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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kolinsky Wealth Management's PGR Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Progressive (PGR) stake by 0.45% in Q4 2024, selling an estimated $2.52K and leaving 2,196 shares worth $526K. The position accounts for 0.32% of the portfolio, ranked #62.

Kolinsky Wealth Management first reported a position in PGR in Q3 2023 and has held it in 6 quarters since. The position peaked at $560K in Q3 2024. 1,765 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

Kolinsky Wealth Management held 2,196 shares of Progressive worth $526K as of Q4 2024.
Kolinsky Wealth Management sold 10 Progressive shares in Q4 2024, an estimated $2.52K.
Progressive made up 0.32% of Kolinsky Wealth Management's portfolio in Q4 2024, its #62 holding.
Kolinsky Wealth Management first reported a position in Progressive in Q3 2023 and has held it in 6 quarters since.
Kolinsky Wealth Management's Progressive position peaked at $560K in Q3 2024.
1,765 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.