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Optimas Capital’s Progressive PGR Stock Holding History

Optimas 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
2025
Q1 		– Sell
-9,900
Closed -$2.37M – 30
2024
Q4 		$2.37M Sell
9,900
-16,079
-62% -$4.05M 3.2% 15
2024
Q3 		$6.59M Buy
25,979
+14,379
+124% +$3.34M 6.25% 5
2024
Q2 		$2.2M Sell
11,600
-5,000
-30% -$1.05M 2.5% 14
2024
Q1 		$3.43M Buy
+16,600
New +$3.08M 3% 15

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Optimas Capital's PGR Position: Q1 2025 in Review

Optimas Capital sold out of Progressive (PGR) in Q1 2025, closing a stake of 9,900 shares — an estimated $2.37M sold.

Optimas Capital first reported a position in PGR in Q1 2024 and held it in 4 quarters. The position peaked at $6.59M in Q3 2024. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Optimas Capital reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
  • Optimas Capital sold 9,900 Progressive shares in Q1 2025, an estimated $2.37M.
  • Optimas Capital first reported a position in Progressive in Q1 2024 and held it in 4 quarters.
  • Optimas Capital's Progressive position peaked at $6.59M in Q3 2024.
  • 1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Optimas Capital's 13F filing for Q1 2025, filed 14 May 2025.