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Meritage Group’s Progressive PGR Stock Holding History

Meritage Group’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
2024
Q1 		– Sell
-1,056,631
Closed -$168M – 67
2023
Q4 		$168M Sell
1,056,631
-937,202
-47% -$147M 3.87% 14
2023
Q3 		$278M Buy
1,993,833
+259,376
+15% +$34.1M 6.59% 4
2023
Q2 		$230M Buy
+1,734,457
New +$233M 6.4% 10
2022
Q4 		– Sell
-2,066
Closed -$240K – 55
2022
Q3 		$240K Buy
+2,066
New +$249K 0.01% 27

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Meritage Group's PGR Position: Q1 2024 in Review

Meritage Group sold out of Progressive (PGR) in Q1 2024, closing a stake of 1,056,631 shares — an estimated $168M sold.

Meritage Group first reported a position in PGR in Q3 2022 and held it in 4 quarters. The position peaked at $278M in Q3 2023. 1,459 funds tracked by Wall St. Rank hold PGR as of Q1 2024.

  • Meritage Group reported no remaining Progressive position as of Q1 2024 after selling out during the quarter.
  • Meritage Group sold 1,056,631 Progressive shares in Q1 2024, an estimated $168M.
  • Meritage Group first reported a position in Progressive in Q3 2022 and held it in 4 quarters.
  • Meritage Group's Progressive position peaked at $278M in Q3 2023.
  • 1,459 funds tracked by Wall St. Rank held Progressive as of Q1 2024.

Based on Meritage Group's 13F filing for Q1 2024, filed 13 May 2024.