LGL Partners’s Progressive PGR Stock Holding History

LGL Partners’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	-1,272	Closed	-$305K	–	105
2024 Q4	$305K	Buy	1,272 +81	+7%	+$20.4K	0.04%	90
2024 Q3	$302K	Buy	1,191 +104	+10%	+$24.2K	0.04%	92
2024 Q2	$226K	Buy	+1,087	New	+$228K	0.03%	101

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

LGL Partners's PGR Position: Q1 2025 in Review

LGL Partners sold out of Progressive (PGR) in Q1 2025, closing a stake of 1,272 shares — an estimated $305K sold.

LGL Partners first reported a position in PGR in Q2 2024 and held it in 3 quarters. The position peaked at $305K in Q4 2024. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

LGL Partners reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
LGL Partners sold 1,272 Progressive shares in Q1 2025, an estimated $305K.
LGL Partners first reported a position in Progressive in Q2 2024 and held it in 3 quarters.
LGL Partners's Progressive position peaked at $305K in Q4 2024.
1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.