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KFI
Key Financial Inc’s
Progressive
PGR
Stock Holding History
Key Financial Inc’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
2026
Q1
$17.6K
Sell
89
-4
-4%
-$826
﹤0.01%
753
2025
Q4
$21.2K
Hold
93
–
–
﹤0.01%
709
2025
Q3
$22.9K
Buy
93
+4
+4%
+$986
﹤0.01%
682
2025
Q2
$23.8K
Hold
89
–
–
﹤0.01%
654
2025
Q1
$25.2K
Hold
89
–
–
0.01%
608
2024
Q4
$21.3K
Hold
89
–
–
﹤0.01%
645
2024
Q3
$22.6K
Buy
89
+23
+35%
+$5.35K
0.01%
629
2024
Q2
$13.7K
Hold
66
–
–
﹤0.01%
707
2024
Q1
$13.7K
Hold
66
–
–
﹤0.01%
685
2023
Q4
$10.5K
Hold
66
–
–
﹤0.01%
726
2023
Q3
$9.19K
Buy
66
+22
+50%
+$2.89K
﹤0.01%
737
2023
Q2
$5.82K
Buy
+44
New
+$5.9K
﹤0.01%
877
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$5.7T AUM
30.48%
1-Year Est. Return
VCM
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Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
DAM
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Ridgefield, Connecticut
$137B AUM
18.02%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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