TFF
PGR icon

The Family Firm’s Progressive PGR Stock Holding History

The Family Firm’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
Q2 		– Sell
-834
Closed -$236K – 174
2025
Q1 		$236K Buy
+834
New +$218K 0.05% 190
2024
Q4 		– Sell
-1,071
Closed -$272K – 220
2024
Q3 		$272K Buy
1,071
+225
+27% +$52.3K 0.06% 178
2024
Q2 		$176K Sell
846
-146
-15% -$30.6K 0.04% 211
2024
Q1 		$205K Buy
+992
New +$184K 0.05% 191

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

The Family Firm's PGR Position: Q2 2025 in Review

The Family Firm sold out of Progressive (PGR) in Q2 2025, closing a stake of 834 shares — an estimated $236K sold.

The Family Firm first reported a position in PGR in Q1 2024 and held it in 4 quarters. The position peaked at $272K in Q3 2024. 1,905 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • The Family Firm reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 834 Progressive shares in Q2 2025, an estimated $236K.
  • The Family Firm first reported a position in Progressive in Q1 2024 and held it in 4 quarters.
  • The Family Firm's Progressive position peaked at $272K in Q3 2024.
  • 1,905 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.