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Next Financial Group’s Progressive PGR Stock Holding History

Next Financial 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
2021
Q4 		$81K Buy
784
+515
+191% +$49.2K 0.01% 1273
2021
Q3 		$25K Buy
269
+68
+34% +$6.48K ﹤0.01% 1719
2021
Q2 		$20K Sell
201
-4,498
-96% -$445K ﹤0.01% 1749
2021
Q1 		$449K Buy
4,699
+147
+3% +$13.4K 0.04% 464
2020
Q4 		$451K Sell
4,552
-2,264
-33% -$214K 0.04% 410
2020
Q3 		$646K Buy
6,816
+527
+8% +$47.4K 0.07% 278
2020
Q2 		$504K Buy
6,289
+1,901
+43% +$148K 0.06% 293
2020
Q1 		$324K Sell
4,388
-679
-13% -$52.3K 0.04% 380
2019
Q4 		$367K Sell
5,067
-3,301
-39% -$238K 0.04% 452
2019
Q3 		$646K Buy
8,368
+1,297
+18% +$102K 0.07% 305
2019
Q2 		$565K Sell
7,071
-946
-12% -$73.2K 0.06% 314
2019
Q1 		$578K Buy
8,017
+7,895
+6,471% +$541K 0.15% 94
2018
Q4 		$7K Buy
122
+22
+22% +$1.46K ﹤0.01% 1453
2018
Q3 		$7K Buy
+100
New +$6.43K ﹤0.01% 1100
2017
Q4 		– Sell
-100
Closed -$5K – 1073
2017
Q3 		$5K Hold
100
– – ﹤0.01% 1430
2017
Q2 		$4K Hold
100
– – ﹤0.01% 1621
2017
Q1 		$4K Buy
+100
New +$3.82K ﹤0.01% 1577
2016
Q4 		– Sell
-14
Closed – – 2458
2016
Q3 		$0 Buy
+14
New +$456 ﹤0.01% 2414
2014
Q4 		– Sell
-84
Closed -$2K – 2234
2014
Q3 		$2K Buy
+84
New +$2.07K ﹤0.01% 2325

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Next Financial Group's PGR Position: Q4 2021 in Review

Next Financial Group increased its Progressive (PGR) stake by 191% in Q4 2021, buying an estimated $49.2K and bringing the position to 784 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #1273.

Next Financial Group first reported a position in PGR in Q3 2014 and has held it in 19 quarters since. The position peaked at $646K in Q3 2020. 1,056 funds tracked by Wall St. Rank hold PGR as of Q4 2021.

  • Next Financial Group held 784 shares of Progressive worth $81K as of Q4 2021.
  • Next Financial Group bought 515 Progressive shares in Q4 2021, an estimated $49.2K.
  • Progressive made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1273 holding.
  • Next Financial Group first reported a position in Progressive in Q3 2014 and has held it in 19 quarters since.
  • Next Financial Group's Progressive position peaked at $646K in Q3 2020.
  • 1,056 funds tracked by Wall St. Rank held Progressive as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.