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PGR: insider buying, 13F holders, analyst moves
Progressive Corp
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SEC Form 13F · Q2 2026
8 of our 100 managers hold PGR
Combined reported value $436.5M; 2 sold out since Q1 2026.
Holders among our 100 managers: 8 in Q3 2023, 8 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Markel Group | $164.7M | 1.25% | Unchanged |
| Giverny Capital | $118.5M | 3.98% | Added |
| Kensico Capital | $108.9M | 1.87% | Unchanged |
| Wedgewood Partners | $23.2M | 4.79% | Added |
| Fairholme Capital | $15.8M | 1.06% | Added |
| Tweedy, Browne | $3.0M | 0.23% | Unchanged |
| Soros Fund Management | $2.1M | 0.03% | Unchanged |
| Brave Warrior Advisors | $391K | 0.01% | Unchanged |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.