TMD Wealth Management’s Progressive PGR Stock Holding History

TMD Wealth Management’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 Q2	$851K	Hold	4,096	–	–	0.19%	28
2024 Q1	$847K	Hold	4,096	–	–	0.2%	31
2023 Q4	$652K	Hold	4,096	–	–	0.17%	33
2023 Q3	$571K	Hold	4,096	–	–	0.16%	30
2023 Q2	$542K	Hold	4,096	–	–	0.14%	29
2023 Q1	$586K	Hold	4,096	–	–	0.17%	27
2022 Q4	$531K	Sell	4,096 -1,500	-27%	-$190K	0.24%	26
2022 Q3	$650K	Hold	5,596	–	–	0.29%	21
2022 Q2	$651K	Hold	5,596	–	–	0.27%	23
2022 Q1	$638K	Hold	5,596	–	–	0.25%	22
2021 Q4	$574K	Hold	5,596	–	–	0.21%	25
2021 Q3	$506K	Hold	5,596	–	–	0.21%	23
2021 Q2	$550K	Hold	5,596	–	–	0.24%	22
2021 Q1	$535K	Sell	5,596 -19	-0.3%	-$1.73K	0.25%	21
2020 Q4	$555K	Buy	+5,615	New	+$531K	0.31%	17

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TMD Wealth Management's PGR Position: Q2 2024 in Review

TMD Wealth Management held its Progressive (PGR) position steady in Q2 2024 at 4,096 shares worth $851K. The position accounts for 0.19% of the portfolio, ranked #28.

TMD Wealth Management first reported a position in PGR in Q4 2020 and has held it in 15 quarters since. 1,523 funds tracked by Wall St. Rank hold PGR as of Q2 2024.

TMD Wealth Management held 4,096 shares of Progressive worth $851K as of Q2 2024.
TMD Wealth Management left its Progressive share count unchanged in Q2 2024.
Progressive made up 0.19% of TMD Wealth Management's portfolio in Q2 2024, its #28 holding.
TMD Wealth Management first reported a position in Progressive in Q4 2020 and has held it in 15 quarters since.
1,523 funds tracked by Wall St. Rank held Progressive as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.