TAGStone Capital’s Progressive PGR Stock Holding History

TAGStone 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	$2.38M	Buy	11,995 +5,518	+85%	+$1.14M	0.84%	33
2025 Q4	$1.47M	Buy	6,477 +10	+0.2%	+$2.26K	0.55%	38
2025 Q3	$1.6M	Hold	6,467	–	–	0.63%	36
2025 Q2	$1.59M	Buy	6,467 +593	+10%	+$163K	0.66%	34
2025 Q1	$1.66M	Buy	5,874 +2	+0%	+$523	0.82%	31
2024 Q4	$1.41M	Buy	5,872 +2	+0%	+$503	0.69%	33
2024 Q3	$1.49M	Buy	5,870 +3	+0.1%	+$697	0.76%	33
2024 Q2	$1.22M	Buy	5,867 +3	+0.1%	+$628	0.69%	33
2024 Q1	$1.21M	Buy	5,864 +3	+0.1%	+$557	0.71%	32
2023 Q4	$934K	Buy	5,861 +516	+10%	+$80.8K	0.61%	35
2023 Q3	$745K	Buy	5,345 +4	+0.1%	+$526	0.55%	38
2023 Q2	$707K	Buy	5,341 +4	+0.1%	+$536	0.51%	41
2023 Q1	$764K	Buy	5,337 +4	+0.1%	+$552	0.57%	39
2022 Q4	$692K	Buy	5,333 +4	+0.1%	+$507	0.57%	40
2022 Q3	$619K	Buy	5,329 +5	+0.1%	+$602	0.57%	43
2022 Q2	$619K	Buy	5,324 +5	+0.1%	+$567	0.59%	41
2022 Q1	$606K	Buy	5,319 +5	+0.1%	+$541	0.51%	42
2021 Q4	$545K	Buy	+5,314	New	+$507K	0.45%	47

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

TAGStone Capital's PGR Position: Q1 2026 in Review

TAGStone Capital increased its Progressive (PGR) stake by 85% in Q1 2026, buying an estimated $1.14M and bringing the position to 11,995 shares worth $2.38M. The position accounts for 0.84% of the portfolio, ranked #33.

TAGStone Capital first reported a position in PGR in Q4 2021 and has held it in 18 quarters since. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

TAGStone Capital held 11,995 shares of Progressive worth $2.38M as of Q1 2026.
TAGStone Capital bought 5,518 Progressive shares in Q1 2026, an estimated $1.14M.
Progressive made up 0.84% of TAGStone Capital's portfolio in Q1 2026, its #33 holding.
TAGStone Capital first reported a position in Progressive in Q4 2021 and has held it in 18 quarters since.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.