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WMS Partners’s Progressive PGR Stock Holding History

WMS Partners’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
Q1 		– Sell
-1,761
Closed -$422K – 200
2024
Q4 		$422K Buy
1,761
+913
+108% +$230K 0.02% 206
2024
Q3 		$215K Sell
848
-565
-40% -$131K 0.01% 268
2024
Q2 		$293K Buy
1,413
+71
+5% +$14.9K 0.02% 204
2024
Q1 		$278K Buy
1,342
+13
+1% +$2.41K 0.02% 221
2023
Q4 		$212K Buy
+1,329
New +$208K 0.02% 244
2023
Q3 		– Sell
-1,526
Closed -$202K – 275
2023
Q2 		$202K Sell
1,526
-114
-7% -$15.3K 0.02% 271
2023
Q1 		$235K Hold
1,640
– – 0.02% 240
2022
Q4 		$213K Buy
+1,640
New +$208K 0.02% 244
2022
Q3 		– Sell
-1,820
Closed -$212K – 275
2022
Q2 		$212K Sell
1,820
-78
-4% -$8.84K 0.03% 225
2022
Q1 		$216K Buy
+1,898
New +$205K 0.03% 236
2021
Q3 		– Sell
-2,687
Closed -$264K – 291
2021
Q2 		$264K Buy
2,687
+40
+2% +$3.96K 0.04% 218
2021
Q1 		$253K Hold
2,647
– – 0.06% 192
2020
Q4 		$262K Sell
2,647
-764
-22% -$72.3K 0.05% 206
2020
Q3 		$323K Buy
3,411
+504
+17% +$45.3K 0.06% 163
2020
Q2 		$233K Buy
+2,907
New +$227K 0.05% 191

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WMS Partners's PGR Position: Q1 2025 in Review

WMS Partners sold out of Progressive (PGR) in Q1 2025, closing a stake of 1,761 shares — an estimated $422K sold.

WMS Partners first reported a position in PGR in Q2 2020 and held it in 15 quarters. The position peaked at $422K in Q4 2024. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • WMS Partners reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 1,761 Progressive shares in Q1 2025, an estimated $422K.
  • WMS Partners first reported a position in Progressive in Q2 2020 and held it in 15 quarters.
  • WMS Partners's Progressive position peaked at $422K in Q4 2024.
  • 1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.