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Trivant Custom Portfolio Group’s Progressive PGR Stock Holding History

Trivant Custom Portfolio Group’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
Q3 		– Sell
-3,831
Closed -$1.02M – 86
2025
Q2 		$1.02M Buy
3,831
+176
+5% +$48.2K 0.56% 52
2025
Q1 		$1.03M Buy
+3,655
New +$956K 0.59% 49

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Trivant Custom Portfolio Group's PGR Position: Q3 2025 in Review

Trivant Custom Portfolio Group sold out of Progressive (PGR) in Q3 2025, closing a stake of 3,831 shares — an estimated $1.02M sold.

Trivant Custom Portfolio Group first reported a position in PGR in Q1 2025 and held it in 2 quarters. The position peaked at $1.03M in Q1 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Trivant Custom Portfolio Group reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 3,831 Progressive shares in Q3 2025, an estimated $1.02M.
  • Trivant Custom Portfolio Group first reported a position in Progressive in Q1 2025 and held it in 2 quarters.
  • Trivant Custom Portfolio Group's Progressive position peaked at $1.03M in Q1 2025.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q3 2025, filed 5 Nov 2025.