CPL
PGR icon

Capital & Planning LLC’s Progressive PGR Stock Holding History

Capital & Planning LLC’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 		– Sell
-16
Closed -$3.17K – 121
2026
Q1 		$3.17K Buy
+16
New +$3.3K ﹤0.01% 137
2025
Q1 		– Sell
-16
Closed -$3.83K – 137
2024
Q4 		$3.83K Buy
+16
New +$4.03K ﹤0.01% 130

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital & Planning LLC's PGR Position: Q2 2026 in Review

Capital & Planning LLC sold out of Progressive (PGR) in Q2 2026, closing a stake of 16 shares — an estimated $3.17K sold.

Capital & Planning LLC first reported a position in PGR in Q4 2024 and held it in 2 quarters. The position peaked at $3.83K in Q4 2024. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Capital & Planning LLC reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 16 Progressive shares in Q2 2026, an estimated $3.17K.
  • Capital & Planning LLC first reported a position in Progressive in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Progressive position peaked at $3.83K in Q4 2024.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.