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USA Financial Formulas’s Progressive PGR Stock Holding History

USA Financial Formulas’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
-811
Closed -$216K – 315
2025
Q2 		$216K Buy
811
+141
+21% +$38.6K 0.04% 132
2025
Q1 		$190K Sell
670
-3,301
-83% -$863K 0.03% 160
2024
Q4 		$951K Sell
3,971
-1,137
-22% -$286K 0.15% 69
2024
Q3 		$1.3M Sell
5,108
-146
-3% -$33.9K 0.2% 42
2024
Q2 		$1.09M Buy
5,254
+412
+9% +$86.2K 0.18% 51
2024
Q1 		$1M Buy
+4,842
New +$898K 0.16% 66
2023
Q3 		– Sell
-81
Closed -$10.7K – 537
2023
Q2 		$10.7K Buy
+81
New +$10.9K 0.02% 199
2019
Q1 		– Sell
-7,915
Closed -$562K – 283
2018
Q4 		$562K Buy
+7,915
New +$527K 0.14% 115
2018
Q3 		– Sell
-48,772
Closed -$2.97M – 365
2018
Q2 		$2.97M Sell
48,772
-392
-0.8% -$24K 0.72% 60
2018
Q1 		$3M Sell
49,164
-21,774
-31% -$1.24M 0.72% 59
2017
Q4 		$4M Sell
70,938
-11,401
-14% -$590K 0.95% 34
2017
Q3 		$3.99M Sell
82,339
-61
-0.1% -$2.85K 0.95% 28
2017
Q2 		$3.63M Buy
82,400
+67,633
+458% +$2.81M 0.88% 37
2017
Q1 		$579K Buy
+14,767
New +$563K 0.14% 129

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

USA Financial Formulas's PGR Position: Q3 2025 in Review

USA Financial Formulas sold out of Progressive (PGR) in Q3 2025, closing a stake of 811 shares — an estimated $216K sold.

USA Financial Formulas first reported a position in PGR in Q1 2017 and held it in 14 quarters. The position peaked at $4M in Q4 2017. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • USA Financial Formulas reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • USA Financial Formulas sold 811 Progressive shares in Q3 2025, an estimated $216K.
  • USA Financial Formulas first reported a position in Progressive in Q1 2017 and held it in 14 quarters.
  • USA Financial Formulas's Progressive position peaked at $4M in Q4 2017.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.