Coastline Trust Co PGR — PROGRESSIVE CORP OHIO COM COMMON STOCK

Ownership history in Coastline Trust Co  ·  49 quarters on record

AI Ownership Summary

Coastline Trust Co reported PROGRESSIVE CORP OHIO COM COMMON STOCK (PGR) in 49 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.28% in 2025 Q1. The latest visible filing shows PGR at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coastline Trust Co's position in PROGRESSIVE CORP OHIO COM COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PGR was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PGR stock page Coastline Trust Co fund profile Coastline Trust Co full holdings
How Coastline Trust Co held PGR — position size vs. price
% of Fund (quarterly)    PGR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,033 -457 -6.1% 0.14% $1.4M 2026-05-15 (Est.) $200.89
2025 Q4 REDUCED — — — 7,490 -8 -0.1% 0.16% $1.7M 2026-01-05 $212.81
2025 Q3 REDUCED 5.3% -7.4% ✅ 7,498 -421 -5.3% 0.20% $1.9M 2025-10-21 $208.26
2025 Q2 UNCHANGED — — — 7,919 — 0% 0.24% $2.1M 2025-07-17 $232.29
2025 Q1 ADDED — — — 7,919 +262 +3.4% 0.28% $2.2M 2025-04-28 $253.15
2024 Q4 ADDED — — — 7,657 +52 +0.7% 0.21% $1.8M 2025-02-13 $246.06
2024 Q3 UNCHANGED — — — 7,605 — 0% 0.23% $1.9M 2024-11-06 $238.30
2024 Q2 REDUCED — — — 7,605 -53 -0.7% 0.18% $1.6M 2024-07-15 $199.87
2024 Q1 UNCHANGED — — — 7,658 — 0% 0.19% $1.6M 2024-04-26 $191.43
2023 Q4 REDUCED — — — 7,658 -20 -0.3% 0.16% $1.2M 2024-01-23 $156.65
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PGR

As of 2026 Q1 — sorted by position size

BONNESS ENTERPRISES INC 3Y 7Y 37.19% Courant Investment Management LLC 3Y 7Y 22.49% Pacific Capital Partners Ltd 6.8% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 4.11% James Hambro & Partners LLP 3Y 7Y 3.87% St. Clair Advisors, LLC 3.5% Eastover Investment Advisors LLC 3Y 7Y 3.06% DIAMANT ASSET MANAGEMENT, INC. 3Y 7Y 2.96% Salvus Wealth Management, LLC 3Y 2.79% STRATEGIC PLANNING GROUP, LLC 2.35%

FAQ About Coastline Trust Co and PGR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coastline Trust Co reported owning PGR?

Coastline Trust Co reported PGR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PGR position in Coastline Trust Co's portfolio?

The largest reported portfolio weight for PGR was 0.28% in 2025 Q1.

What is the latest reported PGR position on this page?

The most recent filing on this page is 2026 Q1, when Coastline Trust Co reported 7,033 shares, equal to 0.14% of portfolio, with an estimated market value of $1.4M.

What does the chart on this PGR ownership page compare?

The chart compares Coastline Trust Co's quarterly PGR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Coastline Trust Co time their PGR position?

Based on 13F filing dates vs. subsequent PGR price moves, Coastline Trust Co correctly timed 13 out of 31 reported position changes (42%). The annualised alpha on PGR relative to SPY over the holding period was +4.0%.

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