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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
Q2 		– Sell
-6,448
Closed -$1.82M – 302
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Legacy Advisors's PGR Position: Q2 2025 in Review

Legacy Advisors sold out of Progressive (PGR) in Q2 2025, closing a stake of 6,448 shares — an estimated $1.82M sold.

Legacy Advisors first reported a position in PGR in Q1 2021 and held it in 12 quarters. The position peaked at $1.82M in Q1 2025. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Legacy Advisors reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 6,448 Progressive shares in Q2 2025, an estimated $1.82M.
  • Legacy Advisors first reported a position in Progressive in Q1 2021 and held it in 12 quarters.
  • Legacy Advisors's Progressive position peaked at $1.82M in Q1 2025.
  • 1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.