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WR Wealth Planners’s Progressive PGR Stock Holding History

WR Wealth Planners’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
Q4 		$32.3K Buy
135
+4
+3% +$1.01K 0.01% 375
2024
Q3 		$33.2K Buy
131
+8
+7% +$1.86K 0.01% 398
2024
Q2 		$25.5K Buy
123
+67
+120% +$14K 0.01% 410
2024
Q1 		$11.6K Buy
+56
New +$10.4K ﹤0.01% 569

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's PGR Position: Q4 2024 in Review

WR Wealth Planners increased its Progressive (PGR) stake by 3.1% in Q4 2024, buying an estimated $1.01K and bringing the position to 135 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #375.

WR Wealth Planners first reported a position in PGR in Q1 2024 and has held it in 4 quarters since. The position peaked at $33.2K in Q3 2024. 1,762 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

  • WR Wealth Planners held 135 shares of Progressive worth $32.3K as of Q4 2024.
  • WR Wealth Planners bought 4 Progressive shares in Q4 2024, an estimated $1.01K.
  • Progressive made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #375 holding.
  • WR Wealth Planners first reported a position in Progressive in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Progressive position peaked at $33.2K in Q3 2024.
  • 1,762 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.