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Fairholme Focused Income Fund’s PGR Holdings & Trades

First Buy
Q4 2025
Duration Held
2 Quarters
Largest Add
Q1 2026
+40,800 Shares
Current Position
66,400 Shares
$13.16 M Value

Fairholme Focused Income Fund's PGR Position Overview

Fairholme Focused Income Fund (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, Fairholme Focused Income Fund 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

Fairholme Focused Income Fund's The Progressive Corporation (PGR) Holding Value Over Time

Track share changes against reported price movement

Quarterly The Progressive Corporation (PGR) Trades by Fairholme Focused Income Fund

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

Fairholme Focused Income Fund's The Progressive Corporation Investment FAQs

Fairholme Focused Income Fund 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.

Fairholme Focused Income Fund has held The Progressive Corporation (PGR) for 2 quarters since Q4 2025.

Fairholme Focused Income Fund'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, Fairholme Focused Income Fund'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 Fairholme Focused Income Fund's publicly disclosed stock portfolio, making it one of their key holdings.

Fairholme Focused Income Fund's peak holding in The Progressive Corporation (PGR) was 66,400 shares, as reported at the end of Q1 2026.