LSA
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Lion Street Advisors’s Progressive PGR Stock Holding History

Lion Street 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
Q3 		$474K Buy
4,997
+2,322
+87% +$572K 0.16% 122
2025
Q2 		$714K Sell
2,675
-349
-12% -$95.7K 0.22% 106
2025
Q1 		$856K Buy
3,024
+128
+4% +$33.5K 0.27% 78
2024
Q4 		$694K Buy
2,896
+607
+27% +$153K 0.22% 99
2024
Q3 		$581K Sell
2,289
-13
-0.6% -$3.02K 0.2% 114
2024
Q2 		$478K Sell
2,302
-22
-0.9% -$4.61K 0.18% 128
2024
Q1 		$370K Hold
2,324
– – 0.15% 146
2023
Q4 		$370K Sell
2,324
-716
-24% -$112K 0.15% 146
2023
Q3 		$423K Sell
3,040
-1,957
-39% -$257K 0.14% 137
2023
Q2 		$474K Buy
4,997
+2,395
+92% +$321K 0.16% 127
2023
Q1 		$372K Sell
2,602
-1,445
-36% -$199K 0.12% 150
2022
Q4 		$384K Buy
4,047
+1,665
+70% +$211K 0.2% 86
2022
Q3 		$275K Sell
2,382
-1,665
-41% -$200K 0.14% 96
2022
Q2 		$379K Hold
4,047
– – 0.2% 86
2022
Q1 		$462K Hold
4,047
– – 0.24% 73
2021
Q4 		$418K Sell
4,047
-100
-2% -$9.55K 0.2% 77
2021
Q3 		$376K Buy
+4,147
New +$395K 0.2% 85
2020
Q2 		– Sell
-174
Closed -$13K – 302
2020
Q1 		$13K Buy
+174
New +$13.4K 0.07% 135

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return