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Sheaff Brock Investment Advisors’s Progressive PGR Stock Holding History

Sheaff Brock 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 		$2.45M Buy
8,661
+52
+0.6% +$13.6K 0.22% 88
2024
Q4 		$2.06M Sell
8,609
-45
-0.5% -$11.3K 0.18% 104
2024
Q3 		$2.2M Buy
8,654
+6,754
+355% +$1.57M 0.19% 101
2024
Q2 		$395K Sell
1,900
-1,800
-49% -$377K 0.04% 280
2024
Q1 		$765K Buy
3,700
+1,200
+48% +$223K 0.05% 230
2023
Q4 		$398K Buy
+2,500
New +$391K 0.03% 297
2019
Q4 		– Sell
-13,739
Closed -$1.06M – 495
2019
Q3 		$1.06M Sell
13,739
-332
-2% -$26.1K 0.11% 131
2019
Q2 		$1.13M Sell
14,071
-619
-4% -$47.9K 0.12% 123
2019
Q1 		$1.06M Sell
14,690
-631
-4% -$43.2K 0.13% 130
2018
Q4 		$924K Buy
+15,321
New +$1.02M 0.15% 128

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

Sheaff Brock Investment Advisors's PGR Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Progressive (PGR) stake by 0.6% in Q1 2025, buying an estimated $13.6K and bringing the position to 8,661 shares worth $2.45M. The position accounts for 0.22% of the portfolio, ranked #88.

Sheaff Brock Investment Advisors first reported a position in PGR in Q4 2018 and has held it in 10 quarters since. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Sheaff Brock Investment Advisors held 8,661 shares of Progressive worth $2.45M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 52 Progressive shares in Q1 2025, an estimated $13.6K.
  • Progressive made up 0.22% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #88 holding.
  • Sheaff Brock Investment Advisors first reported a position in Progressive in Q4 2018 and has held it in 10 quarters since.
  • 1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.