PGR
Progressive Corp
9 super-investors hold PGR worth a combined $697M. The largest position: Francois Rochon at 3.8% of their portfolio. This quarter the cohort logged 2 buys and 1 sell on the name. Cohort Conviction Score: 39 — ranked #130 of 724 scored stocks.
Why super-investors own PGR
Nine of the tracked cohort hold PGR with a combined $697M, though ownership has been remarkably stable — the count has oscillated narrowly between three and four for most of the past two years before ticking up to the current nine, suggesting a recent broadening of interest. The most consequential 2026Q1 move is David Rolfe initiating a new position at 3.4% of his portfolio ($17M), making him the second-highest-conviction holder behind Francois Rochon, whose 3.8% weighting ($105M) represents the cohort's peak concentration. Bruce Berkowitz added to his existing stake, while Daniel Loeb exited entirely. Anchor holders Thomas Gayner ($149M) and Viking Global Investors ($320M) were unchanged. Net sentiment is modestly constructive — two additions against one exit this quarter.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (9) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Viking Global Investors | 0.9% | 24q | $320M | 1,616,559 |
| 2 | Thomas Gayner | 1.3% | 33q | $149M | 753,750 |
| 3 | Francois Rochon | 3.8% | 27q | $105M | 528,364 |
| 4 | Joel Greenblatt | 0.1% | 38q | $89M | 448,691 |
| 5 | David Rolfe | 3.4% | 11q | $17M | 83,352 |
| 6 | Bruce Berkowitz | 0.9% | 2q | $13M | 66,400 |
| 7 | Tweedy Browne | 0.2% | 21q | $3M | 13,711 |
| 8 | Glenn Greenberg | <0.1% | 26q | $355K | 1,789 |
| 9 | John Rogers | <0.1% | 39q | $200K | 1,010 |
- 1Viking Global Investorsport0.9%val$320M1,616,559 sh·24q held
- 2Thomas Gaynerport1.3%val$149M753,750 sh·33q held
- 3Francois Rochonport3.8%val$105M528,364 sh·27q held
- 4Joel Greenblattport0.1%val$89M448,691 sh·38q held
- 5David Rolfeport3.4%val$17M83,352 sh·11q held
- 6Bruce Berkowitzport0.9%val$13M66,400 sh·2q held
- 7Tweedy Browneport0.2%val$3M13,711 sh·21q held
- 8Glenn Greenbergport<0.1%val$355K1,789 sh·26q held
- 9John Rogersport<0.1%val$200K1,010 sh·39q held
Owners of PGR also hold
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bruce Berkowitz | ADD | 0.9% | +159% | $13M | May 15, 2026 |
| Daniel Loeb | EXIT | 0.7% | -100% | $0 | May 15, 2026 |
| David Rolfe | NEW | 3.4% | +100% | $17M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 743315103. Not investment advice.