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Whalen Wealth Management’s Progressive PGR Stock Holding History

Whalen 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
Q4 		– Sell
-1,160
Closed -$286K – 222
2025
Q3 		$286K Sell
1,160
-1,264
-52% -$312K 0.17% 141
2025
Q2 		$647K Buy
+2,424
New +$664K 0.41% 64

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Whalen Wealth Management's PGR Position: Q4 2025 in Review

Whalen Wealth Management sold out of Progressive (PGR) in Q4 2025, closing a stake of 1,160 shares — an estimated $286K sold.

Whalen Wealth Management first reported a position in PGR in Q2 2025 and held it in 2 quarters. The position peaked at $647K in Q2 2025. 1,829 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • Whalen Wealth Management reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,160 Progressive shares in Q4 2025, an estimated $286K.
  • Whalen Wealth Management first reported a position in Progressive in Q2 2025 and held it in 2 quarters.
  • Whalen Wealth Management's Progressive position peaked at $647K in Q2 2025.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.