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Morningstar Investment Services’s Progressive PGR Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-2,603
Closed -$654K – 331
2024
Q3 		$654K Buy
2,603
+334
+15% +$77.7K 0.01% 252
2024
Q2 		$480K Buy
2,269
+812
+56% +$170K 0.01% 257
2024
Q1 		$300K Sell
1,457
-81
-5% -$15K ﹤0.01% 288
2023
Q4 		$244K Buy
+1,538
New +$241K ﹤0.01% 376

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Morningstar Investment Services's PGR Position: Q4 2024 in Review

Morningstar Investment Services sold out of Progressive (PGR) in Q4 2024, closing a stake of 2,603 shares — an estimated $654K sold.

Morningstar Investment Services first reported a position in PGR in Q4 2023 and held it in 4 quarters. The position peaked at $654K in Q3 2024. 1,762 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

  • Morningstar Investment Services reported no remaining Progressive position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 2,603 Progressive shares in Q4 2024, an estimated $654K.
  • Morningstar Investment Services first reported a position in Progressive in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Progressive position peaked at $654K in Q3 2024.
  • 1,762 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.