Guru Ownership Trend
Guru Analysis for The Progressive Corporation (PGR)
The Progressive Corporation (PGR), a key player in the Financials sector, continues to attract institutional attention.
As of Q3 2025, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.17 B.
Top institutional holders include John Armitage and Cliff Asness.
Notably, John Armitage has expressed high conviction in this stock, allocating 6.74% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $60.79 M net inflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 49.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 6.74% | Reduce -1.9% | 2,588,638 | $639.26 M | Q3 2025 | |
| 0.19% | Add 45.2% | 1,226,266 | $301.59 M | Q3 2025 | |
| 1.51% | 753,750 | $186.14 M | Q3 2025 | ||
| 4.04% | Add 2.6% | 533,889 | $131.84 M | Q3 2025 | |
| 0.10% | Reduce -34.6% | 315,500 | $77.91 M | Q3 2025 | |
| 0.16% | Reduce -27.2% | 49,629 | $12.26 M | Q3 2025 | |
| 0.03% | Add 876.1% | 44,294 | $10.94 M | Q3 2025 | |
| 0.04% | New Buy | 42,709 | $10.55 M | Q3 2025 | |
| 0.04% | Add 1892.2% | 35,442 | $8.75 M | Q3 2025 | |
| 0.03% | Reduce -49.8% | 28,264 | $6.98 M | Q3 2025 | |
| 0.29% | 13,711 | $3.39 M | Q3 2025 | ||
| 0.00% | Add 4.6% | 9,664 | $2.39 M | Q3 2025 | |
| 0.00% | New Buy | 3,316 | $818,886 | Q3 2025 | |
| 0.07% | New Buy | 1,882 | $464,760 | Q3 2025 | |
| 0.01% | 1,746 | $431,175 | Q3 2025 | ||
| 0.00% | Add 40.1% | 1,100 | $271,645 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for The Progressive Corporation (PGR)
Major holders include John Armitage ($639.26 M), Cliff Asness ($301.59 M), Tom Gayner ($186.14 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 5.65 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $60.79 M, with 9 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited PGR. The total reported sell value was $66.6 M.
Yes, 3 managers opened new positions in PGR, and 6 increased their existing holdings. The total reported buy value was $127.4 M.