David Rolfe's PGR Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 83,352 shares of The Progressive Corporation (PGR) worth $16.52 M, representing 3.41% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, David Rolfe has maintained a strategic position in PGR, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 109,963 shares. Largest reduction occurred in Q1 2023, reducing 137,710 shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's The Progressive Corporation (PGR) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Progressive Corporation (PGR) Trades by David Rolfe
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +83,352 | New Buy | 83,352 | $198.24 |
| Q2 2023 | -3,500 | Sold Out | 0 | $0.00 |
| Q1 2023 | -137,710 | Reduce 97.52% | 3,500 | $0.14 |
| Q4 2022 | -37,320 | Reduce 20.90% | 141,210 | $0.13 |
| Q3 2022 | -5,311 | Reduce 2.89% | 178,530 | $116.20 |
| Q2 2022 | -51,724 | Reduce 21.96% | 183,841 | $116.26 |
| Q1 2022 | -17,229 | Reduce 6.82% | 235,565 | $113.99 |
| Q4 2021 | -3,203 | Reduce 1.25% | 252,794 | $102.65 |
| Q3 2021 | +1,426 | Add 0.56% | 255,997 | $90.38 |
| Q2 2021 | +10,504 | Add 4.30% | 254,571 | $98.21 |
| Q1 2021 | +109,963 | Add 82.00% | 244,067 | $95.60 |
| Q4 2020 | +134,104 | New Buy | 134,104 | $98.88 |
David Rolfe's The Progressive Corporation Investment FAQs
David Rolfe first purchased The Progressive Corporation (PGR) in Q4 2020, acquiring 134,104 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe has held The Progressive Corporation (PGR) for 12 quarters since Q4 2020.
David Rolfe's largest addition to The Progressive Corporation (PGR) was in Q4 2020, adding 134,104 shares worth $13.26 M.
According to the latest 13F filing for Q1 2026, David Rolfe's firm, Wedgewood Partners INC, owns 83,352 shares of The Progressive Corporation (PGR), valued at approximately $16.52 M.
As of the Q1 2026 filing, The Progressive Corporation (PGR) represents approximately 3.41% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings.
David Rolfe's peak holding in The Progressive Corporation (PGR) was 255,997 shares, as reported at the end of Q3 2021.