The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionImpax Asset Management Group plc
Latest Disclosed Ownership221,428 shares
Latest Disclosed Value $ 43,895,887
Impax Asset Management Group plc reports 3.70% increase in ownership of PGR / The Progressive Corporation

On May 12, 2026 - Impax Asset Management Group plc filed a 13F-HR form disclosing ownership of 221,428 shares of The Progressive Corporation (MX:PGR) valued at $43,895,887 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 213,530 shares of The Progressive Corporation. This represents a change in shares of 3.70% 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)
2026-05-12 2026-03-31 13F Progressive Common Stock 743315103 221,428 7,898 3.70 43,896 -9.73 0.3060
2026-01-29 2025-12-31 13F Progressive Common Stock 743315103 213,530 -15,509 -6.77 48,625 -14.03 0.3042
2025-11-06 2025-09-30 13F Progressive Common Stock 743315103 229,039 -8,585 -3.61 56,561 -10.80 0.3301
2025-08-08 2025-06-30 13F Progressive Common Stock 743315103 237,624 103,871 77.66 63,412 67.52 0.3646
2025-04-29 2025-03-31 13F Progressive Common Stock 743315103 133,753 67,073 100.59 37,853 136.92 0.2280
2025-02-04 2024-12-31 13F Progressive Common Stock 743315103 66,680 1,209 1.85 15,977 -3.83 0.0724
2024-11-06 2024-09-30 13F/A-1 Progressive Common Stock 743315103 65,471 13,047 24.89 16,614 52.58 0.0654
2024-10-30 2024-09-30 13F Progressive Common Stock 743315103 65,471 13,047 16,614 0.0655
2024-11-08 2024-06-30 13F/A-1 Progressive Common Stock 743315103 52,424 12,574 31.55 10,889 32.12 0.0443
2024-08-05 2024-06-30 13F Progressive Common Stock 743315103 52,424 12,574 10,889 0.0444
2024-04-30 2024-03-31 13F Progressive Common Stock 743315103 39,850 -17,363 -30.35 8,242 -9.56 0.0315
2024-01-26 2023-12-31 13F Progressive Common Stock 743315103 57,213 12,185 27.06 9,113 45.28 0.0366
2023-11-07 2023-09-30 13F/A-1 Progressive Common Stock 743315103 45,028 210 0.47 6,272 5.73 0.0280
2023-11-07 2023-09-30 13F Progressive Common Stock 743315103 45,028 6,272
2023-08-07 2023-06-30 13F Progressive Common Stock 743315103 44,818 484 1.09 5,933 -6.46 0.0238
2023-05-10 2023-03-31 13F Progressive Common Stock 743315103 44,334 15,379 53.11 6,342 68.89 0.0265
2023-02-09 2022-12-31 13F Progressive Common Stock 743315103 28,955 -424 -1.44 3,756 9.99 0.0168
2022-11-08 2022-09-30 13F Progressive Common Stock 743315103 29,379 -847 -2.80 3,414 -2.85 0.0175
2022-08-11 2022-06-30 13F/A-2 Progressive Common Stock 743315103 30,226 -94 -0.31 3,514 1.68 0.0171
2022-08-02 2022-06-30 13F Progressive Common Stock 743315103 30,320 0 3,456 0.0143
2022-05-16 2022-03-31 13F Progressive Common Stock 743315103 30,320 167 0.55 3,456 11.66 0.0143
2022-02-14 2021-12-31 13F Progressive Common Stock 743315103 30,153 -242 -0.80 3,095 12.67 0.0113
2021-11-12 2021-09-30 13F Progressive Common Stock 743315103 30,395 51 0.17 2,747 -7.82 0.0113
2021-08-05 2021-06-30 13F Progressive Common Stock 743315103 30,344 -11 -0.04 2,980 2.69 0.0131
2021-05-14 2021-03-31 13F Progressive Common Stock 743315103 30,355 12,554 70.52 2,902 64.89 0.0148
2021-02-16 2020-12-31 13F Progressive Common Stock 743315103 17,801 1,644 10.18 1,760 15.03 0.0112
2020-11-12 2020-09-30 13F Progressive Common Stock 743315103 16,157 530 3.39 1,530 22.20 0.0134
2020-08-14 2020-06-30 13F Progressive Common Stock 743315103 15,627 459 3.03 1,252 11.79 0.0128
2020-05-15 2020-03-31 13F Progressive Common Stock 743315103 15,168 2,433 19.10 1,120 21.48 0.0149
2020-02-13 2019-12-31 13F Progressive Common Stock 743315103 12,735 1,192 10.33 922 3.36 0.0103
2019-11-14 2019-09-30 13F Progressive Common Stock 743315103 11,543 1,119 10.73 892 7.08 0.0116
2019-08-13 2019-06-30 13F Progressive Common Stock 743315103 10,424 1,105 11.86 833 23.96 0.0108
2019-05-13 2019-03-31 13F Progressive Common Stock 743315103 9,319 1,395 17.60 672 40.59 0.0092
2019-02-14 2018-12-31 13F Progressive Common Stock 743315103 7,924 215 2.79 478 -12.77 0.0078
2018-11-14 2018-09-30 13F Progressive Common Stock 743315103 7,709 7,709 548 0.0079
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.