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Steward Financial Group’s Progressive PGR Stock Holding History

Steward Financial Group’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
2023
Q3 		$58K Buy
421
+71
+20% +$9.34K 0.02% 137
2023
Q2 		$46K Buy
+350
New +$46.9K 0.01% 150
2022
Q3 		– Sell
-313
Closed -$36K – 977
2022
Q2 		$36K Sell
313
-3
-0.9% -$340 0.03% 121
2022
Q1 		$36K Buy
316
+286
+953% +$30.9K 0.03% 110
2021
Q4 		$3K Buy
+30
New +$2.86K ﹤0.01% 211

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Steward Financial Group's PGR Position: Q3 2023 in Review

Steward Financial Group increased its Progressive (PGR) stake by 20% in Q3 2023, buying an estimated $9.34K and bringing the position to 421 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #137.

Steward Financial Group first reported a position in PGR in Q4 2021 and has held it in 5 quarters since. 1,170 funds tracked by Wall St. Rank hold PGR as of Q3 2023.

  • Steward Financial Group held 421 shares of Progressive worth $58K as of Q3 2023.
  • Steward Financial Group bought 71 Progressive shares in Q3 2023, an estimated $9.34K.
  • Progressive made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #137 holding.
  • Steward Financial Group first reported a position in Progressive in Q4 2021 and has held it in 5 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Progressive as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.