Surevest’s Progressive PGR Stock Holding History

Surevest’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
2022 Q3	$2K	Buy	+20	New	+$2.41K	﹤0.01%	402

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Surevest's PGR Position: Q3 2022 in Review

Surevest opened a new position in Progressive (PGR) in Q3 2022: 20 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings.

1,105 funds tracked by Wall St. Rank hold PGR as of Q3 2022.

Surevest held 20 shares of Progressive worth $2K as of Q3 2022.
Progressive was a new Surevest position in Q3 2022.
Progressive made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #402 holding.
1,105 funds tracked by Wall St. Rank held Progressive as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.