RFA
PGR icon

Reilly Financial Advisors’s Progressive PGR Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$9K Buy
87
+49
+129% +$4.68K ﹤0.01% 738
2021
Q3 		$3K Sell
38
-15
-28% -$1.43K ﹤0.01% 826
2021
Q2 		$5K Hold
53
– – ﹤0.01% 799
2021
Q1 		$5K Hold
53
– – ﹤0.01% 798
2020
Q4 		$5K Buy
+53
New +$5.01K ﹤0.01% 712

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Reilly Financial Advisors's PGR Position: Q4 2021 in Review

Reilly Financial Advisors increased its Progressive (PGR) stake by 129% in Q4 2021, buying an estimated $4.68K and bringing the position to 87 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Reilly Financial Advisors first reported a position in PGR in Q4 2020 and has held it in 5 quarters since. 1,057 funds tracked by Wall St. Rank hold PGR as of Q4 2021.

  • Reilly Financial Advisors held 87 shares of Progressive worth $9K as of Q4 2021.
  • Reilly Financial Advisors bought 49 Progressive shares in Q4 2021, an estimated $4.68K.
  • Progressive made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #738 holding.
  • Reilly Financial Advisors first reported a position in Progressive in Q4 2020 and has held it in 5 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Progressive as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.