Francois Rochon's PGR Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 528,364 shares of The Progressive Corporation (PGR) worth $104.74 M, representing 3.83% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in PGR, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2019, adding 181,146 shares. Largest reduction occurred in Q2 2022, reducing 141,096 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 |
|---|---|---|---|---|
| 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 |
Francois Rochon's The Progressive Corporation Investment FAQs
Francois Rochon first purchased The Progressive Corporation (PGR) in Q3 2019, acquiring 268,243 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 27 quarters since Q3 2019.
Francois Rochon's largest addition to The Progressive Corporation (PGR) was in Q3 2019, adding 268,243 shares worth $20.72 M.
According to the latest 13F filing for Q1 2026, Francois Rochon's firm, Giverny Capital Inc., owns 528,364 shares of The Progressive Corporation (PGR), valued at approximately $104.74 M.
As of the Q1 2026 filing, The Progressive Corporation (PGR) represents approximately 3.83% 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 816,752 shares, as reported at the end of Q4 2021.