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Parsec Financial Management’s Progressive PGR Stock Holding History

Parsec Financial 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
2023
Q1 		$231K Buy
+1,612
New +$222K 0.01% 272
2022
Q2 		– Sell
-1,817
Closed -$207K – 300
2022
Q1 		$207K Buy
+1,817
New +$197K 0.01% 290

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parsec Financial Management's PGR Position: Q1 2023 in Review

Parsec Financial Management opened a new position in Progressive (PGR) in Q1 2023: 1,612 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings. This is a return to the name: Parsec Financial Management previously reported a position in PGR as recently as Q1 2022.

Parsec Financial Management first reported a position in PGR in Q1 2022 and has held it in 2 quarters since. 1,187 funds tracked by Wall St. Rank hold PGR as of Q1 2023.

  • Parsec Financial Management held 1,612 shares of Progressive worth $231K as of Q1 2023.
  • Progressive was a new Parsec Financial Management position in Q1 2023.
  • Progressive made up 0.01% of Parsec Financial Management's portfolio in Q1 2023, its #272 holding.
  • Parsec Financial Management first reported a position in Progressive in Q1 2022 and has held it in 2 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Progressive as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.