Bruce Berkowitz's PGR Position Overview
Bruce Berkowitz (via Fairholme Capital Management LLC) currently holds 66,400 shares of The Progressive Corporation (PGR) worth $13.16 M, representing 0.87% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Bruce Berkowitz has initiated a new position in PGR, representing a fresh investment thesis on this company. Largest addition occurred in Q1 2026, adding 40,800 shares.
Analysis based on 13F filings available since 2013 Q2
Bruce Berkowitz's The Progressive Corporation (PGR) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Progressive Corporation (PGR) Trades by Bruce Berkowitz
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +40,800 | Add 159.38% | 66,400 | $198.24 |
| Q4 2025 | +25,600 | New Buy | 25,600 | $227.72 |
Bruce Berkowitz's The Progressive Corporation Investment FAQs
Bruce Berkowitz first purchased The Progressive Corporation (PGR) in Q4 2025, acquiring 25,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Bruce Berkowitz has held The Progressive Corporation (PGR) for 2 quarters since Q4 2025.
Bruce Berkowitz's largest addition to The Progressive Corporation (PGR) was in Q1 2026, adding 66,400 shares worth $13.16 M.
According to the latest 13F filing for Q1 2026, Bruce Berkowitz's firm, Fairholme Capital Management LLC, owns 66,400 shares of The Progressive Corporation (PGR), valued at approximately $13.16 M.
As of the Q1 2026 filing, The Progressive Corporation (PGR) represents approximately 0.87% of Bruce Berkowitz's publicly disclosed stock portfolio, making it one of their key holdings.
Bruce Berkowitz's peak holding in The Progressive Corporation (PGR) was 66,400 shares, as reported at the end of Q1 2026.