Steward Partners Investment Solutions’s Progressive PGR Stock Holding History

Steward Partners Investment Solutions’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
2024 Q1	$541K	Buy	+2,617	New	+$486K	0.09%	145

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Steward Partners Investment Solutions's PGR Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Progressive (PGR) in Q1 2024: 2,617 shares worth $541K. The stake represents 0.09% of the portfolio and ranks #145 among its holdings.

1,462 funds tracked by Wall St. Rank hold PGR as of Q1 2024.

Steward Partners Investment Solutions held 2,617 shares of Progressive worth $541K as of Q1 2024.
Progressive was a new Steward Partners Investment Solutions position in Q1 2024.
Progressive made up 0.09% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #145 holding.
1,462 funds tracked by Wall St. Rank held Progressive as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.