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Ruedi Wealth Management’s Progressive PGR Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-27
Closed -$7.64K – 253
2025
Q1 		$7.64K Hold
27
– – ﹤0.01% 186
2024
Q4 		$6.47K Hold
27
– – ﹤0.01% 194
2024
Q3 		$6.85K Sell
27
-29
-52% -$6.74K ﹤0.01% 195
2024
Q2 		$11.6K Buy
+56
New +$11.7K ﹤0.01% 170

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ruedi Wealth Management's PGR Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Progressive (PGR) in Q2 2025, closing a stake of 27 shares — an estimated $7.64K sold.

Ruedi Wealth Management first reported a position in PGR in Q2 2024 and held it in 4 quarters. The position peaked at $11.6K in Q2 2024. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 27 Progressive shares in Q2 2025, an estimated $7.64K.
  • Ruedi Wealth Management first reported a position in Progressive in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Progressive position peaked at $11.6K in Q2 2024.
  • 1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.