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Donaldson Capital Management’s Progressive PGR Stock Holding History

Donaldson Capital Management’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 		$664K Sell
3,351
-35,390
-91% -$7.3M 0.02% 162
2025
Q4 		$8.82M Buy
38,741
+9,154
+31% +$2.07M 0.28% 53
2025
Q3 		$7.31M Buy
29,587
+12,068
+69% +$2.98M 0.23% 57
2025
Q2 		$4.68M Buy
17,519
+1,472
+9% +$403K 0.17% 68
2025
Q1 		$4.54M Buy
16,047
+1,140
+8% +$298K 0.17% 64
2024
Q4 		$3.57M Sell
14,907
-260
-2% -$65.5K 0.14% 75
2024
Q3 		$3.85M Buy
15,167
+153
+1% +$35.6K 0.15% 69
2024
Q2 		$3.12M Buy
15,014
+1,164
+8% +$244K 0.13% 76
2024
Q1 		$2.86M Buy
13,850
+152
+1% +$28.2K 0.12% 81
2023
Q4 		$2.18M Buy
13,698
+1,596
+13% +$250K 0.1% 86
2023
Q3 		$1.69M Sell
12,102
-312
-3% -$41K 0.08% 95
2023
Q2 		$1.64M Buy
12,414
+1,598
+15% +$214K 0.07% 93
2023
Q1 		$1.55M Sell
10,816
-1,076
-9% -$148K 0.07% 95
2022
Q4 		$1.54M Sell
11,892
-1,465
-11% -$186K 0.08% 93
2022
Q3 		$1.55M Buy
13,357
+8,299
+164% +$999K 0.09% 89
2022
Q2 		$588K Sell
5,058
-37
-0.7% -$4.2K 0.03% 146
2022
Q1 		$581K Sell
5,095
-367
-7% -$39.7K 0.03% 162
2021
Q4 		$561K Buy
5,462
+132
+2% +$12.6K 0.02% 176
2021
Q3 		$482K Sell
5,330
-67
-1% -$6.39K 0.02% 172
2021
Q2 		$530K Sell
5,397
-462
-8% -$45.7K 0.03% 166
2021
Q1 		$560K Buy
5,859
+283
+5% +$25.7K 0.03% 160
2020
Q4 		$551K Buy
+5,576
New +$527K 0.03% 149
2020
Q1 		– Sell
-5,316
Closed -$385K – 205
2019
Q4 		$385K Buy
5,316
+1,220
+30% +$88K 0.03% 160
2019
Q3 		$316K Buy
4,096
+561
+16% +$44.1K 0.02% 161
2019
Q2 		$283K Buy
+3,535
New +$273K 0.02% 140
2018
Q4 		– Sell
-4,505
Closed -$320K – 192
2018
Q3 		$320K Buy
4,505
+764
+20% +$49.1K 0.03% 138
2018
Q2 		$221K Sell
3,741
-294
-7% -$18K 0.02% 157
2018
Q1 		$246K Buy
+4,035
New +$230K 0.02% 149

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 $137B AUM 18.02% 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 $298B AUM 21.96% 1-Year Est. Return

Donaldson Capital Management's PGR Position: Q1 2026 in Review

Donaldson Capital Management reduced its Progressive (PGR) stake by 91% in Q1 2026, selling an estimated $7.3M and leaving 3,351 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #162.

Donaldson Capital Management first reported a position in PGR in Q1 2018 and has held it in 28 quarters since. The position peaked at $8.82M in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Donaldson Capital Management held 3,351 shares of Progressive worth $664K as of Q1 2026.
  • Donaldson Capital Management sold 35,390 Progressive shares in Q1 2026, an estimated $7.3M.
  • Progressive made up 0.02% of Donaldson Capital Management's portfolio in Q1 2026, its #162 holding.
  • Donaldson Capital Management first reported a position in Progressive in Q1 2018 and has held it in 28 quarters since.
  • Donaldson Capital Management's Progressive position peaked at $8.82M in Q4 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.