PIA
PGR icon

Perennial Investment Advisors’s Progressive PGR Stock Holding History

Perennial Investment Advisors’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 		– Sell
-919
Closed -$220K – 461
2024
Q4 		$220K Buy
919
+59
+7% +$14.9K 0.03% 367
2024
Q3 		$218K Buy
+860
New +$200K 0.03% 350
2021
Q2 		– Sell
-2,224
Closed -$213K – 228
2021
Q1 		$213K Buy
2,224
+147
+7% +$13.4K 0.08% 178
2020
Q4 		$205K Buy
+2,077
New +$196K 0.09% 161

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Perennial Investment Advisors's PGR Position: Q1 2025 in Review

Perennial Investment Advisors sold out of Progressive (PGR) in Q1 2025, closing a stake of 919 shares — an estimated $220K sold.

Perennial Investment Advisors first reported a position in PGR in Q4 2020 and held it in 4 quarters. The position peaked at $220K in Q4 2024. 1,841 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Perennial Investment Advisors reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 919 Progressive shares in Q1 2025, an estimated $220K.
  • Perennial Investment Advisors first reported a position in Progressive in Q4 2020 and held it in 4 quarters.
  • Perennial Investment Advisors's Progressive position peaked at $220K in Q4 2024.
  • 1,841 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Perennial Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.