PWM
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PRW Wealth Management’s Progressive PGR Stock Holding History

PRW Wealth 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
2023
Q3 		$283K Hold
1,826
– – 0.11% 76
2023
Q2 		$223K Buy
+1,826
New +$245K 0.08% 72
2019
Q2 		– Sell
-48
Closed -$4K – 499
2019
Q1 		$4K Hold
48
– – ﹤0.01% 426
2018
Q4 		$3K Buy
+48
New +$3.19K ﹤0.01% 466

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PRW Wealth Management's PGR Position: Q3 2023 in Review

PRW Wealth Management held its Progressive (PGR) position steady in Q3 2023 at 1,826 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #76.

PRW Wealth Management first reported a position in PGR in Q4 2018 and has held it in 4 quarters since. 1,171 funds tracked by Wall St. Rank hold PGR as of Q3 2023.

  • PRW Wealth Management held 1,826 shares of Progressive worth $283K as of Q3 2023.
  • PRW Wealth Management left its Progressive share count unchanged in Q3 2023.
  • Progressive made up 0.11% of PRW Wealth Management's portfolio in Q3 2023, its #76 holding.
  • PRW Wealth Management first reported a position in Progressive in Q4 2018 and has held it in 4 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Progressive as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.