Follow-The-Filings

Security

PGR

Progressive Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

23 owners 2 new 2 exits max 3.8% (Francois Rochon - Giverny...)

grid → activity → earnings →
owners 23
rank #118
master % 0.05%
max % 3.8%
tracked value $16.4B
qoq N 2 A 9 R 9 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Francois Rochon - Giverny Capital Inc. 2026 Q1 3.8% Reduce -0.24 pp 528,364 $105M hist
David Rolfe - Wedgewood Partners Inc. 2026 Q1 3.4% New 3.4% 83,352 $17M hist
Andreas Halvorsen - Viking Global Investors LP 2026 Q1 0.9% Add +0.09 pp 1,616,559 $320M hist
Bruce Berkowitz - Fairholme Capital Management LLC 2026 Q1 0.9% Add +0.46 pp 66,400 $13M hist
Two Sigma Investments, LP 2025 Q4 stale 0.3% Exit -0.30 pp 946,277 $215M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.3% Add +0.28 pp 1,102,331 $219M hist
Natixis Advisors, LLC 2026 Q1 0.3% Add -0.02 pp 978,270 $194M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Add -0.01 pp 2,405,207 $477M hist
Tweedy, Browne Co. LLC 2026 Q1 0.2% — 13,711 $3M hist
Norges Bank 2025 Q4 stale 0.2% Exit -0.20 pp 8,062,944 $1.8B hist
Vanguard Group Inc. 2025 Q4 stale 0.2% Add -0.02 pp 55,261,140 $12.6B hist
Renaissance Technologies LLC 2026 Q1 0.2% Add +0.08 pp 559,782 $111M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.03 pp 139,468 $28M hist
Ancora Advisors LLC 2026 Q1 0.1% Reduce -0.02 pp 15,810 $3M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Reduce -0.02 pp 448,962 $89M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.05 pp 215,221 $43M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.0% New 0.0% 9,472 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 448,691 $89M hist
Glenn Greenberg - Brave Warrior Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 1,789 $355 hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.03 pp 51,887 $10M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 11,148 $2M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% Reduce 0.00 pp 3,452 $684 hist
John Rogers - Ariel Investments, LLC 2026 Q1 0.0% Reduce 0.00 pp 1,010 $200 hist
Dan Loeb - Third Point LLC exited 2026 Q1 last 2025 Q4 0.7% Exit -0.69 pp 220,000 $50M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.03 pp 116,395 $27M hist

23 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
8-K 2.02,9.01 Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc

Updated 15 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $62.11B $75.37B $87.67B
Gross profit — — —
Gross margin — — —
Net income $3.9B $8.48B $11.31B
Net margin * 6.3% 11.3% 12.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $88.69B $105.74B $123.04B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $20.28B $25.59B $30.32B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $10.64B $15.12B $17.55B
Cash from investing -$10.84B -$13.75B -$14.53B
Cash from financing $78M -$1.32B -$3.04B
Net change in cash -$121.3M $54M -$16M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders