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Trust Investment Advisors’s Progressive PGR Stock Holding History

Trust Investment 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
2025
Q1 		– Sell
-910
Closed -$218K – 137
2024
Q4 		$218K Sell
910
-29
-3% -$7.3K 0.14% 99
2024
Q3 		$238K Buy
+939
New +$218K 0.15% 98
2024
Q2 		– Sell
-1,168
Closed -$242K – 126
2024
Q1 		$242K Buy
+1,168
New +$217K 0.17% 81
2023
Q2 		– Sell
-1,835
Closed -$263K – 107
2023
Q1 		$263K Buy
1,835
+38
+2% +$5.24K 0.24% 74
2022
Q4 		$233K Buy
+1,797
New +$228K 0.22% 82
2022
Q3 		– Sell
-1,826
Closed -$212K – 100
2022
Q2 		$212K Buy
+1,826
New +$207K 0.2% 86

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

Trust Investment Advisors's PGR Position: Q1 2025 in Review

Trust Investment Advisors sold out of Progressive (PGR) in Q1 2025, closing a stake of 910 shares — an estimated $218K sold.

Trust Investment Advisors first reported a position in PGR in Q2 2022 and held it in 6 quarters. The position peaked at $263K in Q1 2023. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Trust Investment Advisors reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
  • Trust Investment Advisors sold 910 Progressive shares in Q1 2025, an estimated $218K.
  • Trust Investment Advisors first reported a position in Progressive in Q2 2022 and held it in 6 quarters.
  • Trust Investment Advisors's Progressive position peaked at $263K in Q1 2023.
  • 1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Trust Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.