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Bristlecone Advisors’s Progressive PGR Stock Holding History

Bristlecone Advisors’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
Q2 		– Sell
-981
Closed -$278K – 345
2025
Q1 		$278K Sell
981
-233
-19% -$60.9K 0.02% 243
2024
Q4 		$291K Hold
1,214
– – 0.02% 244
2024
Q3 		$308K Hold
1,214
– – 0.02% 237
2024
Q2 		$252K Hold
1,214
– – 0.02% 247
2024
Q1 		$251K Buy
+1,214
New +$225K 0.02% 253
2023
Q1 		– Sell
-1,812
Closed -$235K – 358
2022
Q4 		$235K Buy
+1,812
New +$230K 0.03% 233

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bristlecone Advisors's PGR Position: Q2 2025 in Review

Bristlecone Advisors sold out of Progressive (PGR) in Q2 2025, closing a stake of 981 shares — an estimated $278K sold.

Bristlecone Advisors first reported a position in PGR in Q4 2022 and held it in 6 quarters. The position peaked at $308K in Q3 2024. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Bristlecone Advisors reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 981 Progressive shares in Q2 2025, an estimated $278K.
  • Bristlecone Advisors first reported a position in Progressive in Q4 2022 and held it in 6 quarters.
  • Bristlecone Advisors's Progressive position peaked at $308K in Q3 2024.
  • 1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.