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Cottonwood Capital Advisors’s Progressive PGR Stock Holding History

Cottonwood Capital 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
Q3 		– Sell
-1,671
Closed -$446K – 119
2025
Q2 		$446K Sell
1,671
-20
-1% -$5.48K 0.3% 71
2025
Q1 		$479K Sell
1,691
-250
-13% -$65.4K 0.35% 61
2024
Q4 		$465K Buy
1,941
+949
+96% +$239K 0.33% 61
2024
Q3 		$252K Sell
992
-4
-0.4% -$930 0.18% 102
2024
Q2 		$209K Sell
996
-366
-27% -$76.6K 0.16% 110
2024
Q1 		$281K Sell
1,362
-128
-9% -$23.8K 0.22% 92
2023
Q4 		$237K Sell
1,490
-204
-12% -$31.9K 0.2% 108
2023
Q3 		$236K Buy
1,694
+119
+8% +$15.7K 0.22% 91
2023
Q2 		$208K Sell
1,575
-72
-4% -$9.65K 0.19% 87
2023
Q1 		$236K Sell
1,647
-111
-6% -$15.3K 0.22% 81
2022
Q4 		$228K Hold
1,758
– – 0.2% 83
2022
Q3 		$204K Sell
1,758
-204
-10% -$24.6K 0.19% 82
2022
Q2 		$228K Hold
1,962
– – 0.21% 79
2022
Q1 		$224K Sell
1,962
-4
-0.2% -$433 0.18% 89
2021
Q4 		$202K Buy
+1,966
New +$188K 0.16% 104

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cottonwood Capital Advisors's PGR Position: Q3 2025 in Review

Cottonwood Capital Advisors sold out of Progressive (PGR) in Q3 2025, closing a stake of 1,671 shares — an estimated $446K sold.

Cottonwood Capital Advisors first reported a position in PGR in Q4 2021 and held it in 15 quarters. The position peaked at $479K in Q1 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Cottonwood Capital Advisors reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Cottonwood Capital Advisors sold 1,671 Progressive shares in Q3 2025, an estimated $446K.
  • Cottonwood Capital Advisors first reported a position in Progressive in Q4 2021 and held it in 15 quarters.
  • Cottonwood Capital Advisors's Progressive position peaked at $479K in Q1 2025.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Cottonwood Capital Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.