018
Q3 		$2.16M Hold
30,443
– – 1.13% 11
2018
Q2 		$1.8M Hold
30,443
– – 0.95% 12
2018
Q1 		$1.85M Hold
30,443
– – 1.05% 10
2017
Q4 		$1.72M Sell
30,443
-98
-0.3% -$5.07K 0.93% 10
2017
Q3 		$1.48M Hold
30,541
– – 0.82% 10
2017
Q2 		$1.35M Hold
30,541
– – 0.78% 10
2017
Q1 		$1.2M Hold
30,541
– – 0.68% 11
2016
Q4 		$1.08M Buy
+30,541
New +$1.01M 0.48% 11

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

Janiczek Wealth Management's PGR Position: Q2 2024 in Review

Janiczek Wealth Management increased its Progressive (PGR) stake by 0.53% in Q2 2024, buying an estimated $32K and bringing the position to 29,260 shares worth $6.08M. The position accounts for 1.27% of the portfolio, ranked #16.

Janiczek Wealth Management first reported a position in PGR in Q4 2016 and has held it in 31 quarters since. 1,523 funds tracked by Wall St. Rank hold PGR as of Q2 2024.

  • Janiczek Wealth Management held 29,260 shares of Progressive worth $6.08M as of Q2 2024.
  • Janiczek Wealth Management bought 153 Progressive shares in Q2 2024, an estimated $32K.
  • Progressive made up 1.27% of Janiczek Wealth Management's portfolio in Q2 2024, its #16 holding.
  • Janiczek Wealth Management first reported a position in Progressive in Q4 2016 and has held it in 31 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Progressive as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.