Kozak & Associates’s Progressive PGR Stock Holding History

Kozak & Associates’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
2025 Q2	–	Sell	-12	Closed	-$3.29K	–	467
2025 Q1	$3.35K	Hold	12	–	–	﹤0.01%	320
2024 Q4	$2.91K	Buy	+12	New	+$3.02K	﹤0.01%	335

Other funds holding PGR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kozak & Associates's PGR Position: Q2 2025 in Review

Kozak & Associates sold out of Progressive (PGR) in Q2 2025, closing a stake of 12 shares — an estimated $3.29K sold.

Kozak & Associates first reported a position in PGR in Q4 2024 and held it in 2 quarters. The position peaked at $3.35K in Q1 2025. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

Kozak & Associates reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
Kozak & Associates sold 12 Progressive shares in Q2 2025, an estimated $3.29K.
Kozak & Associates first reported a position in Progressive in Q4 2024 and held it in 2 quarters.
Kozak & Associates's Progressive position peaked at $3.35K in Q1 2025.
1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Kozak & Associates's 13F filing for Q2 2025, filed 10 Jul 2025.