Napa Wealth Management’s Progressive PGR Stock Holding History

Napa 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
2024 Q4	–	Sell	-4,444	Closed	-$1.13M	–	201
2024 Q3	$1.13M	Buy	+4,444	New	+$1.03M	0.53%	53

Other funds holding PGR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Napa Wealth Management's PGR Position: Q4 2024 in Review

Napa Wealth Management sold out of Progressive (PGR) in Q4 2024, closing a stake of 4,444 shares — an estimated $1.13M sold.

Napa Wealth Management first reported a position in PGR in Q3 2024 and held it in 1 quarter. The position peaked at $1.13M in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

Napa Wealth Management reported no remaining Progressive position as of Q4 2024 after selling out during the quarter.
Napa Wealth Management sold 4,444 Progressive shares in Q4 2024, an estimated $1.13M.
Napa Wealth Management first reported a position in Progressive in Q3 2024 and held it in 1 quarter.
Napa Wealth Management's Progressive position peaked at $1.13M in Q3 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.