Moran Wealth Management’s Progressive PGR Stock Holding History

Moran Wealth 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
2026 Q1	$21.3M	Sell	107,653 -61,492	-36%	-$12.7M	0.65%	32
2025 Q4	$38.5M	Buy	169,145 +35,470	+27%	+$8.01M	1.18%	7
2025 Q3	$33M	Sell	133,675 -23,461	-15%	-$5.78M	1%	13
2025 Q2	$41.9M	Buy	157,136 +13,231	+9%	+$3.63M	1.3%	9
2025 Q1	$40.7M	Buy	143,905 +67,455	+88%	+$17.6M	1.37%	6
2024 Q4	$18.3M	Sell	76,450 -242	-0.3%	-$60.9K	0.58%	48
2024 Q3	$19.5M	Buy	76,692 +53,129	+225%	+$12.4M	0.6%	51
2024 Q2	$4.89M	Sell	23,563 -245	-1%	-$51.3K	0.16%	172
2024 Q1	$4.92M	Sell	23,808 -3,527	-13%	-$654K	0.16%	174
2023 Q4	$4.35M	Sell	27,335 -3,120	-10%	-$488K	0.15%	186
2023 Q3	$4.24M	Sell	30,455 -80,489	-73%	-$10.6M	0.16%	167
2023 Q2	$14.7M	Sell	110,944 -9,227	-8%	-$1.24M	0.55%	69
2023 Q1	$17.2M	Buy	120,171 +5,031	+4%	+$694K	0.65%	55
2022 Q4	$14.9M	Buy	+115,140	New	+$14.6M	0.57%	55

Other funds holding PGR

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital Research Global Investors

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

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Geode Capital Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return