WestEnd Advisors’s Progressive PGR Stock Holding History

WestEnd 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
2026 Q1	$3.77K	Hold	19	–	–	﹤0.01%	117
2025 Q4	$4.33K	Buy	19 +6	+46%	+$1.35K	﹤0.01%	111
2025 Q3	$3.21K	Hold	13	–	–	﹤0.01%	123
2025 Q2	$3.47K	Sell	13 -4	-24%	-$1.1K	﹤0.01%	123
2025 Q1	$4.81K	Buy	17 +11	+183%	+$2.88K	﹤0.01%	101
2024 Q4	$1.44K	Buy	6 +2	+50%	+$503	﹤0.01%	114
2024 Q3	$1.01K	Buy	4 +1	+33%	+$232	﹤0.01%	125
2024 Q2	$623	Buy	3 +1	+50%	+$209	﹤0.01%	148
2024 Q1	$414	Buy	+2	New	+$371	﹤0.01%	166
2022 Q2	–	Hold	0	–	-$797K	–	355
2022 Q1	–	Sell	-7	Closed	-$757	–	119
2021 Q4	$718	Buy	+7	New	+$668	﹤0.01%	128
2021 Q3	–	Hold	0	–	–	–	123
2021 Q2	–	Hold	0	–	–	–	121

Other funds holding PGR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

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

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Geode Capital Management

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

Capital World Investors

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

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return