TKG Advisors’s Progressive PGR Stock Holding History

TKG Advisors’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 Q2	–	Sell	-5,564	Closed	-$796K	–	106
2023 Q1	$796K	Sell	5,564 -400	-7%	-$55.2K	0.5%	46
2022 Q4	$774K	Buy	+5,964	New	+$756K	0.51%	50

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

TKG Advisors's PGR Position: Q2 2023 in Review

TKG Advisors sold out of Progressive (PGR) in Q2 2023, closing a stake of 5,564 shares — an estimated $796K sold.

TKG Advisors first reported a position in PGR in Q4 2022 and held it in 2 quarters. The position peaked at $796K in Q1 2023. 1,179 funds tracked by Wall St. Rank hold PGR as of Q2 2023.

TKG Advisors reported no remaining Progressive position as of Q2 2023 after selling out during the quarter.
TKG Advisors sold 5,564 Progressive shares in Q2 2023, an estimated $796K.
TKG Advisors first reported a position in Progressive in Q4 2022 and held it in 2 quarters.
TKG Advisors's Progressive position peaked at $796K in Q1 2023.
1,179 funds tracked by Wall St. Rank held Progressive as of Q2 2023.

Based on TKG Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.