National Wealth Management Group’s Progressive PGR Stock Holding History

National Wealth Management Group’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	–	Sell	-2,447	Closed	-$653K	–	248
2025 Q2	$653K	Buy	2,447 +460	+23%	+$126K	0.37%	64
2025 Q1	$562K	Buy	+1,987	New	+$520K	0.37%	64
2024 Q4	–	Sell	-4,699	Closed	-$1.19M	–	167
2024 Q3	$1.19M	Buy	+4,699	New	+$1.09M	0.81%	30
2024 Q2	–	Sell	-3,323	Closed	-$687K	–	150
2024 Q1	$687K	Buy	+3,323	New	+$617K	0.53%	42
2023 Q4	–	Sell	-3,485	Closed	-$485K	–	152
2023 Q3	$485K	Buy	+3,485	New	+$458K	0.53%	57
2022 Q4	–	Sell	-2,413	Closed	-$280K	–	155
2022 Q3	$280K	Buy	+2,413	New	+$291K	0.36%	96

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

National Wealth Management Group's PGR Position: Q3 2025 in Review

National Wealth Management Group sold out of Progressive (PGR) in Q3 2025, closing a stake of 2,447 shares — an estimated $653K sold.

National Wealth Management Group first reported a position in PGR in Q3 2022 and held it in 6 quarters. The position peaked at $1.19M in Q3 2024. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

National Wealth Management Group reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
National Wealth Management Group sold 2,447 Progressive shares in Q3 2025, an estimated $653K.
National Wealth Management Group first reported a position in Progressive in Q3 2022 and held it in 6 quarters.
National Wealth Management Group's Progressive position peaked at $1.19M in Q3 2024.
1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on National Wealth Management Group's 13F filing for Q3 2025, filed 31 Oct 2025.