Loring Wolcott & Coolidge Fiduciary Advisors’s Progressive PGR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$456K	Sell	2,089 -75	-3%	-$15.1K	﹤0.01%	242
2026 Q1	$420K	Buy	2,164 +163	+8%	+$33.6K	﹤0.01%	251
2025 Q4	$416K	Buy	2,001 +150	+8%	+$33.9K	﹤0.01%	255
2025 Q3	$408K	Hold	1,851	–	–	﹤0.01%	260
2025 Q2	$494K	Sell	1,851 -18,316	-91%	-$5.02M	﹤0.01%	212
2025 Q1	$5.34M	Sell	20,167 -24,939	-55%	-$6.52M	0.05%	86
2024 Q4	$11.1M	Buy	45,106 +247	+0.6%	+$62.2K	0.1%	72
2024 Q3	$11.1M	Buy	44,859 +43,267	+2,718%	+$10.1M	0.1%	71
2024 Q2	$334K	Hold	1,592	–	–	﹤0.01%	226
2024 Q1	$339K	Hold	1,592	–	–	﹤0.01%	226
2023 Q4	$284K	Hold	1,592	–	–	﹤0.01%	244
2023 Q3	$253K	Sell	1,592 -520	-25%	-$68.4K	﹤0.01%	259
2023 Q2	$280K	Hold	2,112	–	–	﹤0.01%	255
2023 Q1	$302K	Hold	2,112	–	–	﹤0.01%	238
2022 Q4	$274K	Hold	2,112	–	–	﹤0.01%	250
2022 Q3	$245K	Hold	2,112	–	–	﹤0.01%	266
2022 Q2	$246K	Hold	2,112	–	–	﹤0.01%	263
2022 Q1	$241K	Buy	2,112 +1,005	+91%	+$109K	﹤0.01%	282
2021 Q4	$114K	Hold	1,107	–	–	﹤0.01%	372
2021 Q3	$100K	Sell	1,107 -50	-4%	-$4.76K	﹤0.01%	384
2021 Q2	$114K	Buy	+1,157	New	+$114K	﹤0.01%	384
2021 Q1	–	Sell	-1,107	Closed	-$109K	–	589
2020 Q4	$109K	Hold	1,107	–	–	﹤0.01%	340
2020 Q3	$105K	Hold	1,107	–	–	﹤0.01%	317
2020 Q2	$89K	Hold	1,107	–	–	﹤0.01%	320
2020 Q1	$82K	Hold	1,107	–	–	﹤0.01%	318
2019 Q4	$80K	Hold	1,107	–	–	﹤0.01%	374
2019 Q3	$86K	Hold	1,107	–	–	﹤0.01%	358
2019 Q2	$88K	Sell	1,107 -550	-33%	-$42.5K	﹤0.01%	347
2019 Q1	$119K	Hold	1,657	–	–	﹤0.01%	306
2018 Q4	$100K	Hold	1,657	–	–	﹤0.01%	323
2018 Q3	$118K	Sell	1,657 -420	-20%	-$27K	﹤0.01%	332
2018 Q2	$123K	Sell	2,077 -81	-4%	-$4.96K	﹤0.01%	332
2018 Q1	$131K	Hold	2,158	–	–	﹤0.01%	333
2017 Q4	$122K	Hold	2,158	–	–	﹤0.01%	343
2017 Q3	$104K	Hold	2,158	–	–	﹤0.01%	354
2017 Q2	$102K	Hold	2,158	–	–	﹤0.01%	351
2017 Q1	$85K	Hold	2,158	–	–	﹤0.01%	371
2016 Q4	$77K	Hold	2,158	–	–	﹤0.01%	356
2016 Q3	$68K	Hold	2,158	–	–	﹤0.01%	377
2016 Q2	$72K	Sell	2,158 -307	-12%	-$10.2K	﹤0.01%	357
2016 Q1	$87K	Sell	2,465 -12,000	-83%	-$384K	﹤0.01%	327
2015 Q4	$460K	Sell	14,465 -13,000	-47%	-$413K	0.01%	205
2015 Q3	$764K	Hold	27,465	–	–	0.02%	169
2015 Q2	$764K	Hold	27,465	–	–	0.02%	169
2015 Q1	$747K	Hold	27,465	–	–	0.02%	172
2014 Q4	$741K	Buy	27,465 +25,000	+1,014%	+$659K	0.02%	162
2014 Q3	$62K	Hold	2,465	–	–	﹤0.01%	388
2014 Q2	$63K	Sell	2,465 -200	-8%	-$4.96K	﹤0.01%	409
2014 Q1	$65K	Buy	2,665 +200	+8%	+$4.86K	﹤0.01%	391
2013 Q4	$67K	Buy	+2,465	New	+$66.5K	﹤0.01%	369

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PGR Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Progressive (PGR) stake by 3.5% in Q2 2026, selling an estimated $15.1K and leaving 2,089 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PGR in Q4 2013 and has held it in 50 quarters since. The position peaked at $11.1M in Q4 2024. 1,049 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 2,089 shares of Progressive worth $456K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 75 Progressive shares in Q2 2026, an estimated $15.1K.
Progressive made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #242 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Progressive in Q4 2013 and has held it in 50 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Progressive position peaked at $11.1M in Q4 2024.
1,049 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.