Colonial Trust Advisors’s Progressive PGR Stock Holding History

Colonial Trust 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	$41K	Sell	207 -25	-11%	-$5.16K	﹤0.01%	371
2025 Q4	$52.8K	Hold	232	–	–	﹤0.01%	338
2025 Q3	$57.3K	Buy	232 +25	+12%	+$6.16K	﹤0.01%	328
2025 Q2	$55.2K	Hold	207	–	–	﹤0.01%	328
2025 Q1	$58.6K	Hold	207	–	–	0.01%	317
2024 Q4	$49.6K	Hold	207	–	–	﹤0.01%	310
2024 Q3	$52.5K	Hold	207	–	–	﹤0.01%	331
2024 Q2	$43K	Sell	207 -12	-5%	-$2.51K	﹤0.01%	344
2024 Q1	$45.3K	Sell	219 -14	-6%	-$2.6K	﹤0.01%	338
2023 Q4	$37.1K	Hold	233	–	–	﹤0.01%	349
2023 Q3	$32.5K	Buy	233 +81	+53%	+$10.7K	﹤0.01%	374
2023 Q2	$20.1K	Buy	152 +3	+2%	+$402	﹤0.01%	428
2023 Q1	$21.3K	Buy	149 +2	+1%	+$276	﹤0.01%	420
2022 Q4	$19.1K	Buy	+147	New	+$18.6K	﹤0.01%	428

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

Colonial Trust Advisors's PGR Position: Q1 2026 in Review

Colonial Trust Advisors reduced its Progressive (PGR) stake by 11% in Q1 2026, selling an estimated $5.16K and leaving 207 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Colonial Trust Advisors first reported a position in PGR in Q4 2022 and has held it in 14 quarters since. The position peaked at $58.6K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Colonial Trust Advisors held 207 shares of Progressive worth $41K as of Q1 2026.
Colonial Trust Advisors sold 25 Progressive shares in Q1 2026, an estimated $5.16K.
Progressive made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #371 holding.
Colonial Trust Advisors first reported a position in Progressive in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's Progressive position peaked at $58.6K in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.