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Provence Wealth Management Group’s Progressive PGR Stock Holding History

Provence Wealth Management Group’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
Q4 		$248K Buy
1,558
+52
+3% +$8.14K 0.13% 144
2023
Q3 		$210K Buy
+1,506
New +$198K 0.13% 141

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Provence Wealth Management Group's PGR Position: Q4 2023 in Review

Provence Wealth Management Group increased its Progressive (PGR) stake by 3.5% in Q4 2023, buying an estimated $8.14K and bringing the position to 1,558 shares worth $248K. The position accounts for 0.13% of the portfolio, ranked #144.

Provence Wealth Management Group first reported a position in PGR in Q3 2023 and has held it in 2 quarters since. 1,328 funds tracked by Wall St. Rank hold PGR as of Q4 2023.

  • Provence Wealth Management Group held 1,558 shares of Progressive worth $248K as of Q4 2023.
  • Provence Wealth Management Group bought 52 Progressive shares in Q4 2023, an estimated $8.14K.
  • Progressive made up 0.13% of Provence Wealth Management Group's portfolio in Q4 2023, its #144 holding.
  • Provence Wealth Management Group first reported a position in Progressive in Q3 2023 and has held it in 2 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Progressive as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.