Richard Bernstein Advisors’s Progressive PGR Stock Holding History

Richard Bernstein 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	$1.16M	Hold	5,862	–	–	0.03%	164
2025 Q4	$1.33M	Sell	5,862 -647	-10%	-$146K	0.04%	107
2025 Q3	$1.61M	Sell	6,509 -2,528	-28%	-$623K	0.05%	114
2025 Q2	$2.41M	Buy	+9,037	New	+$2.48M	0.06%	173
2022 Q4	–	Sell	-39,084	Closed	-$4.54M	–	233
2022 Q3	$4.54M	Sell	39,084 -6,659	-15%	-$802K	0.11%	76
2022 Q2	$5.32M	Sell	45,743 -10,438	-19%	-$1.18M	0.12%	76
2022 Q1	$6.4M	Hold	56,181	–	–	0.13%	77
2021 Q4	$5.77M	Hold	56,181	–	–	0.11%	84
2021 Q3	$5.08M	Buy	56,181 +2,640	+5%	+$252K	0.1%	98
2021 Q2	$5.26M	Buy	53,541 +11,632	+28%	+$1.15M	0.11%	86
2021 Q1	$4.01M	Hold	41,909	–	–	0.09%	116
2020 Q4	$4.14M	Hold	41,909	–	–	0.1%	114
2020 Q3	$3.97M	Hold	41,909	–	–	0.11%	91
2020 Q2	$3.36M	Hold	41,909	–	–	0.11%	106
2020 Q1	$3.09M	Hold	41,909	–	–	0.11%	105
2019 Q4	$3.03M	Hold	41,909	–	–	0.1%	153
2019 Q3	$3.24M	Hold	41,909	–	–	0.11%	145
2019 Q2	$3.35M	Hold	41,909	–	–	0.11%	139
2019 Q1	$3.02M	Sell	41,909 -21,839	-34%	-$1.5M	0.1%	180
2018 Q4	$3.85M	Hold	63,748	–	–	0.14%	127
2018 Q3	$4.53M	Hold	63,748	–	–	0.13%	154
2018 Q2	$3.77M	Sell	63,748 -64,171	-50%	-$3.93M	0.12%	176
2018 Q1	$7.79M	Sell	127,919 -32,933	-20%	-$1.88M	0.28%	55
2017 Q4	$9.06M	Buy	160,852 +7,320	+5%	+$379K	0.4%	45
2017 Q3	$7.43M	Hold	153,532	–	–	0.51%	44
2017 Q2	$6.77M	Hold	153,532	–	–	0.52%	47
2017 Q1	$6.01M	Hold	153,532	–	–	0.47%	60
2016 Q4	$5.45M	Hold	153,532	–	–	0.46%	66
2016 Q3	$4.84M	Buy	153,532 +85,622	+126%	+$2.79M	0.46%	64
2016 Q2	$2.27M	Hold	67,910	–	–	0.22%	192
2016 Q1	$2.39M	Buy	+67,910	New	+$2.17M	0.24%	162

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

Richard Bernstein Advisors's PGR Position: Q1 2026 in Review

Richard Bernstein Advisors held its Progressive (PGR) position steady in Q1 2026 at 5,862 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #164.

Richard Bernstein Advisors first reported a position in PGR in Q1 2016 and has held it in 31 quarters since. The position peaked at $9.06M in Q4 2017. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Richard Bernstein Advisors held 5,862 shares of Progressive worth $1.16M as of Q1 2026.
Richard Bernstein Advisors left its Progressive share count unchanged in Q1 2026.
Progressive made up 0.03% of Richard Bernstein Advisors's portfolio in Q1 2026, its #164 holding.
Richard Bernstein Advisors first reported a position in Progressive in Q1 2016 and has held it in 31 quarters since.
Richard Bernstein Advisors's Progressive position peaked at $9.06M in Q4 2017.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.