ZEGA Investments’s Progressive PGR Stock Holding History

ZEGA Investments’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 Q3	–	Sell	-5,431	Closed	-$1.45M	–	175
2025 Q2	$1.45M	Buy	+5,431	New	+$1.49M	0.2%	68

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ZEGA Investments's PGR Position: Q3 2025 in Review

ZEGA Investments sold out of Progressive (PGR) in Q3 2025, closing a stake of 5,431 shares — an estimated $1.45M sold.

ZEGA Investments first reported a position in PGR in Q2 2025 and held it in 1 quarter. The position peaked at $1.45M in Q2 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

ZEGA Investments reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
ZEGA Investments sold 5,431 Progressive shares in Q3 2025, an estimated $1.45M.
ZEGA Investments first reported a position in Progressive in Q2 2025 and held it in 1 quarter.
ZEGA Investments's Progressive position peaked at $1.45M in Q2 2025.
1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on ZEGA Investments's 13F filing for Q3 2025, filed 27 Oct 2025.