Francois Rochon's PGR Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 542,292 shares of The Progressive Corporation (PGR) worth $118.46 M, representing 3.98% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in PGR, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2019, adding 181,146 shares. Largest reduction occurred in Q3 2019, reducing 333.29 M shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's The Progressive Corporation (PGR) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Progressive Corporation (PGR) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +13,928 | Add 2.64% | 542,292 | $218.45 |
| Q1 2026 | -8,468 | Reduce 1.58% | 528,364 | $198.24 |
| Q4 2025 | +2,943 | Add 0.55% | 536,832 | $227.72 |
| Q3 2025 | +13,522 | Add 2.60% | 533,889 | $246.95 |
| Q2 2025 | -8,787 | Reduce 1.66% | 520,367 | $266.86 |
| Q1 2025 | -16,702 | Reduce 3.06% | 529,154 | $283.01 |
| Q4 2024 | +9,163 | Add 1.71% | 545,856 | $239.61 |
| Q3 2024 | +1,872 | Add 0.35% | 536,693 | $253.76 |
| Q2 2024 | +4,452 | Add 0.84% | 534,821 | $207.71 |
| Q1 2024 | +24,818 | Add 4.91% | 530,369 | $206.82 |
| Q4 2023 | +4,120 | Add 0.82% | 505,551 | $159.28 |
| Q3 2023 | +14,022 | Add 2.88% | 501,431 | $139.30 |
| Q2 2023 | +6,178 | Add 1.28% | 487,409 | $132.37 |
| Q1 2023 | +19,906 | Add 4.31% | 481,231 | $143.06 |
| Q4 2022 | +10,401 | Add 2.31% | 461,325 | $129.71 |
| Q3 2022 | -127,915 | Reduce 22.10% | 450,924 | $116.21 |
| Q2 2022 | -141,096 | Reduce 19.60% | 578,839 | $116.27 |
| Q1 2022 | -96,817 | Reduce 11.85% | 719,935 | $113.99 |
| Q4 2021 | +15,856 | Add 1.98% | 816,752 | $102.65 |
| Q3 2021 | +30,277 | Add 3.93% | 800,896 | $90.39 |
| Q2 2021 | +95,117 | Add 14.08% | 770,619 | $98.21 |
| Q1 2021 | +21,278 | Add 3.25% | 675,502 | $95.61 |
| Q4 2020 | +39,960 | Add 6.51% | 654,224 | $98.88 |
| Q3 2020 | +10,328 | Add 1.71% | 614,264 | $94.67 |
| Q2 2020 | +39,398 | Add 6.98% | 603,936 | $80.11 |
| Q1 2020 | +115,149 | Add 25.62% | 564,538 | $73.84 |
| Q4 2019 | +181,146 | Add 67.53% | 449,389 | $72.39 |
| Q3 2019 | +268,243 | New Buy | 268,243 | $77.25 |
| Q1 1970 | +333.56 M | Add 0.00% | 333.56 M | $0.36 |
Francois Rochon's The Progressive Corporation Investment FAQs
Francois Rochon first purchased The Progressive Corporation (PGR) in Q1 1970, acquiring 333,560,420 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held The Progressive Corporation (PGR) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to The Progressive Corporation (PGR) was in Q1 1970, adding 333,560,420 shares worth $118.46 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 542,292 shares of The Progressive Corporation (PGR), valued at approximately $118.46 M.
As of the Q2 2026 filing, The Progressive Corporation (PGR) represents approximately 3.98% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in The Progressive Corporation (PGR) was 333,560,420 shares, as reported at the end of Q1 1970.