Steel Grove Capital Advisors’s Progressive PGR Stock Holding History

Steel Grove Capital 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	–	Sell	-907	Closed	-$217K	–	185
2024 Q4	$217K	Sell	907 -32	-3%	-$8.06K	0.03%	172
2024 Q3	$236K	Buy	+939	New	+$218K	0.03%	157
2020 Q1	–	Sell	-14,496	Closed	-$1.05M	–	130
2019 Q4	$1.05M	Buy	14,496 +462	+3%	+$33.3K	0.59%	64
2019 Q3	$1.08M	Sell	14,034 -334	-2%	-$26.3K	0.64%	62
2019 Q2	$1.15M	Sell	14,368 -248	-2%	-$19.2K	0.71%	58
2019 Q1	$1.05M	Sell	14,616 -5,429	-27%	-$372K	0.68%	62
2018 Q4	$1.21M	Sell	20,045 -1,625	-7%	-$108K	0.17%	118
2018 Q3	$1.54M	Buy	21,670 +317	+1%	+$20.4K	0.22%	96
2018 Q2	$1.26M	Sell	21,353 -7,635	-26%	-$467K	0.2%	104
2018 Q1	$1.77M	Buy	28,988 +13,538	+88%	+$773K	0.28%	83
2017 Q4	$870K	Buy	+15,450	New	+$799K	0.13%	143

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Steel Grove Capital Advisors's PGR Position: Q1 2025 in Review

Steel Grove Capital Advisors sold out of Progressive (PGR) in Q1 2025, closing a stake of 907 shares — an estimated $217K sold.

Steel Grove Capital Advisors first reported a position in PGR in Q4 2017 and held it in 11 quarters. The position peaked at $1.77M in Q1 2018. 1,841 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

Steel Grove Capital Advisors reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
Steel Grove Capital Advisors sold 907 Progressive shares in Q1 2025, an estimated $217K.
Steel Grove Capital Advisors first reported a position in Progressive in Q4 2017 and held it in 11 quarters.
Steel Grove Capital Advisors's Progressive position peaked at $1.77M in Q1 2018.
1,841 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.