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Newbridge Financial Services Group’s Progressive PGR Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-51
Closed -$11.5K – 1380
2025
Q3 		$12.7K Sell
51
-1,259
-96% -$310K ﹤0.01% 854
2025
Q2 		$349K Buy
1,310
+131
+11% +$35.9K 0.06% 224
2025
Q1 		$334K Buy
1,179
+817
+226% +$214K 0.08% 148
2024
Q4 		$86.8K Buy
+362
New +$91.1K 0.02% 297
2024
Q3 		– Sell
-337
Closed -$70K – 986
2024
Q2 		$70K Sell
337
-6
-2% -$1.26K 0.03% 314
2024
Q1 		$71K Buy
343
+142
+71% +$26.3K 0.03% 337
2023
Q4 		$32K Hold
201
– – 0.02% 499
2023
Q3 		$28K Sell
201
-37
-16% -$4.87K 0.01% 565
2023
Q2 		$31.5K Buy
238
+1
+0.4% +$134 0.02% 570
2023
Q1 		$34K Hold
237
– – 0.02% 563
2022
Q4 		$30.8K Sell
237
-187
-44% -$23.7K 0.02% 586
2022
Q3 		$49K Hold
424
– – 0.03% 458
2022
Q2 		$49K Hold
424
– – 0.03% 407
2022
Q1 		$48K Sell
424
-107
-20% -$11.6K 0.02% 486
2021
Q4 		$54K Buy
531
+188
+55% +$17.9K 0.03% 442
2021
Q3 		$31K Hold
343
– – 0.02% 546
2021
Q2 		$34K Hold
343
– – 0.02% 564
2021
Q1 		$33K Buy
343
+36
+12% +$3.27K 0.02% 533
2020
Q4 		$30K Hold
307
– – 0.02% 449
2020
Q3 		$29K Buy
+307
New +$27.6K 0.03% 417

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Newbridge Financial Services Group's PGR Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Progressive (PGR) in Q4 2025, closing a stake of 51 shares — an estimated $11.5K sold.

Newbridge Financial Services Group first reported a position in PGR in Q3 2020 and held it in 20 quarters. The position peaked at $349K in Q2 2025. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 51 Progressive shares in Q4 2025, an estimated $11.5K.
  • Newbridge Financial Services Group first reported a position in Progressive in Q3 2020 and held it in 20 quarters.
  • Newbridge Financial Services Group's Progressive position peaked at $349K in Q2 2025.
  • 1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.