The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionEvergreen Capital Management Llc
Latest Disclosed Ownership8,347 shares
Latest Disclosed Value $ 1,654,710
Evergreen Capital Management Llc reports 38.89% increase in ownership of PGR / The Progressive Corporation

On May 14, 2026 - Evergreen Capital Management Llc filed a 13F-HR form disclosing ownership of 8,347 shares of The Progressive Corporation (MX:PGR) valued at $1,654,710 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 6,010 shares of The Progressive Corporation. This represents a change in shares of 38.89% 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)
2026-05-14 2026-03-31 13F PROGRESSIVE COM 743315103 8,347 2,337 38.89 1,655 20.91 0.0281
2026-01-27 2025-12-31 13F PROGRESSIVE COM 743315103 6,010 147 2.51 1,369 -5.46 0.0306
2025-10-28 2025-09-30 13F PROGRESSIVE COM 743315103 5,863 510 9.53 1,448 1.33 0.0344
2025-08-14 2025-06-30 13F PROGRESSIVE COM 743315103 5,353 125 2.39 1,429 -3.45 0.0430
2025-05-15 2025-03-31 13F PROGRESSIVE COM 743315103 5,228 146 2.87 1,480 21.53 0.0497
2025-02-13 2024-12-31 13F PROGRESSIVE COM 743315103 5,082 16 0.32 1,218 -5.29 0.0396
2024-11-14 2024-09-30 13F PROGRESSIVE COM 743315103 5,066 78 1.56 1,286 24.03 0.0431
2024-08-14 2024-06-30 13F PROGRESSIVE COM 743315103 4,988 385 8.36 1,036 8.94 0.0375
2024-05-15 2024-03-31 13F PROGRESSIVE COM 743315103 4,603 148 3.32 952 34.13 0.0360
2024-02-14 2023-12-31 13F PROGRESSIVE COM 743315103 4,455 -115 -2.52 710 11.48 0.0290
2023-11-14 2023-09-30 13F PROGRESSIVE COM 743315103 4,570 -14 -0.31 637 4.95 0.0279
2023-08-14 2023-06-30 13F PROGRESSIVE COM 743315103 4,584 -140 -2.96 607 -10.22 0.0253
2023-05-15 2023-03-31 13F PROGRESSIVE COM 743315103 4,724 303 6.85 676 17.80 0.0304
2023-02-14 2022-12-31 13F PROGRESSIVE COM 743315103 4,421 1,134 34.50 573 50.00 0.0270
2022-11-14 2022-09-30 13F PROGRESSIVE COM 743315103 3,287 403 13.97 382 14.03 0.0200
2022-08-15 2022-06-30 13F PROGRESSIVE COM 743315103 2,884 -179 -5.84 335 -4.01 0.0174
2022-05-16 2022-03-31 13F PROGRESSIVE COM 743315103 3,063 292 10.54 349 22.89 0.0142
2022-03-11 2021-12-31 13F PROGRESSIVE COM 743315103 2,771 2,771 284 0.0114
2020-08-14 2020-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 0 -4,284 -100.00 0 -100.00
2020-05-15 2020-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 4,284 -176 -3.95 316 -2.17 0.0295
2020-02-14 2019-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 4,460 5 0.11 323 -6.10 0.0269
2019-11-14 2019-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 4,455 26 0.59 344 -2.82 0.0321
2019-08-14 2019-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 4,429 64 1.47 354 12.38 0.0337
2019-05-10 2019-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 4,365 31 0.72 315 20.69 0.0316
2019-02-14 2018-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 4,334 204 4.94 261 -10.92 0.0273
2018-11-13 2018-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 4,130 0 0.00 293 20.08 0.0259
2018-08-13 2018-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 4,130 0 0.00 244 -3.17 0.0229
2018-05-10 2018-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 4,130 4,130 252 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.