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Orion Portfolio Solutions’s Progressive PGR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$20.6M Sell
72,645
-262
-0.4% -$68.5K 0.2% 99
2024
Q4 		$17.5M Sell
72,907
-3,329
-4% -$838K 0.17% 115
2024
Q3 		$19.3M Sell
76,236
-9,795
-11% -$2.28M 0.19% 104
2024
Q2 		$17.9M Sell
86,031
-4,248
-5% -$889K 0.19% 107
2024
Q1 		$18.7M Sell
90,279
-5,805
-6% -$1.08M 0.2% 100
2023
Q4 		$15.9M Buy
96,084
+310
+0.3% +$48.5K 0.18% 113
2023
Q3 		$13.3M Buy
95,774
+2,131
+2% +$280K 0.16% 131
2023
Q2 		$11.6M Sell
93,643
-21,617
-19% -$2.9M 0.12% 158
2023
Q1 		$16.3M Buy
115,260
+110,733
+2,446% +$15.3M 0.2% 103
2022
Q4 		$587K Buy
4,527
+1,202
+36% +$152K 0.02% 451
2022
Q3 		$386K Buy
3,325
+825
+33% +$99.3K 0.02% 502
2022
Q2 		$291K Buy
2,500
+31
+1% +$3.52K 0.01% 562
2022
Q1 		$281K Buy
2,469
+61
+3% +$6.6K 0.01% 592
2021
Q4 		$247K Buy
2,408
+15
+0.6% +$1.43K 0.01% 628
2021
Q3 		$216K Sell
2,393
-1,546
-39% -$147K 0.01% 611
2021
Q2 		$387K Sell
3,939
-219
-5% -$21.7K 0.02% 417
2021
Q1 		$398K Buy
4,158
+1,362
+49% +$124K 0.02% 367
2020
Q4 		$276K Buy
+2,796
New +$265K 0.01% 411
2020
Q3 		– Sell
-1,697
Closed -$136K – 1585
2020
Q2 		$136K Buy
1,697
+484
+40% +$37.8K 0.01% 479
2020
Q1 		$90K Buy
1,213
+120
+11% +$9.25K 0.01% 463
2019
Q4 		$79K Buy
+1,093
New +$78.8K 0.01% 458

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Orion Portfolio Solutions's PGR Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Progressive (PGR) stake by 0.36% in Q1 2025, selling an estimated $68.5K and leaving 72,645 shares worth $20.6M. The position accounts for 0.2% of the portfolio, ranked #99.

Orion Portfolio Solutions first reported a position in PGR in Q4 2019 and has held it in 21 quarters since. 1,847 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Orion Portfolio Solutions held 72,645 shares of Progressive worth $20.6M as of Q1 2025.
  • Orion Portfolio Solutions sold 262 Progressive shares in Q1 2025, an estimated $68.5K.
  • Progressive made up 0.2% of Orion Portfolio Solutions's portfolio in Q1 2025, its #99 holding.
  • Orion Portfolio Solutions first reported a position in Progressive in Q4 2019 and has held it in 21 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.