John Armitage's PGR Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 2.59 M shares of The Progressive Corporation (PGR) worth $639.26 M, representing 6.74% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in PGR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 1.58 M shares. Largest reduction occurred in Q1 2021, reducing 3.02 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's The Progressive Corporation (PGR) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Progressive Corporation (PGR) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +1.49 M | New Buy | 1.49 M | $73.84 |
| Q2 2020 | -505,876 | Reduce 33.86% | 988,184 | $80.11 |
| Q3 2020 | +1.58 M | Add 159.50% | 2.56 M | $94.67 |
| Q4 2020 | +451,171 | Add 17.59% | 3.02 M | $98.88 |
| Q1 2021 | -3.02 M | Sold Out | 0 | $0.00 |
| Q2 2024 | +1.54 M | New Buy | 1.54 M | $207.71 |
| Q3 2024 | +1.28 M | Add 83.21% | 2.82 M | $253.76 |
| Q4 2024 | +3,262 | Add 0.12% | 2.83 M | $239.61 |
| Q1 2025 | -48,324 | Reduce 1.71% | 2.78 M | $283.01 |
| Q2 2025 | -140,871 | Reduce 5.07% | 2.64 M | $266.86 |
| Q3 2025 | -49,323 | Reduce 1.87% | 2.59 M | $246.95 |
John Armitage's The Progressive Corporation Investment FAQs
John Armitage first purchased The Progressive Corporation (PGR) in Q1 2020, acquiring 1,494,060 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held The Progressive Corporation (PGR) for 11 quarters since Q1 2020.
John Armitage's largest addition to The Progressive Corporation (PGR) was in Q3 2020, adding 2,564,350 shares worth $242.77 M.
According to the latest 13F filing for Q3 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 2,588,638 shares of The Progressive Corporation (PGR), valued at approximately $639.26 M.
As of the Q3 2025 filing, The Progressive Corporation (PGR) represents approximately 6.74% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in The Progressive Corporation (PGR) was 3,015,521 shares, as reported at the end of Q4 2020.