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SMART Wealth’s Progressive PGR Stock Holding History

SMART Wealth’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
-3,553
Closed -$948K – 172
2025
Q2 		$948K Buy
3,553
+462
+15% +$127K 0.3% 85
2025
Q1 		$875K Buy
3,091
+641
+26% +$168K 0.31% 76
2024
Q4 		$587K Buy
2,450
+1,286
+110% +$324K 0.21% 97
2024
Q3 		$295K Buy
+1,164
New +$271K 0.12% 112

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

SMART Wealth's PGR Position: Q3 2025 in Review

SMART Wealth sold out of Progressive (PGR) in Q3 2025, closing a stake of 3,553 shares — an estimated $948K sold.

SMART Wealth first reported a position in PGR in Q3 2024 and held it in 4 quarters. The position peaked at $948K in Q2 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • SMART Wealth reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • SMART Wealth sold 3,553 Progressive shares in Q3 2025, an estimated $948K.
  • SMART Wealth first reported a position in Progressive in Q3 2024 and held it in 4 quarters.
  • SMART Wealth's Progressive position peaked at $948K in Q2 2025.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.