LSAG
PGR icon

Lake Street Advisors Group’s Progressive PGR Stock Holding History

Lake Street Advisors 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 		$1.6M Buy
6,688
+46
+0.7% +$11.6K 0.07% 168
2024
Q3 		$1.69M Sell
6,642
-12
-0.2% -$2.79K 0.08% 147
2024
Q2 		$1.38M Sell
6,654
-352
-5% -$73.7K 0.07% 173
2024
Q1 		$1.45M Buy
7,006
+121
+2% +$22.5K 0.07% 180
2023
Q4 		$1.1M Buy
+6,885
New +$1.08M 0.06% 208
2021
Q3 		– Sell
-5,394
Closed -$523K – 372
2021
Q2 		$523K Buy
5,394
+82
+2% +$8.11K 0.04% 162
2021
Q1 		$508K Sell
5,312
-1,673
-24% -$152K 0.04% 163
2020
Q4 		$691K Sell
6,985
-100
-1% -$9.46K 0.06% 124
2020
Q3 		$671K Buy
7,085
+253
+4% +$22.7K 0.06% 121
2020
Q2 		$547K Buy
6,832
+110
+2% +$8.59K 0.06% 126
2020
Q1 		$496K Buy
6,722
+2,492
+59% +$192K 0.06% 115
2019
Q4 		$306K Buy
4,230
+136
+3% +$9.8K 0.03% 184
2019
Q3 		$316K Buy
4,094
+21
+0.5% +$1.65K 0.03% 137
2019
Q2 		$326K Buy
4,073
+322
+9% +$24.9K 0.03% 138
2019
Q1 		$270K Buy
3,751
+157
+4% +$10.8K 0.03% 169
2018
Q4 		$217K Buy
3,594
+207
+6% +$13.8K 0.03% 176
2018
Q3 		$241K Sell
3,387
-2,665
-44% -$171K 0.03% 171
2018
Q2 		$358K Sell
6,052
-67
-1% -$4.1K 0.04% 198
2018
Q1 		$373K Hold
6,119
– – 0.04% 166
2017
Q4 		$345K Buy
+6,119
New +$317K 0.04% 189

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 $315B AUM 27.84% 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

Lake Street Advisors Group's PGR Position: Q4 2024 in Review

Lake Street Advisors Group increased its Progressive (PGR) stake by 0.69% in Q4 2024, buying an estimated $11.6K and bringing the position to 6,688 shares worth $1.6M. The position accounts for 0.07% of the portfolio, ranked #168.

Lake Street Advisors Group first reported a position in PGR in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.69M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

  • Lake Street Advisors Group held 6,688 shares of Progressive worth $1.6M as of Q4 2024.
  • Lake Street Advisors Group bought 46 Progressive shares in Q4 2024, an estimated $11.6K.
  • Progressive made up 0.07% of Lake Street Advisors Group's portfolio in Q4 2024, its #168 holding.
  • Lake Street Advisors Group first reported a position in Progressive in Q4 2017 and has held it in 20 quarters since.
  • Lake Street Advisors Group's Progressive position peaked at $1.69M in Q3 2024.
  • 1,762 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.