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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
Q2 		$556K Sell
2,546
-67
-3% -$13.5K 0.03% 306
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
+431
+19% +$118K 0.06% 244
2025
Q1 		$626K Buy
2,213
+1,069
+93% +$280K 0.06% 256
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coastal Bridge Advisors's PGR Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Progressive (PGR) stake by 2.6% in Q2 2026, selling an estimated $13.5K and leaving 2,546 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #306.

Coastal Bridge Advisors first reported a position in PGR in Q4 2021 and has held it in 11 quarters since. The position peaked at $706K in Q2 2025. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Coastal Bridge Advisors held 2,546 shares of Progressive worth $556K as of Q2 2026.
  • Coastal Bridge Advisors sold 67 Progressive shares in Q2 2026, an estimated $13.5K.
  • Progressive made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #306 holding.
  • Coastal Bridge Advisors first reported a position in Progressive in Q4 2021 and has held it in 11 quarters since.
  • Coastal Bridge Advisors's Progressive position peaked at $706K in Q2 2025.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.