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Schechter Investment Advisors’s Progressive PGR Stock Holding History

Schechter Investment 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
2025
Q1 		$1.36M Sell
4,809
-767
-14% -$201K 0.11% 179
2024
Q4 		$1.34M Sell
5,576
-337
-6% -$84.8K 0.1% 190
2024
Q3 		$1.5M Buy
5,913
+314
+6% +$73K 0.11% 177
2024
Q2 		$1.16M Sell
5,599
-22
-0.4% -$4.61K 0.09% 209
2024
Q1 		$1.16M Sell
5,621
-738
-12% -$137K 0.09% 214
2023
Q4 		$1.01M Sell
6,359
-2,663
-30% -$417K 0.09% 226
2023
Q3 		$1.26M Buy
9,022
+2,074
+30% +$273K 0.12% 183
2023
Q2 		$920K Buy
6,948
+1,326
+24% +$178K 0.08% 258
2023
Q1 		$804K Buy
5,622
+53
+1% +$7.31K 0.07% 303
2022
Q4 		$722K Buy
5,569
+92
+2% +$11.7K 0.07% 389
2022
Q3 		$636K Buy
5,477
+147
+3% +$17.7K 0.06% 433
2022
Q2 		$619K Buy
5,330
+1,313
+33% +$149K 0.06% 461
2022
Q1 		$458K Buy
4,017
+1,680
+72% +$182K 0.04% 560
2021
Q4 		$240K Buy
+2,337
New +$223K 0.02% 749

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

Schechter Investment Advisors's PGR Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Progressive (PGR) stake by 14% in Q1 2025, selling an estimated $201K and leaving 4,809 shares worth $1.36M. The position accounts for 0.11% of the portfolio, ranked #179.

Schechter Investment Advisors first reported a position in PGR in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.5M in Q3 2024. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Schechter Investment Advisors held 4,809 shares of Progressive worth $1.36M as of Q1 2025.
  • Schechter Investment Advisors sold 767 Progressive shares in Q1 2025, an estimated $201K.
  • Progressive made up 0.11% of Schechter Investment Advisors's portfolio in Q1 2025, its #179 holding.
  • Schechter Investment Advisors first reported a position in Progressive in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Progressive position peaked at $1.5M in Q3 2024.
  • 1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.