The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionEverhart Financial Group, Inc.
Latest Disclosed Ownership4,608 shares
Latest Disclosed Value $ 913,490
Everhart Financial Group, Inc. reports 16.36% increase in ownership of PGR / The Progressive Corporation

On April 9, 2026 - Everhart Financial Group, Inc. filed a 13F-HR form disclosing ownership of 4,608 shares of The Progressive Corporation (MX:PGR) valued at $913,490 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 3,960 shares of The Progressive Corporation. This represents a change in shares of 16.36% 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)
2026-04-09 2026-03-31 13F PROGRESSIVE COM 743315103 4,608 648 16.36 913 1.33 0.0778
2026-01-07 2025-12-31 13F PROGRESSIVE COM 743315103 3,960 -618 -13.50 902 -20.27 0.0835
2025-11-04 2025-09-30 13F PROGRESSIVE COM 743315103 4,578 -66 -1.42 1,131 -8.80 0.1133
2025-08-07 2025-06-30 13F PROGRESSIVE COM 743315103 4,644 687 17.36 1,239 10.72 0.1432
2025-04-16 2025-03-31 13F PROGRESSIVE COM 743315103 3,957 411 11.59 1,120 31.80 0.1531
2025-01-30 2024-12-31 13F PROGRESSIVE COM 743315103 3,546 217 6.52 850 0.59 0.1749
2024-11-04 2024-09-30 13F PROGRESSIVE COM 743315103 3,329 1,248 59.97 845 95.37 0.1872
2024-07-24 2024-06-30 13F PROGRESSIVE COM 743315103 2,081 461 28.46 432 28.96 0.1122
2024-05-13 2024-03-31 13F PROGRESSIVE COM 743315103 1,620 1,620 335 0.0975
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.