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The Progressive Corporation

PGR Financials
$203.11 +$0.85 (0.42%)
Market Cap: $118.68 B
Gurus Holding
19
Popularity Rank
#36
% of Shares Held
1.10%
Net Activity (Q1 2026)
+$151.36 M

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 Q1 2026, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.3 B.

Top institutional holders include Cliff Asness and Andreas Halvorsen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $151.36 M net inflow during the quarter.

Recent activity highlights Fairholme Focused Income Fund who increased their stake by 159.4%. Conversely, Paul Tudor Jones reduced exposure by 21.6%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$241.79 M
Total Buy Value
New Buys 2
Additions 9
-$90.43 M
Total Sell Value
Reductions 6
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
9
Net Buyers
11

FAQs for The Progressive Corporation (PGR)

Major holders include Cliff Asness ($476.81 M), Andreas Halvorsen ($320.47 M), Tom Gayner ($149.42 M). According to the latest reported data, 19 tracked investment managers collectively hold approximately 6.4 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $151.36 M, with 11 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 3 fully exited PGR. The total reported sell value was $90.43 M.

Yes, 2 managers opened new positions in PGR, and 9 increased their existing holdings. The total reported buy value was $241.79 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.22% Add 26.0% 2,405,207 $476.81 M Q1 2026
0.90% Add 21.4% 1,616,559 $320.47 M Q1 2026
1.25% 753,750 $149.42 M Q1 2026
0.17% Add 111.8% 559,782 $110.97 M Q1 2026
3.83% Reduce -1.6% 528,364 $104.74 M Q1 2026
0.08% Reduce 0.0% 139,468 $27.65 M Q1 2026
3.41% New Buy 83,352 $16.52 M Q1 2026
0.04% Reduce -3.7% 73,189 $14.51 M Q1 2026
0.87% Add 159.4% 66,400 $13.16 M Q1 2026
0.87% Add 159.4% 66,400 $13.16 M Q1 2026
0.02% Reduce -21.6% 63,023 $12.49 M Q1 2026
0.14% Reduce -3.8% 48,234 $9.71 M Q1 2026
0.02% Add 48.3% 17,700 $3.51 M Q1 2026
0.22% 13,711 $2.72 M Q1 2026
0.00% Add 12.6% 11,148 $2.21 M Q1 2026
0.02% New Buy 9,472 $1.88 M Q1 2026
0.10% Add 105.6% 5,160 $1.02 M Q1 2026
0.09% Add 2.4% 3,167 $627,826 Q1 2026
0.01% Add 2.5% 1,789 $354,651 Q1 2026
0.00% Reduce -7.7% 1,010 $200,222 Q1 2026
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