M&G Investment Management’s Progressive PGR Stock Holding History

M&G Investment Management’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
2023 Q4	$12.4M	Buy	77,682 +4,707	+6%	+$737K	0.04%	173
2023 Q3	$10.1M	Buy	72,975 +49,665	+213%	+$6.53M	0.05%	193
2023 Q2	$3.08M	Buy	23,310 +21,905	+1,559%	+$2.94M	0.01%	308
2023 Q1	$201K	Buy	+1,405	New	+$194K	﹤0.01%	386
2022 Q1	–	Sell	-65,185	Closed	-$6.71K	–	502
2021 Q4	$6.71K	Sell	65,185 -1,426	-2%	-$136K	0.02%	235
2021 Q3	$6K	Sell	66,611 -1,917	-3%	-$183K	0.01%	379
2021 Q2	$6.72K	Sell	68,528 -25,778	-27%	-$2.55M	0.02%	343
2021 Q1	$9.05K	Sell	94,306 -23,479	-20%	-$2.13M	0.03%	185
2020 Q4	$11.7K	Sell	117,785 -19,853	-14%	-$1.88M	0.07%	170
2020 Q3	$13.1M	Sell	137,638 -49,844	-27%	-$4.48M	0.13%	140
2020 Q2	$15M	Sell	187,482 -96,254	-34%	-$7.51M	0.16%	124
2020 Q1	$21M	Sell	283,736 -68,711	-19%	-$5.3M	0.26%	93
2019 Q4	$25.4M	Buy	+352,447	New	+$25.4M	0.22%	97

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

M&G Investment Management's PGR Position: Q4 2023 in Review

M&G Investment Management increased its Progressive (PGR) stake by 6.5% in Q4 2023, buying an estimated $737K and bringing the position to 77,682 shares worth $12.4M. The position accounts for 0.04% of the portfolio, ranked #173.

M&G Investment Management first reported a position in PGR in Q4 2019 and has held it in 13 quarters since. The position peaked at $25.4M in Q4 2019. 1,326 funds tracked by Wall St. Rank hold PGR as of Q4 2023.

M&G Investment Management held 77,682 shares of Progressive worth $12.4M as of Q4 2023.
M&G Investment Management bought 4,707 Progressive shares in Q4 2023, an estimated $737K.
Progressive made up 0.04% of M&G Investment Management's portfolio in Q4 2023, its #173 holding.
M&G Investment Management first reported a position in Progressive in Q4 2019 and has held it in 13 quarters since.
M&G Investment Management's Progressive position peaked at $25.4M in Q4 2019.
1,326 funds tracked by Wall St. Rank held Progressive as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.