Mirabella Financial Services’s Progressive PGR Stock Holding History

Mirabella Financial Services’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 Q4	–	Sell	-21,300	Closed	-$5.25M	–	762
2025 Q3	$5.25M	Buy	21,300 +13,609	+177%	+$3.35M	0.46%	50
2025 Q2	$2.06M	Sell	7,691 -291,381	-97%	-$79.9M	0.22%	74
2025 Q1	$84.9M	Buy	299,072 +255,820	+591%	+$66.9M	1.71%	17
2024 Q4	$10.4M	Buy	+43,252	New	+$10.9M	0.95%	25
2023 Q1	–	Sell	-5,487	Closed	-$712K	–	556
2022 Q4	$712K	Buy	+5,487	New	+$695K	0.06%	163
2022 Q2	–	Sell	-8,987	Closed	-$1.02M	–	660
2022 Q1	$1.02M	Buy	+8,987	New	+$972K	0.12%	163
2020 Q4	–	Sell	-4,571	Closed	-$445K	–	445
2020 Q3	$445K	Buy	+4,571	New	+$411K	0.12%	158
2020 Q2	–	Sell	-42,753	Closed	-$6.31M	–	197
2020 Q1	$6.31M	Buy	42,753 +42,553	+21,277%	+$3.28M	3.66%	9
2019 Q4	$14K	Buy	+200	New	+$14.4K	﹤0.01%	125

Other funds holding PGR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return