Kovitz Investment Group Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.6M | Buy |
155,955
+34,845
| +29% | +$9.3M | 0.18% | 113 |
|
|
2025
Q1 | $34.3M | Sell |
121,110
-67,320
| -36% | -$19.1M | 0.17% | 118 |
|
|
2024
Q4 | $45.2M | Buy |
188,430
+89,468
| +90% | +$21.4M | 0.22% | 96 |
|
|
2024
Q3 | $22.7M | Buy |
98,962
+10,231
| +12% | +$2.35M | 0.16% | 119 |
|
|
2024
Q2 | $18.4M | Buy |
88,731
+84,374
| +1,937% | +$17.5M | 0.16% | 102 |
|
|
2024
Q1 | $901K | Buy |
+4,357
| New | +$901K | 0.01% | 424 |
|