Legacy Advisors’s Progressive PGR Stock Holding History

Legacy Advisors’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	$1.82M	Buy	6,448 +1,114	+21%	+$291K	0.19%	94
2024 Q4	$1.28M	Buy	5,334 +1,809	+51%	+$455K	0.12%	127
2024 Q3	$894K	Buy	3,525 +1,789	+103%	+$416K	0.1%	169
2024 Q2	$361K	Buy	1,736 +152	+10%	+$31.8K	0.04%	231
2024 Q1	$328K	Sell	1,584 -102	-6%	-$18.9K	0.04%	244
2023 Q4	$269K	Buy	1,686 +219	+15%	+$34.3K	0.03%	259
2023 Q3	$204K	Buy	+1,467	New	+$193K	0.03%	270
2022 Q3	–	Sell	-2,671	Closed	-$311K	–	236
2022 Q2	$311K	Buy	2,671 +109	+4%	+$12.4K	0.07%	167
2022 Q1	$292K	Buy	2,562 +417	+19%	+$45.1K	0.06%	169
2021 Q4	$220K	Buy	+2,145	New	+$205K	0.08%	123
2021 Q3	–	Sell	-2,140	Closed	-$210K	–	129
2021 Q2	$210K	Hold	2,140	–	–	0.09%	119
2021 Q1	$205K	Buy	+2,140	New	+$194K	0.09%	119

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Legacy Advisors's PGR Position: Q1 2025 in Review

Legacy Advisors increased its Progressive (PGR) stake by 21% in Q1 2025, buying an estimated $291K and bringing the position to 6,448 shares worth $1.82M. The position accounts for 0.19% of the portfolio, ranked #94.

Legacy Advisors first reported a position in PGR in Q1 2021 and has held it in 12 quarters since. 1,847 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

Legacy Advisors held 6,448 shares of Progressive worth $1.82M as of Q1 2025.
Legacy Advisors bought 1,114 Progressive shares in Q1 2025, an estimated $291K.
Progressive made up 0.19% of Legacy Advisors's portfolio in Q1 2025, its #94 holding.
Legacy Advisors first reported a position in Progressive in Q1 2021 and has held it in 12 quarters since.
1,847 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.