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Moloney Securities Asset Management’s Progressive PGR Stock Holding History

Moloney Securities Asset 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
Q3 		$279K Sell
1,128
-699
-38% -$172K 0.03% 377
2025
Q2 		$488K Buy
1,827
+468
+34% +$128K 0.06% 273
2025
Q1 		$385K Sell
1,359
-7,026
-84% -$1.84M 0.05% 297
2024
Q4 		$2.01M Sell
8,385
-520
-6% -$131K 0.27% 94
2024
Q3 		$2.26M Buy
8,905
+585
+7% +$136K 0.3% 81
2024
Q2 		$1.73M Buy
8,320
+238
+3% +$49.8K 0.25% 93
2024
Q1 		$1.67M Buy
8,082
+458
+6% +$85K 0.25% 97
2023
Q4 		$1.21M Sell
7,624
-20
-0.3% -$3.13K 0.19% 132
2023
Q3 		$1.06M Sell
7,644
-413
-5% -$54.3K 0.19% 125
2023
Q2 		$1.07M Buy
8,057
+188
+2% +$25.2K 0.19% 134
2023
Q1 		$1.13M Buy
7,869
+571
+8% +$78.7K 0.21% 128
2022
Q4 		$947K Buy
7,298
+315
+5% +$39.9K 0.21% 131
2022
Q3 		$811K Buy
6,983
+642
+10% +$77.3K 0.2% 138
2022
Q2 		$737K Buy
6,341
+555
+10% +$62.9K 0.17% 160
2022
Q1 		$660K Buy
5,786
+655
+13% +$70.8K 0.13% 192
2021
Q4 		$527K Sell
5,131
-176
-3% -$16.8K 0.09% 237
2021
Q3 		$480K Buy
5,307
+1,592
+43% +$152K 0.09% 250
2021
Q2 		$365K Buy
+3,715
New +$367K 0.07% 279

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Moloney Securities Asset Management's PGR Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Progressive (PGR) stake by 38% in Q3 2025, selling an estimated $172K and leaving 1,128 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #377.

Moloney Securities Asset Management first reported a position in PGR in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.26M in Q3 2024. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Moloney Securities Asset Management held 1,128 shares of Progressive worth $279K as of Q3 2025.
  • Moloney Securities Asset Management sold 699 Progressive shares in Q3 2025, an estimated $172K.
  • Progressive made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #377 holding.
  • Moloney Securities Asset Management first reported a position in Progressive in Q2 2021 and has held it in 18 quarters since.
  • Moloney Securities Asset Management's Progressive position peaked at $2.26M in Q3 2024.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.