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World Equity Group’s Progressive PGR Stock Holding History

World Equity Group’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
2024
Q1 		– Sell
-4,330
Closed -$690K – 350
2023
Q4 		$690K Sell
4,330
-3,956
-48% -$619K 0.14% 152
2023
Q3 		$1.15M Buy
8,286
+4,144
+100% +$545K 0.24% 101
2023
Q2 		$548K Sell
4,142
-4,224
-50% -$566K 0.16% 168
2023
Q1 		$497K Buy
8,366
+6,150
+278% +$848K 0.07% 280
2022
Q4 		$287K Buy
2,216
+33
+2% +$4.18K 0.07% 259
2022
Q3 		$254K Buy
2,183
+30
+1% +$3.61K 0.06% 270
2022
Q2 		$250K Sell
2,153
-21
-1% -$2.38K 0.06% 285
2022
Q1 		$248K Buy
+2,174
New +$235K 0.05% 304

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

World Equity Group's PGR Position: Q1 2024 in Review

World Equity Group sold out of Progressive (PGR) in Q1 2024, closing a stake of 4,330 shares — an estimated $690K sold.

World Equity Group first reported a position in PGR in Q1 2022 and held it in 8 quarters. The position peaked at $1.15M in Q3 2023. 1,459 funds tracked by Wall St. Rank hold PGR as of Q1 2024.

  • World Equity Group reported no remaining Progressive position as of Q1 2024 after selling out during the quarter.
  • World Equity Group sold 4,330 Progressive shares in Q1 2024, an estimated $690K.
  • World Equity Group first reported a position in Progressive in Q1 2022 and held it in 8 quarters.
  • World Equity Group's Progressive position peaked at $1.15M in Q3 2023.
  • 1,459 funds tracked by Wall St. Rank held Progressive as of Q1 2024.

Based on World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.