Wipfli Financial Advisors’s Progressive PGR Stock Holding History

Wipfli Financial 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
2022 Q3	$588K	Buy	+5,057	New	+$609K	0.04%	191

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wipfli Financial Advisors's PGR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Progressive (PGR) in Q3 2022: 5,057 shares worth $588K. The stake represents 0.04% of the portfolio and ranks #191 among its holdings.

1,105 funds tracked by Wall St. Rank hold PGR as of Q3 2022.

Wipfli Financial Advisors held 5,057 shares of Progressive worth $588K as of Q3 2022.
Progressive was a new Wipfli Financial Advisors position in Q3 2022.
Progressive made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #191 holding.
1,105 funds tracked by Wall St. Rank held Progressive as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.