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LMG Wealth Partners’s Progressive PGR Stock Holding History

LMG Wealth 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
Q2 		– Sell
-1,174
Closed -$332K – 142
2025
Q1 		$332K Hold
1,174
– – 0.07% 111
2024
Q4 		$281K Hold
1,174
– – 0.06% 113
2024
Q3 		$298K Hold
1,174
– – 0.07% 106
2024
Q2 		$244K Hold
1,174
– – 0.06% 110
2024
Q1 		$243K Buy
+1,174
New +$218K 0.06% 113

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

LMG Wealth Partners's PGR Position: Q2 2025 in Review

LMG Wealth Partners sold out of Progressive (PGR) in Q2 2025, closing a stake of 1,174 shares — an estimated $332K sold.

LMG Wealth Partners first reported a position in PGR in Q1 2024 and held it in 5 quarters. The position peaked at $332K in Q1 2025. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • LMG Wealth Partners reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
  • LMG Wealth Partners sold 1,174 Progressive shares in Q2 2025, an estimated $332K.
  • LMG Wealth Partners first reported a position in Progressive in Q1 2024 and held it in 5 quarters.
  • LMG Wealth Partners's Progressive position peaked at $332K in Q1 2025.
  • 1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on LMG Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.