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Kiely Wealth Advisory Group’s Progressive PGR Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$109K Hold
436
– – 0.07% 83
2024
Q3 		$115K Hold
436
– – 0.07% 84
2024
Q2 		$95.2K Hold
436
– – 0.05% 76
2024
Q1 		$90.1K Hold
436
– – 0.05% 75
2023
Q4 		$77.9K Buy
+436
New +$68.3K 0.05% 80

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kiely Wealth Advisory Group's PGR Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Progressive (PGR) position steady in Q4 2024 at 436 shares worth $109K. The position accounts for 0.07% of the portfolio, ranked #83.

Kiely Wealth Advisory Group first reported a position in PGR in Q4 2023 and has held it in 5 quarters since. The position peaked at $115K in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

  • Kiely Wealth Advisory Group held 436 shares of Progressive worth $109K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Progressive share count unchanged in Q4 2024.
  • Progressive made up 0.07% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #83 holding.
  • Kiely Wealth Advisory Group first reported a position in Progressive in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Progressive position peaked at $115K in Q3 2024.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.