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The Progressive Corporation

PGR Financials
$205.17 $-0.01 (0.00%)
Market Cap: $120.21 B
Gurus Holding
20
Popularity Rank
#37
% of Shares Held
0.95%
Net Activity (Q4 2025)
-$66.07 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 Q4 2025, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.15 B.

Top institutional holders include Cliff Asness and Andreas Halvorsen.

Institutional sentiment is currently Bearish. This is evidenced by a $66.07 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 66.3%.

Key Holders

Top 5 by Value

$434.81 M
$303.22 M
$171.64 M
$122.25 M

Recent Activity Breakdown (Q4 2025)

+$600.76 M
Total Buy Value
New Buys 6
Additions 8
-$666.82 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
14

FAQs for The Progressive Corporation (PGR)

Major holders include Cliff Asness ($434.81 M), Andreas Halvorsen ($303.22 M), Tom Gayner ($171.64 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 5.58 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $66.07 M, with 14 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited PGR. The total reported sell value was $666.82 M.

Yes, 6 managers opened new positions in PGR, and 8 increased their existing holdings. The total reported buy value was $600.76 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.23% Add 55.7% 1,909,426 $434.81 M Q4 2025
0.80% New Buy 1,331,538 $303.22 M Q4 2025
1.37% 753,750 $171.64 M Q4 2025
4.08% Add 0.6% 536,832 $122.25 M Q4 2025
0.09% Reduce -16.2% 264,300 $60.19 M Q4 2025
0.69% New Buy 220,000 $50.1 M Q4 2025
0.12% Add 393.6% 139,510 $31.77 M Q4 2025
0.03% New Buy 116,395 $26.51 M Q4 2025
0.03% Add 2323.9% 80,375 $18.3 M Q4 2025
0.04% Add 71.6% 76,028 $17.31 M Q4 2025
0.15% Add 1.0% 50,129 $11.53 M Q4 2025
0.11% New Buy 34,000 $7.74 M Q4 2025
0.41% New Buy 25,600 $5.83 M Q4 2025
0.41% New Buy 25,600 $5.83 M Q4 2025
0.25% 13,711 $3.12 M Q4 2025
0.01% Reduce -66.3% 11,938 $2.72 M Q4 2025
0.00% Add 2.5% 9,904 $2.26 M Q4 2025
0.10% Add 64.3% 3,092 $704,110 Q4 2025
0.05% New Buy 2,510 $571,577 Q4 2025
0.01% 1,746 $397,599 Q4 2025
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Value
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SEC Form