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The Progressive Corporation

PGR Financials
$217.62 +$1.43 (0.66%)
Market Cap: $126.52 B
Gurus Holding
17
Popularity Rank
#69
% of Shares Held
0.64%
Net Activity (Q2 2026)
-$552.6 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 Q2 2026, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $808.55 M.

Top institutional holders include Cliff Asness and Tom Gayner.

Institutional sentiment is currently Bearish. This is evidenced by a $552.6 M net outflow during the quarter.

Recent activity highlights John Rogers who dramatically increased their stake. Conversely, Ken Fisher reduced exposure by 46.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$32.37 M
Total Buy Value
New Buys 0
Additions 8
-$584.97 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
8

FAQs for The Progressive Corporation (PGR)

Major holders include Cliff Asness ($315.66 M), Tom Gayner ($164.66 M), Francois Rochon ($118.46 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 3.72 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $552.6 M, with 8 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited PGR. The total reported sell value was $584.97 M.

Yes, 0 managers opened new positions in PGR, and 8 increased their existing holdings. The total reported buy value was $32.37 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.11% Reduce -39.9% 1,445,012 $315.66 M Q2 2026
1.25% 753,750 $164.66 M Q2 2026
3.98% Add 2.6% 542,292 $118.46 M Q2 2026
0.11% Reduce -33.0% 375,200 $81.96 M Q2 2026
0.08% Add 18.7% 165,489 $36.15 M Q2 2026
4.79% Add 27.5% 106,261 $23.21 M Q2 2026
0.04% Add 24.1% 90,834 $19.84 M Q2 2026
1.06% Add 8.7% 72,200 $15.77 M Q2 2026
1.06% Add 8.7% 72,200 $15.77 M Q2 2026
0.13% Add 5732.3% 58,906 $12.87 M Q2 2026
0.15% Add 8.1% 52,162 $11.47 M Q2 2026
0.02% Reduce -20.9% 14,007 $3.06 M Q2 2026
0.23% 13,711 $3 M Q2 2026
0.03% 9,472 $2.07 M Q2 2026
0.00% Reduce -46.1% 6,012 $1.31 M Q2 2026
0.10% Add 0.1% 5,166 $1.13 M Q2 2026
0.09% 3,167 $691,831 Q2 2026
0.01% 1,789 $390,807 Q2 2026
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Transaction
Value
Shares
Position / Chg
SEC Form