The Progressive Corporation
CH ˙ SWX ˙ US7433151039
SecurityCH:PGR / The Progressive Corporation
InstitutionMoran Wealth Management, LLC
Latest Disclosed Ownership107,653 shares
Latest Disclosed Value $ 21,341,131
Moran Wealth Management, LLC reports 36.35% decrease in ownership of PGR / The Progressive Corporation

On April 27, 2026 - Moran Wealth Management, LLC filed a 13F-HR form disclosing ownership of 107,653 shares of The Progressive Corporation (CH:PGR) valued at $21,341,131 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 169,145 shares of The Progressive Corporation. This represents a change in shares of -36.35% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F PROGRESSIVE COM 743315103 107,653 -61,492 -36.35 21,341 -44.59 0.6534
2026-01-26 2025-12-31 13F PROGRESSIVE COM 743315103 169,145 35,470 26.53 38,518 16.68 1.1808
2025-10-23 2025-09-30 13F PROGRESSIVE COM 743315103 133,675 -23,461 -14.93 33,011 -21.28 0.9953
2025-07-28 2025-06-30 13F PROGRESSIVE COM 743315103 157,136 13,231 9.19 41,933 2.96 1.2923
2025-04-23 2025-03-31 13F PROGRESSIVE COM 743315103 143,905 67,455 88.23 40,727 122.33 1.3694
2025-02-07 2024-12-31 13F PROGRESSIVE COM 743315103 76,450 -242 -0.32 18,318 -5.87 0.5844
2024-11-08 2024-09-30 13F PROGRESSIVE COM 743315103 76,692 53,129 225.48 19,461 297.65 0.5988
2024-08-13 2024-06-30 13F PROGRESSIVE COM 743315103 23,563 -245 -1.03 4,894 -0.59 0.1611
2024-05-15 2024-03-31 13F PROGRESSIVE COM 743315103 23,808 -3,527 -12.90 4,924 13.09 0.1596
2024-02-08 2023-12-31 13F PROGRESSIVE COM 743315103 27,335 -3,120 -10.24 4,354 2.62 0.1549
2023-11-13 2023-09-30 13F PROGRESSIVE COM 743315103 30,455 -80,489 -72.55 4,242 -71.11 0.1642
2023-08-10 2023-06-30 13F PROGRESSIVE COM 743315103 110,944 -9,227 -7.68 14,686 -14.58 0.5511
2023-05-10 2023-03-31 13F PROGRESSIVE COM 743315103 120,171 5,031 4.37 17,192 15.11 0.6503
2023-02-13 2022-12-31 13F PROGRESSIVE COM 743315103 115,140 115,140 14,935 0.5670
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.