TW
PGR icon

Transform Wealth’s Progressive PGR Stock Holding History

Transform Wealth’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
Q1 		$7.73M Buy
27,298
+3,094
+13% +$809K 0.47% 62
2024
Q4 		$5.8M Buy
+24,204
New +$6.09M 0.32% 71

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Transform Wealth's PGR Position: Q1 2025 in Review

Transform Wealth increased its Progressive (PGR) stake by 13% in Q1 2025, buying an estimated $809K and bringing the position to 27,298 shares worth $7.73M. The position accounts for 0.47% of the portfolio, ranked #62.

Transform Wealth first reported a position in PGR in Q4 2024 and has held it in 2 quarters since. 1,841 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Transform Wealth held 27,298 shares of Progressive worth $7.73M as of Q1 2025.
  • Transform Wealth bought 3,094 Progressive shares in Q1 2025, an estimated $809K.
  • Progressive made up 0.47% of Transform Wealth's portfolio in Q1 2025, its #62 holding.
  • Transform Wealth first reported a position in Progressive in Q4 2024 and has held it in 2 quarters since.
  • 1,841 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.