Willow Creek Wealth Management’s Progressive PGR Stock Holding History

Willow Creek 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 Q3	$466K	Hold	1,887	–	–	0.04%	111
2025 Q2	$504K	Hold	1,887	–	–	0.05%	100
2025 Q1	$534K	Sell	1,887 -305	-14%	-$79.8K	0.05%	86
2024 Q4	$525K	Sell	2,192 -99	-4%	-$24.9K	0.05%	86
2024 Q3	$581K	Sell	2,291 -115	-5%	-$26.7K	0.06%	81
2024 Q2	$500K	Sell	2,406 -45	-2%	-$9.42K	0.06%	82
2024 Q1	$507K	Sell	2,451 -220	-8%	-$40.8K	0.06%	83
2023 Q4	$425K	Buy	2,671 +1	+0%	+$157	0.05%	89
2023 Q3	$372K	Sell	2,670 -1	-0%	-$132	0.06%	91
2023 Q2	$354K	Buy	2,671 +8	+0.3%	+$1.07K	0.05%	102
2023 Q1	$381K	Sell	2,663 -356	-12%	-$49.1K	0.06%	88
2022 Q4	$392K	Sell	3,019 -246	-8%	-$31.2K	0.07%	81
2022 Q3	$379K	Hold	3,265	–	–	0.07%	77
2022 Q2	$380K	Hold	3,265	–	–	0.07%	80
2022 Q1	$372K	Hold	3,265	–	–	0.07%	76
2021 Q4	$335K	Hold	3,265	–	–	0.07%	89
2021 Q3	$295K	Hold	3,265	–	–	0.07%	93
2021 Q2	$321K	Hold	3,265	–	–	0.08%	81
2021 Q1	$312K	Hold	3,265	–	–	0.11%	68
2020 Q4	$323K	Hold	3,265	–	–	0.12%	61
2020 Q3	$309K	Hold	3,265	–	–	0.13%	55
2020 Q2	$262K	Sell	3,265 -307	-9%	-$24K	0.12%	56
2020 Q1	$264K	Hold	3,572	–	–	0.13%	48
2019 Q4	$259K	Hold	3,572	–	–	0.12%	65
2019 Q3	$276K	Hold	3,572	–	–	0.13%	64
2019 Q2	$286K	Hold	3,572	–	–	0.14%	59
2019 Q1	$258K	Hold	3,572	–	–	0.13%	57
2018 Q4	$215K	Hold	3,572	–	–	0.11%	63
2018 Q3	$254K	Hold	3,572	–	–	0.14%	57
2018 Q2	$211K	Hold	3,572	–	–	0.12%	64
2018 Q1	$218K	Buy	+3,572	New	+$204K	0.12%	65

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Willow Creek Wealth Management's PGR Position: Q3 2025 in Review

Willow Creek Wealth Management held its Progressive (PGR) position steady in Q3 2025 at 1,887 shares worth $466K. The position accounts for 0.04% of the portfolio, ranked #111.

Willow Creek Wealth Management first reported a position in PGR in Q1 2018 and has held it in 31 quarters since. The position peaked at $581K in Q3 2024. 1,801 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

Willow Creek Wealth Management held 1,887 shares of Progressive worth $466K as of Q3 2025.
Willow Creek Wealth Management left its Progressive share count unchanged in Q3 2025.
Progressive made up 0.04% of Willow Creek Wealth Management's portfolio in Q3 2025, its #111 holding.
Willow Creek Wealth Management first reported a position in Progressive in Q1 2018 and has held it in 31 quarters since.
Willow Creek Wealth Management's Progressive position peaked at $581K in Q3 2024.
1,801 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.