SWM
PGR icon

Sagace Wealth Management’s Progressive PGR Stock Holding History

Sagace 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
-715
Closed -$202K – 68
2025
Q1 		$202K Buy
+715
New +$187K 0.15% 61
2024
Q4 		– Sell
-871
Closed -$219K – 68
2024
Q3 		$219K Buy
+871
New +$203K 0.17% 59

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

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

Sagace Wealth Management sold out of Progressive (PGR) in Q2 2025, closing a stake of 715 shares — an estimated $202K sold.

Sagace Wealth Management first reported a position in PGR in Q3 2024 and held it in 2 quarters. The position peaked at $219K in Q3 2024. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Sagace Wealth Management reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
  • Sagace Wealth Management sold 715 Progressive shares in Q2 2025, an estimated $202K.
  • Sagace Wealth Management first reported a position in Progressive in Q3 2024 and held it in 2 quarters.
  • Sagace Wealth Management's Progressive position peaked at $219K in Q3 2024.
  • 1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Sagace Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.