R.M. Davis Inc’s Progressive PGR Stock Holding History

R.M. Davis Inc’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	-1,119	Closed	-$268K	–	287
2024 Q4	$268K	Buy	1,119 +90	+9%	+$22.7K	0.01%	239
2024 Q3	$261K	Hold	1,029	–	–	0.01%	247
2024 Q2	$214K	Sell	1,029 -277	-21%	-$58K	﹤0.01%	264
2024 Q1	$270K	Hold	1,306	–	–	0.01%	235
2023 Q4	$208K	Buy	+1,306	New	+$204K	﹤0.01%	258
2023 Q2	–	Sell	-1,425	Closed	-$204K	–	281
2023 Q1	$204K	Buy	+1,425	New	+$196K	0.01%	266

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

R.M. Davis Inc's PGR Position: Q1 2025 in Review

R.M. Davis Inc sold out of Progressive (PGR) in Q1 2025, closing a stake of 1,119 shares — an estimated $268K sold.

R.M. Davis Inc first reported a position in PGR in Q1 2023 and held it in 6 quarters. The position peaked at $270K in Q1 2024. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

R.M. Davis Inc reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
R.M. Davis Inc sold 1,119 Progressive shares in Q1 2025, an estimated $268K.
R.M. Davis Inc first reported a position in Progressive in Q1 2023 and held it in 6 quarters.
R.M. Davis Inc's Progressive position peaked at $270K in Q1 2024.
1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on R.M. Davis Inc's 13F filing for Q1 2025, filed 8 May 2025.