JF
PGR icon

JSF Financial’s Progressive PGR Stock Holding History

JSF 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
Q3 		– Sell
-4,589
Closed -$1.22M – 134
2025
Q2 		$1.22M Buy
4,589
+357
+8% +$97.9K 0.29% 52
2025
Q1 		$1.2M Buy
4,232
+433
+11% +$113K 0.32% 45
2024
Q4 		$910K Buy
3,799
+164
+5% +$41.3K 0.24% 61
2024
Q3 		$922K Buy
3,635
+467
+15% +$109K 0.27% 54
2024
Q2 		$658K Buy
+3,168
New +$663K 0.2% 66
2021
Q3 		– Sell
-2,760
Closed -$271K – 115
2021
Q2 		$271K Buy
2,760
+331
+14% +$32.7K 0.16% 81
2021
Q1 		$232K Buy
2,429
+70
+3% +$6.36K 0.15% 79
2020
Q4 		$233K Buy
+2,359
New +$223K 0.16% 73

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JSF Financial's PGR Position: Q3 2025 in Review

JSF Financial sold out of Progressive (PGR) in Q3 2025, closing a stake of 4,589 shares — an estimated $1.22M sold.

JSF Financial first reported a position in PGR in Q4 2020 and held it in 8 quarters. The position peaked at $1.22M in Q2 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • JSF Financial reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • JSF Financial sold 4,589 Progressive shares in Q3 2025, an estimated $1.22M.
  • JSF Financial first reported a position in Progressive in Q4 2020 and held it in 8 quarters.
  • JSF Financial's Progressive position peaked at $1.22M in Q2 2025.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on JSF Financial's 13F filing for Q3 2025, filed 3 Nov 2025.