Jeremy Grantham's PGR Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 76,028 shares of The Progressive Corporation (PGR) worth $17.31 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in PGR, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 806,465 shares. Largest reduction occurred in Q3 2016, reducing 734,027 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's The Progressive Corporation (PGR) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Progressive Corporation (PGR) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +31,734 | Add 71.64% | 76,028 | $227.72 |
| Q3 2025 | +39,756 | Add 876.07% | 44,294 | $246.95 |
| Q2 2025 | +1,967 | Add 76.51% | 4,538 | $266.86 |
| Q1 2025 | +2,571 | New Buy | 2,571 | $283.01 |
| Q3 2023 | -14,171 | Sold Out | 0 | $0.00 |
| Q2 2023 | -13,582 | Reduce 48.94% | 14,171 | $132.37 |
| Q1 2023 | -26,000 | Reduce 48.37% | 27,753 | $143.06 |
| Q4 2022 | -60,000 | Reduce 52.75% | 53,753 | $129.71 |
| Q3 2022 | +22,200 | Add 24.25% | 113,753 | $116.21 |
| Q2 2022 | +91,553 | New Buy | 91,553 | $116.27 |
| Q4 2021 | -101,538 | Sold Out | 0 | $0.00 |
| Q3 2021 | -50,300 | Reduce 33.13% | 101,538 | $90.39 |
| Q2 2021 | +9,500 | Add 6.67% | 151,838 | $98.21 |
| Q1 2021 | +107,500 | Add 308.57% | 142,338 | $95.61 |
| Q4 2020 | -8,400 | Reduce 19.43% | 34,838 | $98.89 |
| Q3 2020 | -24,000 | Reduce 35.69% | 43,238 | $94.66 |
| Q2 2020 | +5,500 | Add 8.91% | 67,238 | $80.10 |
| Q1 2020 | -16,249 | Reduce 20.84% | 61,738 | $73.84 |
| Q4 2019 | -87,920 | Reduce 52.99% | 77,987 | $72.38 |
| Q3 2019 | -58,900 | Reduce 26.20% | 165,907 | $77.25 |
| Q2 2019 | -66,300 | Reduce 22.78% | 224,807 | $79.93 |
| Q1 2019 | -106,600 | Reduce 26.80% | 291,107 | $72.09 |
| Q4 2018 | +61,550 | Add 18.31% | 397,707 | $60.33 |
| Q3 2018 | +34,200 | Add 11.33% | 336,157 | $71.04 |
| Q2 2018 | -158,693 | Reduce 34.45% | 301,957 | $59.15 |
| Q1 2018 | -42,100 | Reduce 8.37% | 460,650 | $60.93 |
| Q4 2017 | +13,000 | Add 2.65% | 502,750 | $56.32 |
| Q3 2017 | +454,500 | Add 1289.36% | 489,750 | $48.42 |
| Q2 2017 | +35,250 | New Buy | 35,250 | $44.09 |
| Q1 2017 | -25,831 | Sold Out | 0 | $0.00 |
| Q4 2016 | -2,900 | Reduce 10.09% | 25,831 | $35.50 |
| Q3 2016 | -734,027 | Reduce 96.23% | 28,731 | $31.50 |
| Q2 2016 | -303,138 | Reduce 28.44% | 762,758 | $33.50 |
| Q1 2016 | +68,831 | Add 6.90% | 1.07 M | $35.14 |
| Q4 2015 | +69,500 | Add 7.49% | 997,065 | $31.80 |
| Q3 2015 | +806,465 | Add 665.95% | 927,565 | $30.64 |
| Q2 2015 | -26,300 | Reduce 17.84% | 121,100 | $27.83 |
| Q1 2015 | +10,200 | Add 7.43% | 147,400 | $27.20 |
| Q4 2014 | -24,100 | Reduce 14.94% | 137,200 | $26.99 |
| Q3 2014 | +52,600 | Add 48.39% | 161,300 | $25.28 |
| Q2 2014 | -9,400 | Reduce 7.96% | 108,700 | $25.36 |
| Q1 2014 | -15,000 | Reduce 11.27% | 118,100 | $24.22 |
| Q4 2013 | +1,800 | Add 1.37% | 133,100 | $27.27 |
| Q3 2013 | -12,300 | Reduce 8.57% | 131,300 | $27.23 |
| Q2 2013 | +143,600 | Add 0.00% | 143,600 | $25.42 |
Jeremy Grantham's The Progressive Corporation Investment FAQs
Jeremy Grantham first purchased The Progressive Corporation (PGR) in Q2 2013, acquiring 143,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held The Progressive Corporation (PGR) for 45 quarters since Q2 2013.
Jeremy Grantham's largest addition to The Progressive Corporation (PGR) was in Q3 2015, adding 927,565 shares worth $28.42 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 76,028 shares of The Progressive Corporation (PGR), valued at approximately $17.31 M.
As of the Q4 2025 filing, The Progressive Corporation (PGR) represents approximately 0.04% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in The Progressive Corporation (PGR) was 1,065,896 shares, as reported at the end of Q1 2016.