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Patriot Financial Group Insurance Agency’s Progressive PGR Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-30
Closed -$3K – 1513
2022
Q2 		$3K Sell
30
-68
-69% -$7.71K ﹤0.01% 1666
2022
Q1 		$11K Hold
98
– – ﹤0.01% 1326
2021
Q4 		$10K Sell
98
-36
-27% -$3.44K ﹤0.01% 1494
2021
Q3 		$12K Buy
134
+93
+227% +$8.86K ﹤0.01% 1408
2021
Q2 		$4K Sell
41
-6
-13% -$593 ﹤0.01% 1721
2021
Q1 		$4K Sell
47
-1
-2% -$91 ﹤0.01% 1635
2020
Q4 		$5K Sell
48
-32
-40% -$3.03K ﹤0.01% 1440
2020
Q3 		$8K Buy
80
+14
+21% +$1.26K ﹤0.01% 1106
2020
Q2 		$5K Buy
66
+19
+40% +$1.48K ﹤0.01% 1190
2020
Q1 		$3K Sell
47
-65
-58% -$5.01K ﹤0.01% 1234
2019
Q4 		$8K Buy
112
+61
+120% +$4.4K ﹤0.01% 889
2019
Q3 		$4K Sell
51
-16
-24% -$1.26K ﹤0.01% 992
2019
Q2 		$6K Sell
67
-1
-1% -$77 ﹤0.01% 905
2019
Q1 		$5K Buy
+68
New +$4.66K ﹤0.01% 860

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PGR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Progressive (PGR) in Q3 2022, closing a stake of 30 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in PGR in Q1 2019 and held it in 14 quarters. The position peaked at $12K in Q3 2021. 1,106 funds tracked by Wall St. Rank hold PGR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Progressive position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 30 Progressive shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Progressive in Q1 2019 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's Progressive position peaked at $12K in Q3 2021.
  • 1,106 funds tracked by Wall St. Rank held Progressive as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.