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 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lion Street Advisors's PGR Position: Q3 2025 in Review

Lion Street Advisors increased its Progressive (PGR) stake by 87% in Q3 2025, buying an estimated $572K and bringing the position to 4,997 shares worth $474K. The position accounts for 0.16% of the portfolio, ranked #122.

Lion Street Advisors first reported a position in PGR in Q1 2020 and has held it in 18 quarters since. The position peaked at $856K in Q1 2025. 1,801 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

Lion Street Advisors held 4,997 shares of Progressive worth $474K as of Q3 2025.
Lion Street Advisors bought 2,322 Progressive shares in Q3 2025, an estimated $572K.
Progressive made up 0.16% of Lion Street Advisors's portfolio in Q3 2025, its #122 holding.
Lion Street Advisors first reported a position in Progressive in Q1 2020 and has held it in 18 quarters since.
Lion Street Advisors's Progressive position peaked at $856K in Q1 2025.
1,801 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.