The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionCapital Planning Advisors, LLC
Latest Disclosed Ownership5,350 shares
Latest Disclosed Value $ 1,060,584
Capital Planning Advisors, LLC reports 78.47% decrease in ownership of PGR / The Progressive Corporation

On May 14, 2026 - Capital Planning Advisors, LLC filed a 13F-HR form disclosing ownership of 5,350 shares of The Progressive Corporation (MX:PGR) valued at $1,060,584 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,846 shares of The Progressive Corporation. This represents a change in shares of -78.47% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F PROGRESSIVE COM 743315103 5,350 -19,496 -78.47 1,061 -81.26 0.1534
2026-02-17 2025-12-31 13F PROGRESSIVE COM 743315103 24,846 -2,579 -9.40 5,658 -16.46 0.7567
2025-11-07 2025-09-30 13F PROGRESSIVE COM 743315103 27,425 -4,151 -13.15 6,773 -19.63 0.9301
2025-08-14 2025-06-30 13F PROGRESSIVE COM 743315103 31,576 -1,442 -4.37 8,426 -9.82 1.2358
2025-05-12 2025-03-31 13F PROGRESSIVE COM 743315103 33,018 189 0.58 9,344 18.79 1.4425
2025-01-17 2024-12-31 13F PROGRESSIVE COM 743315103 32,829 507 1.57 7,866 -4.10 1.2148
2024-11-12 2024-09-30 13F PROGRESSIVE COM 743315103 32,322 191 0.59 8,202 22.91 1.2383
2024-08-12 2024-06-30 13F PROGRESSIVE COM 743315103 32,131 1,384 4.50 6,674 4.94 1.1420
2024-05-15 2024-03-31 13F PROGRESSIVE COM 743315103 30,747 107 0.35 6,359 30.31 1.1168
2024-02-12 2023-12-31 13F PROGRESSIVE COM 743315103 30,640 -3,290 -9.70 4,880 3.26 0.9227
2023-10-30 2023-09-30 13F PROGRESSIVE COM 743315103 33,930 -179 -0.52 4,726 4.67 0.9862
2023-08-01 2023-06-30 13F PROGRESSIVE COM 743315103 34,109 982 2.96 4,515 -4.73 0.9155
2023-05-15 2023-03-31 13F PROGRESSIVE COM 743315103 33,127 -1,250 -3.64 4,739 6.28 1.0073
2023-02-10 2022-12-31 13F PROGRESSIVE COM 743315103 34,377 9,759 39.64 4,459 55.85 1.0596
2022-11-14 2022-09-30 13F PROGRESSIVE COM 743315103 24,618 18,479 301.01 2,861 300.70 0.7684
2022-08-10 2022-06-30 13F PROGRESSIVE COM 743315103 6,139 -714 -10.42 714 -8.58 0.1890
2022-05-10 2022-03-31 13F PROGRESSIVE COM 743315103 6,853 6 0.09 781 11.10 0.1670
2022-02-14 2021-12-31 13F PROGRESSIVE COM 743315103 6,847 -153 -2.19 703 11.06 0.1339
2021-11-09 2021-09-30 13F PROGRESSIVE COM 743315103 7,000 0 0.00 633 -7.86 0.1313
2021-08-13 2021-06-30 13F PROGRESSIVE COM 743315103 7,000 872 14.23 687 17.24 0.1409
2021-04-30 2021-03-31 13F PROGRESSIVE COM 743315103 6,128 0 0.00 586 -3.30 0.1314
2021-02-04 2020-12-31 13F PROGRESSIVE COM 743315103 6,128 25 0.41 606 4.84 0.1489
2020-11-12 2020-09-30 13F PROGRESSIVE COM 743315103 6,103 -24 -0.39 578 17.72 0.1584
2020-08-06 2020-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 6,127 24 0.39 491 8.87 0.1462
2020-05-11 2020-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 0 0.00 451 2.04 0.1683
2020-02-03 2019-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 0 0.00 442 -6.16 0.1156
2019-11-05 2019-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 0 0.00 471 -3.48 0.1371
2019-08-09 2019-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 0 0.00 488 10.91 0.1433
2019-05-14 2019-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 0 0.00 440 19.57 0.1343
2019-02-13 2018-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 0 0.00 368 -15.21 0.1340
2018-11-14 2018-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 0 0.00 434 20.22 0.1387
2018-08-08 2018-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 0 0.00 361 -2.96 0.1632
2018-05-15 2018-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 0 0.00 372 8.14 0.1321
2018-02-08 2017-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 0 0.00 344 16.22 0.1208
2017-11-09 2017-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 0 0.00 296 10.04 0.1160
2017-08-08 2017-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 0 0.00 269 12.55 0.1190
2017-05-12 2017-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 0 0.00 239 10.14 0.1180
2017-02-13 2016-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 6,103 217 0.1158
2016-11-08 2016-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 0 -6,103 -100.00 0 -100.00
2016-07-20 2016-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 0 0.00 204 -4.67 0.1135
2016-05-04 2016-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 6,103 6,103 214 0.1030
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.