PMG
PGR icon

ProVise Management Group’s Progressive PGR Stock Holding History

ProVise 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
2024
Q1 		– Sell
-1,779
Closed -$283K – 330
2023
Q4 		$283K Buy
1,779
+6
+0.3% +$939 0.02% 288
2023
Q3 		$247K Buy
1,773
+258
+17% +$33.9K 0.02% 294
2023
Q2 		$201K Buy
+1,515
New +$203K 0.02% 327

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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ProVise Management Group's PGR Position: Q1 2024 in Review

ProVise Management Group sold out of Progressive (PGR) in Q1 2024, closing a stake of 1,779 shares — an estimated $283K sold.

ProVise Management Group first reported a position in PGR in Q2 2023 and held it in 3 quarters. The position peaked at $283K in Q4 2023. 1,459 funds tracked by Wall St. Rank hold PGR as of Q1 2024.

  • ProVise Management Group reported no remaining Progressive position as of Q1 2024 after selling out during the quarter.
  • ProVise Management Group sold 1,779 Progressive shares in Q1 2024, an estimated $283K.
  • ProVise Management Group first reported a position in Progressive in Q2 2023 and held it in 3 quarters.
  • ProVise Management Group's Progressive position peaked at $283K in Q4 2023.
  • 1,459 funds tracked by Wall St. Rank held Progressive as of Q1 2024.

Based on ProVise Management Group's 13F filing for Q1 2024, filed 9 May 2024.