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Marcum Wealth’s Progressive PGR Stock Holding History

Marcum Wealth’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 		$15.3M Buy
53,920
+6,430
+14% +$1.68M 1.32% 15
2024
Q4 		$11.4M Sell
47,490
-38
-0.1% -$9.57K 0.99% 18
2024
Q3 		$12.1M Sell
47,528
-26
-0.1% -$6.04K 1.12% 16
2024
Q2 		$9.88M Buy
47,554
+240
+0.5% +$50.2K 0.99% 17
2024
Q1 		$9.79M Sell
47,314
-194
-0.4% -$36K 0.99% 16
2023
Q4 		$7.57M Sell
47,508
-242
-0.5% -$37.9K 0.81% 16
2023
Q3 		$6.65M Sell
47,750
-43
-0.1% -$5.66K 0.8% 16
2023
Q2 		$6.33M Buy
47,793
+38
+0.1% +$5.09K 0.74% 17
2023
Q1 		$6.83M Sell
47,755
-1,700
-3% -$234K 0.85% 16
2022
Q4 		$6.41M Buy
49,455
+2,486
+5% +$315K 0.85% 15
2022
Q3 		$5.46M Buy
46,969
+60
+0.1% +$7.22K 0.83% 15
2022
Q2 		$5.45M Sell
46,909
-14
-0% -$1.59K 0.82% 15
2022
Q1 		$5.35M Buy
46,923
+66
+0.1% +$7.14K 0.74% 17
2021
Q4 		$4.81M Buy
46,857
+545
+1% +$52K 0.67% 20
2021
Q3 		$4.19M Buy
46,312
+430
+0.9% +$41K 0.66% 19
2021
Q2 		$4.51M Buy
45,882
+5
+0% +$495 0.73% 18
2021
Q1 		$4.39M Buy
45,877
+36,839
+408% +$3.35M 0.72% 18
2020
Q4 		$894K Buy
9,038
+6
+0.1% +$568 0.21% 42
2020
Q3 		$855K Sell
9,032
-34
-0.4% -$3.06K 0.26% 38
2020
Q2 		$726K Buy
9,066
+38
+0.4% +$2.97K 0.22% 44
2020
Q1 		$667K Sell
9,028
-12
-0.1% -$925 0.26% 32
2019
Q4 		$654K Buy
+9,040
New +$652K 0.25% 39

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Marcum Wealth's PGR Position: Q1 2025 in Review

Marcum Wealth increased its Progressive (PGR) stake by 14% in Q1 2025, buying an estimated $1.68M and bringing the position to 53,920 shares worth $15.3M. The position accounts for 1.32% of the portfolio, ranked #15.

Marcum Wealth first reported a position in PGR in Q4 2019 and has held it in 22 quarters since. 1,841 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Marcum Wealth held 53,920 shares of Progressive worth $15.3M as of Q1 2025.
  • Marcum Wealth bought 6,430 Progressive shares in Q1 2025, an estimated $1.68M.
  • Progressive made up 1.32% of Marcum Wealth's portfolio in Q1 2025, its #15 holding.
  • Marcum Wealth first reported a position in Progressive in Q4 2019 and has held it in 22 quarters since.
  • 1,841 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.