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 		$3.65M Buy
18,400
+6,600
+56% +$1.36M 0.01% 489
2025
Q4 		$2.69M Sell
11,800
-1,900
-14% -$429K 0.01% 524
2025
Q3 		$3.38M Buy
13,700
+1,300
+10% +$320K 0.01% 590
2025
Q2 		$3.31M Sell
12,400
-7,900
-39% -$2.17M 0.01% 495
2025
Q1 		$5.75M Sell
20,300
-17,900
-47% -$4.68M 0.02% 415
2024
Q4 		$9.15M Buy
38,200
+11,000
+40% +$2.77M 0.02% 374
2024
Q3 		$6.9M Buy
27,200
+1,800
+7% +$418K 0.02% 384
2024
Q2 		$5.28M Buy
25,400
+3,400
+15% +$712K 0.02% 442
2024
Q1 		$4.55M Sell
22,000
-11,700
-35% -$2.17M 0.02% 477
2023
Q4 		$5.37M Buy
33,700
+21,400
+174% +$3.35M 0.02% 509
2023
Q3 		$1.71M Buy
12,300
+5,500
+81% +$723K 0.01% 784
2023
Q2 		$900K Buy
6,800
+1,500
+28% +$201K ﹤0.01% 907
2023
Q1 		$758K Sell
5,300
-25,400
-83% -$3.5M ﹤0.01% 873
2022
Q4 		$3.98M Buy
30,700
+1,200
+4% +$152K 0.03% 463
2022
Q3 		$3.43M Buy
29,500
+1,100
+4% +$132K 0.02% 528
2022
Q2 		$3.3M Sell
28,400
-18,700
-40% -$2.12M 0.02% 553
2022
Q1 		$5.37M Sell
47,100
-23,000
-33% -$2.49M 0.01% 681
2021
Q4 		$7.2M Sell
70,100
-7,100
-9% -$678K 0.01% 716
2021
Q3 		$6.98M Buy
77,200
+15,200
+25% +$1.45M 0.01% 740
2021
Q2 		$6.09M Buy
62,000
+14,800
+31% +$1.46M 0.01% 673
2021
Q1 		$4.51M Sell
47,200
-90,500
-66% -$8.22M 0.01% 678
2020
Q4 		$13.6M Sell
137,700
-10,300
-7% -$974K 0.05% 323
2020
Q3 		$14M Buy
148,000
+28,400
+24% +$2.55M 0.07% 240
2020
Q2 		$9.58M Buy
119,600
+6,400
+6% +$500K 0.06% 267
2020
Q1 		$8.36M Buy
113,200
+4,000
+4% +$308K 0.13% 159
2019
Q4 		$7.91M Buy
109,200
+28,100
+35% +$2.03M 0.04% 419
2019
Q3 		$6.26M Buy
81,100
+30,300
+60% +$2.38M 0.04% 385
2019
Q2 		$4.06M Buy
50,800
+13,300
+35% +$1.03M 0.03% 518
2019
Q1 		$2.7M Buy
37,500
+20,100
+116% +$1.38M 0.02% 502
2018
Q4 		$1.05M Buy
17,400
+13,100
+305% +$872K 0.01% 593
2018
Q3 		$305K Buy
+4,300
New +$277K ﹤0.01% 914

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.56T AUM 27.86% 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. 1,763 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.
  • 1,763 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.