Zevin Asset Management’s Progressive PGR Stock Holding History

Zevin Asset Management’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
2018 Q2	–	Sell	-10,009	Closed	-$610K	–	117
2018 Q1	$610K	Hold	10,009	–	–	0.16%	74
2017 Q4	$564K	Hold	10,009	–	–	0.13%	89
2017 Q3	$485K	Hold	10,009	–	–	0.11%	95
2017 Q2	$441K	Hold	10,009	–	–	0.11%	89
2017 Q1	$392K	Hold	10,009	–	–	0.1%	92
2016 Q4	$355K	Hold	10,009	–	–	0.09%	91
2016 Q3	$315K	Hold	10,009	–	–	0.1%	91
2016 Q2	$335K	Hold	10,009	–	–	0.09%	97
2016 Q1	$352K	Hold	10,009	–	–	0.1%	94
2015 Q4	$318K	Hold	10,009	–	–	0.08%	103
2015 Q3	$307K	Hold	10,009	–	–	0.09%	108
2015 Q2	$279K	Hold	10,009	–	–	0.07%	118
2015 Q1	$272K	Hold	10,009	–	–	0.08%	117
2014 Q4	$270K	Hold	10,009	–	–	0.08%	117
2014 Q3	$253K	Hold	10,009	–	–	0.07%	116
2014 Q2	$254K	Buy	+10,009	New	+$248K	0.07%	118

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return