Van Hulzen Asset Management’s Progressive PGR Stock Holding History

Van Hulzen Asset 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 Q1	–	Sell	-517	Closed	-$124K	–	877
2024 Q4	$124K	Buy	+517	New	+$130K	0.01%	372
2024 Q2	–	Sell	-17,088	Closed	-$3.53M	–	327
2024 Q1	$3.53M	Sell	17,088 -64,000	-79%	-$11.9M	0.23%	79
2023 Q4	$12.9M	Sell	81,088 -25,600	-24%	-$4.01M	0.91%	34
2023 Q3	$14.9M	Buy	106,688 +26,988	+34%	+$3.55M	1.14%	27
2023 Q2	$10.6M	Buy	79,700 +4,413	+6%	+$592K	0.9%	38
2023 Q1	$10.8M	Buy	+75,287	New	+$10.4M	1.01%	31
2021 Q1	–	Sell	-2,194	Closed	-$217K	–	303
2020 Q4	$217K	Sell	2,194 -1	-0%	-$95	0.03%	264
2020 Q3	$208K	Buy	+2,195	New	+$197K	0.03%	240

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Van Hulzen Asset Management's PGR Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Progressive (PGR) in Q1 2025, closing a stake of 517 shares — an estimated $124K sold.

Van Hulzen Asset Management first reported a position in PGR in Q3 2020 and held it in 8 quarters. The position peaked at $14.9M in Q3 2023. 1,841 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

Van Hulzen Asset Management reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 517 Progressive shares in Q1 2025, an estimated $124K.
Van Hulzen Asset Management first reported a position in Progressive in Q3 2020 and held it in 8 quarters.
Van Hulzen Asset Management's Progressive position peaked at $14.9M in Q3 2023.
1,841 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.