Tyler-Stone Wealth Management’s Progressive PGR Stock Holding History

Tyler-Stone 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
2025 Q2	$1.41M	Sell	5,301 -3	-0.1%	-$822	0.23%	90
2025 Q1	$1.5M	Buy	5,304 +78	+1%	+$20.4K	0.27%	75
2024 Q4	$1.25M	Sell	5,226 -19	-0.4%	-$4.78K	0.22%	81
2024 Q3	$1.33M	Buy	5,245 +2,623	+100%	+$610K	0.25%	81
2024 Q2	$545K	Hold	2,622	–	–	0.22%	86
2024 Q1	$542K	Sell	2,622 -121	-4%	-$22.5K	0.24%	85
2023 Q4	$437K	Hold	2,743	–	–	0.22%	95
2023 Q3	$382K	Hold	2,743	–	–	0.22%	94
2023 Q2	$363K	Buy	+2,743	New	+$368K	0.2%	100
2022 Q4	$356K	Hold	2,742	–	–	0.24%	89
2022 Q3	$319K	Hold	2,742	–	–	0.24%	90
2022 Q2	$319K	Buy	2,742 +48	+2%	+$5.44K	0.21%	101
2022 Q1	$307K	Sell	2,694 -21	-0.8%	-$2.27K	0.17%	124
2021 Q4	$279K	Buy	+2,715	New	+$259K	0.15%	145

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tyler-Stone Wealth Management's PGR Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Progressive (PGR) stake by 0.06% in Q2 2025, selling an estimated $822 and leaving 5,301 shares worth $1.41M. The position accounts for 0.23% of the portfolio, ranked #90.

Tyler-Stone Wealth Management first reported a position in PGR in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.5M in Q1 2025. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

Tyler-Stone Wealth Management held 5,301 shares of Progressive worth $1.41M as of Q2 2025.
Tyler-Stone Wealth Management sold 3 Progressive shares in Q2 2025, an estimated $822.
Progressive made up 0.23% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #90 holding.
Tyler-Stone Wealth Management first reported a position in Progressive in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Progressive position peaked at $1.5M in Q1 2025.
1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.