Number of Shares
234,529.00
Current Holdings Value*
$66.37 Mil
% of Portfolio
1.07%
Total Estimate Gain
$5.15 Mil
% of Total Estimate Gain
8.88%

Evercore Wealth Management, LLC's Progressive Corp Holding Summary

As of 2025-03-31, Evercore Wealth Management, LLC held 234,529.00 shares of Progressive Corp(PGR), totaling $66.37 Mil. This investment constitutes 1.07% of their stock portfolio, and Evercore Wealth Management, LLC now holds 0.04% of the outstanding Progressive Corp(PGR) stock.

The initial trade took place in 2014Q1. And since then Evercore Wealth Management, LLC has made 10 purchases of PGR, at an average price of $223.28, for a total of 259,603.00 shares. In addition, there have been 21 sales at an average price of $69.94 for 25,074.00 shares. Based on historical transaction data and PGR's current price of $261.62, Evercore Wealth Management, LLC's estimated gain on his PGR holdings is $5.15 Mil, reflecting a 8.88% gain to date.

Evercore Wealth Management, LLC PGR ($261.62) Holding Chart

Evercore Wealth Management, LLC PGR ($261.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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