PIM
PGR icon

Perpetual Investment Management’s Progressive PGR Stock Holding History

Perpetual Investment 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
2022
Q4 		$272K Hold
2,100
– – 0.03% 185
2022
Q3 		$244K Hold
2,100
– – 0.04% 192
2022
Q2 		$244K Hold
2,100
– – 0.04% 191
2022
Q1 		$239K Hold
2,100
– – 0.03% 210
2021
Q4 		$216K Sell
2,100
-1,100
-34% -$105K 0.02% 220
2021
Q3 		$289K Hold
3,200
– – 0.04% 183
2021
Q2 		$314K Buy
+3,200
New +$317K 0.04% 176

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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Perpetual Investment Management's PGR Position: Q4 2022 in Review

Perpetual Investment Management held its Progressive (PGR) position steady in Q4 2022 at 2,100 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #185.

Perpetual Investment Management first reported a position in PGR in Q2 2021 and has held it in 7 quarters since. The position peaked at $314K in Q2 2021. 1,171 funds tracked by Wall St. Rank hold PGR as of Q4 2022.

  • Perpetual Investment Management held 2,100 shares of Progressive worth $272K as of Q4 2022.
  • Perpetual Investment Management left its Progressive share count unchanged in Q4 2022.
  • Progressive made up 0.03% of Perpetual Investment Management's portfolio in Q4 2022, its #185 holding.
  • Perpetual Investment Management first reported a position in Progressive in Q2 2021 and has held it in 7 quarters since.
  • Perpetual Investment Management's Progressive position peaked at $314K in Q2 2021.
  • 1,171 funds tracked by Wall St. Rank held Progressive as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.