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TrinityPoint Wealth’s Progressive PGR Stock Holding History

TrinityPoint 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
2024
Q4 		$250K Hold
1,042
– – 0.04% 289
2024
Q3 		$264K Buy
1,042
+10
+1% +$2.33K 0.04% 281
2024
Q2 		$214K Buy
+1,032
New +$216K 0.03% 297

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TrinityPoint Wealth's PGR Position: Q4 2024 in Review

TrinityPoint Wealth held its Progressive (PGR) position steady in Q4 2024 at 1,042 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #289.

TrinityPoint Wealth first reported a position in PGR in Q2 2024 and has held it in 3 quarters since. The position peaked at $264K in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

  • TrinityPoint Wealth held 1,042 shares of Progressive worth $250K as of Q4 2024.
  • TrinityPoint Wealth left its Progressive share count unchanged in Q4 2024.
  • Progressive made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #289 holding.
  • TrinityPoint Wealth first reported a position in Progressive in Q2 2024 and has held it in 3 quarters since.
  • TrinityPoint Wealth's Progressive position peaked at $264K in Q3 2024.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.