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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital & Planning LLC's PGR Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Progressive (PGR) in Q1 2026: 16 shares worth $3.17K. The stake represents ﹤0.01% of the portfolio and ranks #137 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in PGR as recently as Q4 2024.

Capital & Planning LLC first reported a position in PGR in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.83K in Q4 2024. 1,771 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Capital & Planning LLC held 16 shares of Progressive worth $3.17K as of Q1 2026.
  • Progressive was a new Capital & Planning LLC position in Q1 2026.
  • Progressive made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #137 holding.
  • Capital & Planning LLC first reported a position in Progressive in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Progressive position peaked at $3.83K in Q4 2024.
  • 1,771 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.