Nicolet Advisory Services’s Progressive PGR Stock Holding History

Nicolet Advisory 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
2025 Q4	$945K	Buy	4,366 +10	+0.2%	+$2.26K	0.06%	146
2025 Q3	$1.06M	Sell	4,356 -700	-14%	-$173K	0.08%	120
2025 Q2	$1.22M	Sell	5,056 -554	-10%	-$152K	0.1%	102
2025 Q1	$1.53M	Buy	5,610 +697	+14%	+$182K	0.15%	76
2024 Q4	$1.16M	Buy	4,913 +423	+9%	+$106K	0.11%	97
2024 Q3	$1.13M	Buy	4,490 +182	+4%	+$42.3K	0.11%	105
2024 Q2	$905K	Buy	4,308 +180	+4%	+$37.7K	0.09%	117
2024 Q1	$845K	Buy	4,128 +131	+3%	+$24.3K	0.09%	122
2023 Q4	$650K	Sell	3,997 -12	-0.3%	-$1.88K	0.07%	139
2023 Q3	$570K	Buy	4,009 +528	+15%	+$69.5K	0.06%	148
2023 Q2	$458K	Buy	3,481 +1,227	+54%	+$164K	0.05%	166
2023 Q1	$332K	Buy	+2,254	New	+$311K	0.04%	198

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Nicolet Advisory Services's PGR Position: Q4 2025 in Review

Nicolet Advisory Services increased its Progressive (PGR) stake by 0.23% in Q4 2025, buying an estimated $2.26K and bringing the position to 4,366 shares worth $945K. The position accounts for 0.06% of the portfolio, ranked #146.

Nicolet Advisory Services first reported a position in PGR in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.53M in Q1 2025. 1,828 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

Nicolet Advisory Services held 4,366 shares of Progressive worth $945K as of Q4 2025.
Nicolet Advisory Services bought 10 Progressive shares in Q4 2025, an estimated $2.26K.
Progressive made up 0.06% of Nicolet Advisory Services's portfolio in Q4 2025, its #146 holding.
Nicolet Advisory Services first reported a position in Progressive in Q1 2023 and has held it in 12 quarters since.
Nicolet Advisory Services's Progressive position peaked at $1.53M in Q1 2025.
1,828 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.