The Progressive Corporation
CH ˙ SWX ˙ US7433151039
SecurityCH:PGR / The Progressive Corporation
InstitutionPrestige Wealth Management Group LLC
Latest Disclosed Ownership382 shares
Latest Disclosed Value $ 75,729
Prestige Wealth Management Group LLC ownership in PGR / The Progressive Corporation

On May 13, 2026 - Prestige Wealth Management Group LLC filed a 13F-HR form disclosing ownership of 382 shares of The Progressive Corporation (CH:PGR) valued at $75,729 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 382 shares of The Progressive Corporation. This represents a change in shares of 0.00% 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)
2026-05-13 2026-03-31 13F PROGRESSIVE COM 743315103 382 0 0.00 76 -12.79 0.0149
2026-02-11 2025-12-31 13F PROGRESSIVE COM 743315103 382 0 0.00 87 -8.51 0.0166
2026-02-20 2025-09-30 13F/A-1 PROGRESSIVE COM 743315103 382 0 0.00 94 -6.93 0.0182
2025-11-10 2025-09-30 13F PROGRESSIVE COM 743315103 382 0 94 0.0182
2026-02-20 2025-06-30 13F/A-1 PROGRESSIVE COM 743315103 382 0 0.00 102 -6.48 0.0208
2025-08-14 2025-06-30 13F PROGRESSIVE COM 743315103 382 0 102 0.0208
2026-02-20 2025-03-31 13F/A-1 PROGRESSIVE COM 743315103 382 -141 -26.96 108 -13.60 0.0231
2025-05-12 2025-03-31 13F PROGRESSIVE COM 743315103 382 -141 108 0.0231
2026-02-20 2024-12-31 13F/A-1 PROGRESSIVE COM 743315103 523 25 5.02 125 -0.79 0.0261
2025-02-12 2024-12-31 13F PROGRESSIVE COM 743315103 523 25 125 0.0261
2026-02-20 2024-09-30 13F/A-1 PROGRESSIVE COM 743315103 498 -1,373 -73.38 126 -67.53 0.0261
2024-11-15 2024-09-30 13F PROGRESSIVE COM 743315103 498 -1,373 126 0.0261
2026-02-20 2024-06-30 13F/A-1 PROGRESSIVE COM 743315103 1,871 1,424 318.57 389 321.74 0.0839
2024-08-06 2024-06-30 13F PROGRESSIVE COM 743315103 1,871 1,424 389 0.0839
2024-04-26 2024-03-31 13F PROGRESSIVE COM 743315103 447 -1,829 -80.36 92 -74.59 0.0199
2024-04-26 2023-12-31 13F/A-1 PROGRESSIVE COM 743315103 2,276 218 10.59 363 26.57 0.0823
2024-02-08 2023-12-31 13F PROGRESSIVE COM 743315103 2,276 218 363 0.0679
2024-04-26 2023-09-30 13F/A-1 PROGRESSIVE COM 743315103 2,058 1,483 257.91 287 276.32 0.0707
2023-11-14 2023-09-30 13F PROGRESSIVE COM 743315103 2,058 1,483 287 0.0707
2024-04-26 2023-06-30 13F/A-1 PROGRESSIVE COM 743315103 575 10 1.77 76 -5.00 0.0180
2023-08-11 2023-06-30 13F PROGRESSIVE COM 743315103 575 10 76 0.0180
2024-04-26 2023-03-31 13F/A-1 PROGRESSIVE COM 743315103 565 -1 -0.18 81 9.59 0.0203
2023-05-16 2023-03-31 13F PROGRESSIVE COM 743315103 565 -1 81 0.0199
2023-02-08 2022-12-31 13F PROGRESSIVE COM 743315103 566 61 12.08 73 23.73 0.0191
2022-11-01 2022-09-30 13F PROGRESSIVE COM 743315103 505 30 6.32 59 7.27 0.0166
2022-08-10 2022-06-30 13F PROGRESSIVE COM 743315103 475 345 265.38 55 266.67 0.0149
2022-05-05 2022-03-31 13F PROGRESSIVE COM 743315103 130 49 60.49 15 87.50 0.0037
2022-02-15 2021-12-31 13F PROGRESSIVE COM 743315103 81 -9 -10.00 8 0.00 0.0019
2021-11-12 2021-09-30 13F PROGRESSIVE COM 743315103 90 -2 -2.17 8 -11.11 0.0020
2021-08-12 2021-06-30 13F PROGRESSIVE COM 743315103 92 -47 -33.81 9 -30.77 0.0024
2021-05-13 2021-03-31 13F PROGRESSIVE COM 743315103 139 -12 -7.95 13 -13.33 0.0036
2021-02-17 2020-12-31 13F PROGRESSIVE COM 743315103 151 -152 -50.17 15 -48.28 0.0041
2020-10-26 2020-09-30 13F PROGRESSIVE COM 743315103 303 23 8.21 29 31.82 0.0088
2020-08-13 2020-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 280 49 21.21 22 29.41 0.0078
2020-05-15 2020-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 231 231 17 0.0072
2019-08-15 2019-06-30 13F Progressive Co Ohio COM 743315103 0 0 0 0.0000
2019-08-16 2019-03-31 13F Progressive Co Ohio COM 743315103 0 -27 -100.00 0 -100.00
2019-04-16 2018-12-31 13F Progressive Co Ohio COM 743315103 27 27 2 0.0015
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.