Marks Group Wealth Management’s Progressive PGR Stock Holding History

Marks Group Wealth 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
2025 Q2	–	Sell	-813	Closed	-$230K	–	310
2025 Q1	$230K	Sell	813 -33	-4%	-$8.63K	0.02%	288
2024 Q4	$203K	Sell	846 -32	-4%	-$8.06K	0.02%	280
2024 Q3	$223K	Sell	878 -400	-31%	-$93K	0.02%	285
2024 Q2	$265K	Sell	1,278 -295	-19%	-$61.7K	0.03%	270
2024 Q1	$325K	Sell	1,573 -120	-7%	-$22.3K	0.03%	258
2023 Q4	$270K	Sell	1,693 -63	-4%	-$9.86K	0.03%	268
2023 Q3	$245K	Buy	1,756 +61	+4%	+$8.02K	0.03%	258
2023 Q2	$224K	Buy	1,695 +78	+5%	+$10.5K	0.03%	266
2023 Q1	$231K	Buy	+1,617	New	+$223K	0.03%	261

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

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

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

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Marks Group Wealth Management's PGR Position: Q2 2025 in Review

Marks Group Wealth Management sold out of Progressive (PGR) in Q2 2025, closing a stake of 813 shares — an estimated $230K sold.

Marks Group Wealth Management first reported a position in PGR in Q1 2023 and held it in 9 quarters. The position peaked at $325K in Q1 2024. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

Marks Group Wealth Management reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
Marks Group Wealth Management sold 813 Progressive shares in Q2 2025, an estimated $230K.
Marks Group Wealth Management first reported a position in Progressive in Q1 2023 and held it in 9 quarters.
Marks Group Wealth Management's Progressive position peaked at $325K in Q1 2024.
1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.