The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionDonaldson Capital Management, Llc
Latest Disclosed Ownership3,351 shares
Latest Disclosed Value $ 664,329
Donaldson Capital Management, Llc reports 91.35% decrease in ownership of PGR / The Progressive Corporation

On April 30, 2026 - Donaldson Capital Management, Llc filed a 13F-HR form disclosing ownership of 3,351 shares of The Progressive Corporation (MX:PGR) valued at $664,329 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 38,741 shares of The Progressive Corporation. This represents a change in shares of -91.35% 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)
2026-04-30 2026-03-31 13F PROGRESSIVE COM 743315103 3,351 -35,390 -91.35 664 -92.47 0.0215
2026-01-14 2025-12-31 13F PROGRESSIVE COM 743315103 38,741 9,154 30.94 8,822 20.75 0.2806
2025-11-04 2025-09-30 13F PROGRESSIVE COM 743315103 29,587 12,068 68.89 7,307 56.28 0.2313
2025-08-07 2025-06-30 13F PROGRESSIVE COM 743315103 17,519 1,472 9.17 4,675 2.95 0.1716
2025-04-15 2025-03-31 13F PROGRESSIVE COM 743315103 16,047 1,140 7.65 4,541 27.16 0.1716
2025-02-07 2024-12-31 13F PROGRESSIVE COM 743315103 14,907 -260 -1.71 3,572 -7.20 0.1363
2024-10-29 2024-09-30 13F PROGRESSIVE COM 743315103 15,167 153 1.02 3,849 23.41 0.1479
2024-07-31 2024-06-30 13F PROGRESSIVE COM 743315103 15,014 1,164 8.40 3,119 8.87 0.1308
2024-04-22 2024-03-31 13F PROGRESSIVE COM 743315103 13,850 152 1.11 2,864 31.32 0.1192
2024-01-30 2023-12-31 13F PROGRESSIVE COM 743315103 13,698 1,596 13.19 2,182 29.44 0.0978
2023-10-11 2023-09-30 13F PROGRESSIVE COM 743315103 12,102 -312 -2.51 1,686 2.56 0.0794
2023-07-17 2023-06-30 13F PROGRESSIVE COM 743315103 12,414 1,598 14.77 1,643 6.21 0.0749
2023-04-13 2023-03-31 13F PROGRESSIVE COM 743315103 10,816 -1,076 -9.05 1,547 0.32 0.0731
2023-02-08 2022-12-31 13F PROGRESSIVE COM 743315103 11,892 -1,465 -10.97 1,542 -0.64 0.0752
2022-10-13 2022-09-30 13F PROGRESSIVE COM 743315103 13,357 8,299 164.08 1,552 163.95 0.0852
2022-08-11 2022-06-30 13F PROGRESSIVE COM 743315103 5,058 -37 -0.73 588 1.20 0.0303
2022-05-13 2022-03-31 13F PROGRESSIVE COM 743315103 5,095 -367 -6.72 581 3.57 0.0265
2022-01-21 2021-12-31 13F PROGRESSIVE COM 743315103 5,462 132 2.48 561 16.39 0.0247
2021-11-04 2021-09-30 13F PROGRESSIVE COM 743315103 5,330 -67 -1.24 482 -9.06 0.0243
2021-07-28 2021-06-30 13F PROGRESSIVE COM 743315103 5,397 -462 -7.89 530 -5.36 0.0271
2021-05-05 2021-03-31 13F PROGRESSIVE COM 743315103 5,859 283 5.08 560 1.63 0.0308
2021-01-11 2020-12-31 13F PROGRESSIVE COM 743315103 5,576 5,576 551 0.0326
2020-04-16 2020-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 0 -5,316 -100.00 0 -100.00
2020-01-14 2019-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 5,316 1,220 29.79 385 21.84 0.0260
2019-11-04 2019-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 4,096 561 15.87 316 11.66 0.0234
2019-08-12 2019-06-30 13F PROGRESSIVE CORP COM 743315103 3,535 3,535 283 0.0235
2019-02-08 2018-12-31 13F PROGRESSIVE CORP COM 743315103 0 -4,505 -100.00 0 -100.00
2018-11-06 2018-09-30 13F PROGRESSIVE CORP COM 743315103 4,505 764 20.42 320 44.80 0.0279
2018-08-07 2018-06-30 13F PROGRESSIVE CORP COM 743315103 3,741 -294 -7.29 221 -10.16 0.0215
2018-04-30 2018-03-31 13F PROGRESSIVE CORP COM 743315103 4,035 4,035 246 0.0242
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.