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 		$6.9M Buy
34,800
+14,000
+67% +$2.89M 0.01% 366
2025
Q4 		$4.74M Sell
20,800
-25,300
-55% -$5.71M 0.01% 386
2025
Q3 		$11.4M Buy
46,100
+2,900
+7% +$715K 0.02% 296
2025
Q2 		$11.5M Sell
43,200
-13,400
-24% -$3.67M 0.03% 220
2025
Q1 		$16M Sell
56,600
-8,400
-13% -$2.2M 0.04% 212
2024
Q4 		$15.6M Buy
65,000
+30,700
+90% +$7.73M 0.04% 267
2024
Q3 		$8.7M Sell
34,300
-1,800
-5% -$418K 0.03% 331
2024
Q2 		$7.5M Buy
36,100
+7,100
+24% +$1.49M 0.02% 358
2024
Q1 		$6M Sell
29,000
-96,200
-77% -$17.8M 0.02% 386
2023
Q4 		$19.9M Buy
125,200
+22,300
+22% +$3.49M 0.06% 207
2023
Q3 		$14.3M Sell
102,900
-8,100
-7% -$1.07M 0.06% 213
2023
Q2 		$14.7M Buy
111,000
+5,300
+5% +$711K 0.07% 187
2023
Q1 		$15.1M Buy
105,700
+3,200
+3% +$441K 0.08% 178
2022
Q4 		$13.3M Buy
102,500
+19,500
+23% +$2.47M 0.1% 179
2022
Q3 		$9.64M Buy
83,000
+4,100
+5% +$494K 0.06% 243
2022
Q2 		$9.17M Sell
78,900
-82,400
-51% -$9.34M 0.04% 283
2022
Q1 		$18.4M Sell
161,300
-237,600
-60% -$25.7M 0.05% 281
2021
Q4 		$40.9M Sell
398,900
-19,200
-5% -$1.83M 0.07% 252
2021
Q3 		$37.8M Buy
418,100
+69,800
+20% +$6.65M 0.07% 251
2021
Q2 		$34.2M Buy
348,300
+21,700
+7% +$2.15M 0.08% 223
2021
Q1 		$31.2M Sell
326,600
-15,900
-5% -$1.44M 0.09% 202
2020
Q4 		$33.9M Buy
342,500
+27,900
+9% +$2.64M 0.11% 144
2020
Q3 		$29.8M Buy
314,600
+86,400
+38% +$7.77M 0.15% 120
2020
Q2 		$18.3M Buy
228,200
+31,900
+16% +$2.49M 0.12% 151
2020
Q1 		$14.5M Sell
196,300
-56,900
-22% -$4.39M 0.23% 76
2019
Q4 		$18.3M Buy
253,200
+38,500
+18% +$2.78M 0.1% 222
2019
Q3 		$16.6M Buy
214,700
+63,700
+42% +$5.01M 0.11% 171
2019
Q2 		$12.1M Buy
151,000
+43,400
+40% +$3.36M 0.09% 244
2019
Q1 		$7.76M Buy
107,600
+45,200
+72% +$3.1M 0.07% 269
2018
Q4 		$3.77M Buy
62,400
+21,000
+51% +$1.4M 0.05% 312
2018
Q3 		$2.94M Buy
+41,400
New +$2.66M 0.03% 354

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.