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Willow Street Advisors’s Progressive PGR Stock Holding History

Willow Street 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
2013
Q4 		$955K Hold
35,000
– – 0.53% 61
2013
Q3 		$953K Hold
35,000
– – 0.59% 55
2013
Q2 		$890K Buy
+35,000
New +$885K 0.57% 57

Other funds holding PGR

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Willow Street Advisors's PGR Position: Q4 2013 in Review

Willow Street Advisors held its Progressive (PGR) position steady in Q4 2013 at 35,000 shares worth $955K. The position accounts for 0.53% of the portfolio, ranked #61.

Willow Street Advisors first reported a position in PGR in Q2 2013 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold PGR as of Q4 2013.

  • Willow Street Advisors held 35,000 shares of Progressive worth $955K as of Q4 2013.
  • Willow Street Advisors left its Progressive share count unchanged in Q4 2013.
  • Progressive made up 0.53% of Willow Street Advisors's portfolio in Q4 2013, its #61 holding.
  • Willow Street Advisors first reported a position in Progressive in Q2 2013 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held Progressive as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.