Optima Capital’s Progressive PGR Stock Holding History

Optima Capital’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	–	Sell	-26	Closed	-$5.92K	–	969
2025 Q4	$5.92K	Buy	+26	New	+$5.87K	﹤0.01%	595

Other funds holding PGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Optima Capital's PGR Position: Q1 2026 in Review

Optima Capital sold out of Progressive (PGR) in Q1 2026, closing a stake of 26 shares — an estimated $5.92K sold.

Optima Capital first reported a position in PGR in Q4 2025 and held it in 1 quarter. The position peaked at $5.92K in Q4 2025. 1,762 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Optima Capital reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 26 Progressive shares in Q1 2026, an estimated $5.92K.
Optima Capital first reported a position in Progressive in Q4 2025 and held it in 1 quarter.
Optima Capital's Progressive position peaked at $5.92K in Q4 2025.
1,762 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.