PGR

Progressive Corp

8 super-investor ownerscombined $495Mlargest position 4.8%

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8 of the 83 super-investors we track hold PGR, worth a combined $495M per their latest 13F filings. The largest position: David Rolfe at 4.8% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 39 of 100 (how strongly the cohort backs it) — ranked #136 of 742 stocks. The stock is up 12.3x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction easing: 1 fewer super-investor hold it than in 2026Q1.

Held through it: Tom Bancroft (15q straight), Glenn Greenberg (26q straight), Francois Rochon (27q straight) and 14 more. All multibaggers the cohort held →

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Why super-investors own PGR

PGR is held by 8 super-investors in our cohort, with a combined position value of $495M. The highest-conviction owner is David Rolfe at 4.8% of their portfolio. Cohort ownership has grown from 7 to 8 over the last four quarters — net interest is rising. This quarter the cohort registered 1 added.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 8

Peak: 9

Owners (8) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Thomas Gayner	1.3%	34q	$165M	753,750
2	Joel Greenblatt	0.1%	38q	$157M	719,059
3	Francois Rochon	4.0%	28q	$118M	542,292
4	David Rolfe	4.8%	12q	$23M	106,261
5	Bruce Berkowitz	1.1%	3q	$16M	72,200
6	John Rogers	0.1%	39q	$13M	58,906
7	Tweedy Browne	0.2%	22q	$3M	13,711
8	Glenn Greenberg	<0.1%	27q	$391K	1,789