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Shepherd Wealth Management’s Progressive PGR Stock Holding History

Shepherd 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
Q3 		– Sell
-6,252
Closed -$1.54M – 52
2025
Q2 		$1.54M Sell
6,252
-5,626
-47% -$1.54M 1.05% 15
2025
Q1 		$3.36M Buy
+11,878
New +$3.11M 3.46% 13

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Shepherd Wealth Management's PGR Position: Q3 2025 in Review

Shepherd Wealth Management sold out of Progressive (PGR) in Q3 2025, closing a stake of 6,252 shares — an estimated $1.54M sold.

Shepherd Wealth Management first reported a position in PGR in Q1 2025 and held it in 2 quarters. The position peaked at $3.36M in Q1 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Shepherd Wealth Management reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Shepherd Wealth Management sold 6,252 Progressive shares in Q3 2025, an estimated $1.54M.
  • Shepherd Wealth Management first reported a position in Progressive in Q1 2025 and held it in 2 quarters.
  • Shepherd Wealth Management's Progressive position peaked at $3.36M in Q1 2025.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Shepherd Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.