Junto Capital Management’s Progressive PGR Stock Holding History

Junto Capital 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	–	Sell	-67,634	Closed	-$19.1M	–	106
2025 Q1	$19.1M	Buy	+67,634	New	+$17.7M	0.44%	77
2024 Q4	–	Sell	-491,775	Closed	-$125M	–	104
2024 Q3	$125M	Sell	491,775 -18,594	-4%	-$4.32M	2.81%	4
2024 Q2	$106M	Buy	+510,369	New	+$107M	2.33%	9
2024 Q1	–	Sell	-479,594	Closed	-$76.4M	–	95
2023 Q4	$76.4M	Sell	479,594 -116,959	-20%	-$18.3M	1.76%	20
2023 Q3	$83.1M	Buy	+596,553	New	+$78.5M	1.97%	13
2023 Q2	–	Sell	-659,930	Closed	-$94.4M	–	94
2023 Q1	$94.4M	Sell	659,930 -11,445	-2%	-$1.58M	2.64%	6
2022 Q4	$87.1M	Sell	671,375 -424,297	-39%	-$53.8M	2.47%	9
2022 Q3	$127M	Buy	1,095,672 +760,142	+227%	+$91.5M	3.54%	2
2022 Q2	$39M	Buy	+335,530	New	+$38M	1.16%	44

Other funds holding PGR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

AllianceBernstein

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