Capstone Investment Advisors
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Capstone Investment Advisors’s Progressive PGR Stock Holding History

Capstone Investment 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 		$603K Sell
3,042
-1,256
-29% -$259K ﹤0.01% 1062
2025
Q4 		$979K Sell
4,298
-7,644
-64% -$1.73M ﹤0.01% 875
2025
Q3 		$2.95M Buy
11,942
+4,627
+63% +$1.14M 0.01% 632
2025
Q2 		$1.95M Buy
+7,315
New +$2.01M ﹤0.01% 653
2025
Q1 		– Sell
-15
Closed -$3.92K – 1751
2024
Q4 		$3.59K Buy
+15
New +$3.78K ﹤0.01% 1814
2024
Q3 		– Sell
-2,889
Closed -$672K – 2128
2024
Q2 		$600K Sell
2,889
-2,095
-42% -$439K ﹤0.01% 1220
2024
Q1 		$1.03M Buy
4,984
+2,099
+73% +$389K ﹤0.01% 1137
2023
Q4 		$460K Sell
2,885
-3,789
-57% -$593K ﹤0.01% 1381
2023
Q3 		$930K Sell
6,674
-13,873
-68% -$1.82M ﹤0.01% 1007
2023
Q2 		$2.72M Buy
20,547
+5,897
+40% +$791K 0.01% 552
2023
Q1 		$2.1M Buy
+14,650
New +$2.02M 0.01% 584
2021
Q4 		– Sell
-93,946
Closed -$8.97M – 2041
2021
Q3 		$8.49M Buy
93,946
+84,587
+904% +$8.06M 0.02% 673
2021
Q2 		$919K Buy
9,359
+7,043
+304% +$697K ﹤0.01% 1254
2021
Q1 		$221K Buy
+2,316
New +$210K ﹤0.01% 1418
2020
Q1 		– Sell
-10,789
Closed -$832K – 1339
2019
Q4 		$781K Buy
10,789
+10,784
+215,680% +$777K ﹤0.01% 1057
2019
Q3 		$0 Buy
5
+3
+150% +$236 ﹤0.01% 1421
2019
Q2 		$0 Sell
2
-133
-99% -$10.3K ﹤0.01% 1425
2019
Q1 		$10K Sell
135
-888
-87% -$60.8K ﹤0.01% 1261
2018
Q4 		$62K Sell
1,023
-909
-47% -$60.5K ﹤0.01% 1171
2018
Q3 		$137K Buy
+1,932
New +$124K ﹤0.01% 1087
2017
Q1 		– Sell
-16,561
Closed -$587K – 1063
2016
Q4 		$587K Sell
16,561
-16,493
-50% -$545K 0.02% 548
2016
Q3 		$1.04M Sell
33,054
-17,085
-34% -$556K 0.02% 367
2016
Q2 		$1.68M Buy
50,139
+43,540
+660% +$1.44M 0.03% 260
2016
Q1 		$231K Sell
6,599
-20,741
-76% -$663K 0.01% 575
2015
Q4 		$869K Buy
+27,340
New +$869K 0.02% 258

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.37T AUM 24.88% 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

Capstone Investment Advisors's PGR Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Progressive (PGR) stake by 29% in Q1 2026, selling an estimated $259K and leaving 3,042 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Capstone Investment Advisors first reported a position in PGR in Q4 2015 and has held it in 25 quarters since. The position peaked at $8.49M in Q3 2021. 1,768 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Capstone Investment Advisors held 3,042 shares of Progressive worth $603K as of Q1 2026.
  • Capstone Investment Advisors sold 1,256 Progressive shares in Q1 2026, an estimated $259K.
  • Progressive made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1062 holding.
  • Capstone Investment Advisors first reported a position in Progressive in Q4 2015 and has held it in 25 quarters since.
  • Capstone Investment Advisors's Progressive position peaked at $8.49M in Q3 2021.
  • 1,768 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.