A detailed history of Bergan Kdv Wealth Management, LLC transactions in Progressive Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 13 shares of PGR stock, worth $3,363. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13
Previous 84 84.52%
Holding current value
$3,363
Previous $12,000 91.67%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$125.05 - $149.0 $8,878 - $10,579
-71 Reduced 84.52%
13 $1,000
Q1 2023

Apr 27, 2023

SELL
$125.92 - $145.64 $2,392 - $2,767
-19 Reduced 18.45%
84 $12,000
Q4 2022

Jan 31, 2023

BUY
$115.89 - $132.48 $10,430 - $11,923
90 Added 692.31%
103 $13,000
Q4 2021

Jan 28, 2022

SELL
$90.01 - $103.97 $6,210 - $7,173
-69 Reduced 84.15%
13 $1,000
Q3 2021

Nov 12, 2021

BUY
$90.35 - $99.88 $6,234 - $6,891
69 Added 530.77%
82 $7,000
Q2 2020

Aug 13, 2020

SELL
$72.19 - $82.96 $1,227 - $1,410
-17 Reduced 56.67%
13 $1,000
Q4 2019

Feb 10, 2020

BUY
$68.4 - $76.9 $889 - $999
13 Added 76.47%
30 $2,000
Q4 2018

Feb 01, 2019

BUY
$57.07 - $73.46 $970 - $1,248
17 New
17 $1,000

Others Institutions Holding PGR

About PROGRESSIVE CORP


  • Ticker PGR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 585,100,032
  • Market Cap $151B
  • Description
  • The Progressive Corporation, an insurance holding company, provides personal and commercial auto, personal residential and commercial property, general liability, and other specialty property-casualty insurance products and related services in the United States. It operates in three segments: Personal Lines, Commercial Lines, and Property. The P...
More about PGR
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.