Stephens Consulting’s Progressive PGR Stock Holding History

Stephens Consulting’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 Q4	$456	Buy	+2	New	+$452	﹤0.01%	435
2025 Q3	–	Sell	-6	Closed	-$1.6K	–	950
2025 Q2	$1.6K	Buy	+6	New	+$1.65K	﹤0.01%	549
2025 Q1	–	Sell	-37	Closed	-$8.87K	–	1546
2024 Q4	$8.87K	Hold	37	–	–	﹤0.01%	365
2024 Q3	$9.39K	Sell	37 -74	-67%	-$17.2K	﹤0.01%	340
2024 Q2	$23.1K	Buy	+111	New	+$23.2K	0.01%	250

Other funds holding PGR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Stephens Consulting's PGR Position: Q4 2025 in Review

Stephens Consulting opened a new position in Progressive (PGR) in Q4 2025: 2 shares worth $456. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in PGR as recently as Q2 2025.

Stephens Consulting first reported a position in PGR in Q2 2024 and has held it in 5 quarters since. The position peaked at $23.1K in Q2 2024. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

Stephens Consulting held 2 shares of Progressive worth $456 as of Q4 2025.
Progressive was a new Stephens Consulting position in Q4 2025.
Progressive made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #435 holding.
Stephens Consulting first reported a position in Progressive in Q2 2024 and has held it in 5 quarters since.
Stephens Consulting's Progressive position peaked at $23.1K in Q2 2024.
1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.