Lee, Danner & Bass’s Progressive PGR Stock Holding History

Lee, Danner & Bass’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 Q1	–	Sell	-35	Closed	-$8.39K	–	573
2024 Q4	$8.39K	Buy	+35	New	+$8.81K	﹤0.01%	548

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lee, Danner & Bass's PGR Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Progressive (PGR) in Q1 2025, closing a stake of 35 shares — an estimated $8.39K sold.

Lee, Danner & Bass first reported a position in PGR in Q4 2024 and held it in 1 quarter. The position peaked at $8.39K in Q4 2024. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

Lee, Danner & Bass reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 35 Progressive shares in Q1 2025, an estimated $8.39K.
Lee, Danner & Bass first reported a position in Progressive in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Progressive position peaked at $8.39K in Q4 2024.
1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.