KWM
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Kolinsky Wealth Management’s Progressive PGR Stock Holding History

Kolinsky 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
Q4 		$526K Sell
2,196
-10
-0.5% -$2.52K 0.32% 62
2024
Q3 		$560K Sell
2,206
-129
-6% -$30K 0.36% 58
2024
Q2 		$485K Sell
2,335
-177
-7% -$37K 0.35% 62
2024
Q1 		$520K Buy
2,512
+599
+31% +$111K 0.4% 59
2023
Q4 		$305K Buy
1,913
+333
+21% +$52.1K 0.27% 95
2023
Q3 		$220K Buy
+1,580
New +$208K 0.22% 117

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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