Coastal Bridge Advisors’s Progressive PGR Stock Holding History

Coastal Bridge 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
2026 Q1	$518K	Sell	2,613 -72	-3%	-$14.9K	0.04%	306
2025 Q4	$612K	Buy	2,685 +171	+7%	+$38.6K	0.05%	285
2025 Q3	$621K	Sell	2,514 -130	-5%	-$32K	0.05%	264
2025 Q2	$706K	Buy	+2,644	New	+$725K	0.06%	244
2025 Q1	–	Sell	-1,144	Closed	-$274K	–	363
2024 Q4	$274K	Sell	1,144 -60	-5%	-$15.1K	0.07%	126
2024 Q3	$306K	Hold	1,204	–	–	0.08%	117
2024 Q2	$250K	Hold	1,204	–	–	0.06%	129
2024 Q1	$249K	Buy	+1,204	New	+$223K	0.06%	135
2022 Q1	–	Sell	-2,472	Closed	-$249K	–	203
2021 Q4	$249K	Buy	+2,472	New	+$236K	0.05%	163

Other funds holding PGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Coastal Bridge Advisors's PGR Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Progressive (PGR) stake by 2.7% in Q1 2026, selling an estimated $14.9K and leaving 2,613 shares worth $518K. The position accounts for 0.04% of the portfolio, ranked #306.

Coastal Bridge Advisors first reported a position in PGR in Q4 2021 and has held it in 9 quarters since. The position peaked at $706K in Q2 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Coastal Bridge Advisors held 2,613 shares of Progressive worth $518K as of Q1 2026.
Coastal Bridge Advisors sold 72 Progressive shares in Q1 2026, an estimated $14.9K.
Progressive made up 0.04% of Coastal Bridge Advisors's portfolio in Q1 2026, its #306 holding.
Coastal Bridge Advisors first reported a position in Progressive in Q4 2021 and has held it in 9 quarters since.
Coastal Bridge Advisors's Progressive position peaked at $706K in Q2 2025.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.