Miller Equity Capital Advisors’s Progressive PGR Stock Holding History

Miller Equity Capital Advisors’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	–	Sell	-17,300	Closed	-$4.15M	–	26
2024 Q4	$4.15M	Hold	17,300	–	–	1.58%	18
2024 Q3	$4.39M	Hold	17,300	–	–	1.71%	16
2024 Q2	$3.59M	Hold	17,300	–	–	1.49%	19
2024 Q1	$3.58M	Hold	17,300	–	–	1.48%	19
2023 Q4	$2.76M	Hold	17,300	–	–	1.25%	25
2023 Q3	$2.41M	Hold	17,300	–	–	1.25%	26
2023 Q2	$2.29M	Hold	17,300	–	–	1.16%	27
2023 Q1	$2.47M	Hold	17,300	–	–	1.38%	23
2022 Q4	$2.24M	Hold	17,300	–	–	1.46%	24
2022 Q3	$2.01M	Hold	17,300	–	–	1.47%	25
2022 Q2	$2.01M	Buy	17,300 +6,600	+62%	+$748K	1.72%	21
2022 Q1	$1.22M	Buy	10,700 +2,600	+32%	+$281K	1.03%	32
2021 Q4	$831K	Buy	8,100 +100	+1%	+$9.55K	0.77%	34
2021 Q3	$723K	Hold	8,000	–	–	0.71%	35
2021 Q2	$786K	Buy	8,000 +800	+11%	+$79.1K	0.81%	34
2021 Q1	$688K	Buy	7,200 +200	+3%	+$18.2K	0.86%	34
2020 Q4	$692K	Buy	7,000 +2,700	+63%	+$255K	0.92%	33
2020 Q3	$407K	Buy	+4,300	New	+$386K	0.61%	36

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Miller Equity Capital Advisors's PGR Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Progressive (PGR) in Q1 2025, closing a stake of 17,300 shares — an estimated $4.15M sold.

Miller Equity Capital Advisors first reported a position in PGR in Q3 2020 and held it in 18 quarters. The position peaked at $4.39M in Q3 2024. 1,847 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

Miller Equity Capital Advisors reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
Miller Equity Capital Advisors sold 17,300 Progressive shares in Q1 2025, an estimated $4.15M.
Miller Equity Capital Advisors first reported a position in Progressive in Q3 2020 and held it in 18 quarters.
Miller Equity Capital Advisors's Progressive position peaked at $4.39M in Q3 2024.
1,847 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.