MD Financial Management
PGR icon

MD Financial Management’s Progressive PGR Stock Holding History

MD Financial 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
2021
Q4 		$2.28M Sell
22,230
-1,807
-8% -$172K 0.06% 179
2021
Q3 		$2.17M Sell
24,037
-2,784
-10% -$265K 0.06% 164
2021
Q2 		$2.63M Buy
26,821
+20,621
+333% +$2.04M 0.08% 111
2021
Q1 		$593K Buy
+6,200
New +$563K 0.02% 171

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MD Financial Management's PGR Position: Q4 2021 in Review

MD Financial Management reduced its Progressive (PGR) stake by 7.5% in Q4 2021, selling an estimated $172K and leaving 22,230 shares worth $2.28M. The position accounts for 0.06% of the portfolio, ranked #179.

MD Financial Management first reported a position in PGR in Q1 2021 and has held it in 4 quarters since. The position peaked at $2.63M in Q2 2021. 1,055 funds tracked by Wall St. Rank hold PGR as of Q4 2021.

  • MD Financial Management held 22,230 shares of Progressive worth $2.28M as of Q4 2021.
  • MD Financial Management sold 1,807 Progressive shares in Q4 2021, an estimated $172K.
  • Progressive made up 0.06% of MD Financial Management's portfolio in Q4 2021, its #179 holding.
  • MD Financial Management first reported a position in Progressive in Q1 2021 and has held it in 4 quarters since.
  • MD Financial Management's Progressive position peaked at $2.63M in Q2 2021.
  • 1,055 funds tracked by Wall St. Rank held Progressive as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.