Walled Lake Planning & Wealth Management, LLC Progressive Corp Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$90.01 - $103.97 $41,584 - $48,034	-462 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$90.35 - $99.88 $90 - $99	1 Added 0.22%	462 $42,000
Q1 2021 May 17, 2021	BUY	$85.13 - $98.79 $936 - $1,086	11 Added 2.44%	461 $44,000
Q2 2020 Aug 18, 2020	BUY	$72.19 - $82.96 $72 - $82	1 Added 0.22%	450 $36,000
Q1 2020 May 15, 2020	BUY	$66.55 - $83.86 $465 - $587	7 Added 1.58%	449 $33,000
Q4 2019 May 15, 2020	BUY	$68.4 - $76.9 $30,232 - $33,989	442 New	442 $32,000

Others Institutions Holding PGR

# of Institutions

1,802

Shares Held

480M

Call Options Held

2.1M

Put Options Held

1.85M

Vanguard Group Inc Valley Forge, PA

52.8M
Shares

$14.1 Billion
0.25% of portfolio
Black Rock Inc. New York, NY

48.5M
Shares

$12.9 Billion
0.23% of portfolio
State Street Corp Boston, MA

24.7M
Shares

$6.57 Billion
0.26% of portfolio
Bank Of America Corp Charlotte, NC

14.5M
Shares

$3.85 Billion
0.31% of portfolio
Geode Capital Management, LLC Boston, MA

14.4M
Shares

$3.84 Billion
0.3% of portfolio

View Full List

About PROGRESSIVE CORP

Ticker PGR
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 585,100,032
Market Cap $156B
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

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