OV Management’s Progressive PGR Stock Holding History

OV 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	–	Sell	-20,000	Closed	-$4.15M	–	58
2024 Q2	$4.15M	Hold	20,000	–	–	2.9%	9
2024 Q1	$4.14M	Hold	20,000	–	–	3%	8
2023 Q4	$3.19M	Buy	+20,000	New	+$3.13M	2.63%	11

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OV Management's PGR Position: Q3 2024 in Review

OV Management sold out of Progressive (PGR) in Q3 2024, closing a stake of 20,000 shares — an estimated $4.15M sold.

OV Management first reported a position in PGR in Q4 2023 and held it in 3 quarters. The position peaked at $4.15M in Q2 2024. 1,653 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

OV Management reported no remaining Progressive position as of Q3 2024 after selling out during the quarter.
OV Management sold 20,000 Progressive shares in Q3 2024, an estimated $4.15M.
OV Management first reported a position in Progressive in Q4 2023 and held it in 3 quarters.
OV Management's Progressive position peaked at $4.15M in Q2 2024.
1,653 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

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