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REDW Wealth’s Progressive PGR Stock Holding History

REDW Wealth’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
Q4 		– Sell
-1,439
Closed -$365K – 153
2024
Q3 		$365K Hold
1,439
– – 0.09% 113
2024
Q2 		$299K Hold
1,439
– – 0.08% 123
2024
Q1 		$298K Hold
1,439
– – 0.08% 121
2023
Q4 		$229K Hold
1,439
– – 0.07% 138
2023
Q3 		$200K Buy
+1,439
New +$189K 0.06% 137
2023
Q2 		– Sell
-1,415
Closed -$202K – 151
2023
Q1 		$202K Buy
+1,415
New +$195K 0.06% 141

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

REDW Wealth's PGR Position: Q4 2024 in Review

REDW Wealth sold out of Progressive (PGR) in Q4 2024, closing a stake of 1,439 shares — an estimated $365K sold.

REDW Wealth first reported a position in PGR in Q1 2023 and held it in 6 quarters. The position peaked at $365K in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

  • REDW Wealth reported no remaining Progressive position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 1,439 Progressive shares in Q4 2024, an estimated $365K.
  • REDW Wealth first reported a position in Progressive in Q1 2023 and held it in 6 quarters.
  • REDW Wealth's Progressive position peaked at $365K in Q3 2024.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.