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Naples Money Management’s Progressive PGR Stock Holding History

Naples Money 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
Q3 		$46.9K Hold
185
– – 0.04% 92
2024
Q2 		$38.8K Sell
185
-12,900
-99% -$2.7M 0.03% 96
2024
Q1 		$2.71M Sell
13,085
-500
-4% -$92.8K 2.7% 12
2023
Q4 		$2.16M Buy
+13,585
New +$2.13M 2.03% 22

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Naples Money Management's PGR Position: Q3 2024 in Review

Naples Money Management held its Progressive (PGR) position steady in Q3 2024 at 185 shares worth $46.9K. The position accounts for 0.04% of the portfolio, ranked #92.

Naples Money Management first reported a position in PGR in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.71M in Q1 2024. 1,654 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

  • Naples Money Management held 185 shares of Progressive worth $46.9K as of Q3 2024.
  • Naples Money Management left its Progressive share count unchanged in Q3 2024.
  • Progressive made up 0.04% of Naples Money Management's portfolio in Q3 2024, its #92 holding.
  • Naples Money Management first reported a position in Progressive in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Progressive position peaked at $2.71M in Q1 2024.
  • 1,654 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.