The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionMBM Wealth Consultants, LLC
Latest Disclosed Ownership7,504 shares
Latest Disclosed Value $ 1,487,652
MBM Wealth Consultants, LLC reports 8.66% increase in ownership of PGR / The Progressive Corporation

On April 20, 2026 - MBM Wealth Consultants, LLC filed a 13F-HR form disclosing ownership of 7,504 shares of The Progressive Corporation (MX:PGR) valued at $1,487,652 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 6,906 shares of The Progressive Corporation. This represents a change in shares of 8.66% 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)
2026-04-20 2026-03-31 13F PROGRESSIVE COM 743315103 7,504 598 8.66 1,488 -5.41 0.3415
2026-01-26 2025-12-31 13F PROGRESSIVE COM 743315103 6,906 632 10.07 1,573 1.48 0.3740
2025-10-31 2025-09-30 13F PROGRESSIVE COM 743315103 6,274 962 18.11 1,549 9.32 0.3847
2025-08-13 2025-06-30 13F PROGRESSIVE COM 743315103 5,312 -766 -12.60 1,418 -17.62 0.3795
2025-04-28 2025-03-31 13F PROGRESSIVE COM 743315103 6,078 17 0.28 1,720 17.97 0.5082
2025-01-17 2024-12-31 13F PROGRESSIVE COM 743315103 6,061 188 3.20 1,458 -2.15 0.4342
2024-10-07 2024-09-30 13F PROGRESSIVE COM 743315103 5,873 390 7.11 1,490 29.79 0.4700
2024-07-30 2024-06-30 13F PROGRESSIVE COM 743315103 5,483 -86 -1.54 1,148 -0.26 0.3919
2024-04-18 2024-03-31 13F PROGRESSIVE COM 743315103 5,569 -413 -6.90 1,152 8.28 0.4050
2024-01-30 2023-12-31 13F PROGRESSIVE COM 743315103 5,982 4,132 223.35 1,063 271.68 0.3971
2023-10-19 2023-09-30 13F PROGRESSIVE COM 743315103 1,850 136 7.93 287 26.55 0.1246
2023-07-24 2023-06-30 13F PROGRESSIVE COM 743315103 1,714 440 34.54 226 0.0969
2023-05-31 2023-03-31 13F PROGRESSIVE COM 743315103 1,274 0 0.00 0 0.1044
2023-02-15 2022-12-31 13F PROGRESSIVE COM 743315103 1,274 204 19.07 0 -100.00 0.0768
2022-10-24 2022-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 1,070 224 26.48 129 31.63 0.0622
2022-08-15 2022-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 846 21 2.55 98 4.26 0.0479
2022-05-16 2022-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 825 180 27.91 94 42.42 0.0390
2022-02-15 2021-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 645 213 49.31 66 69.23 0.0274
2021-11-16 2021-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 432 74 20.67 39 11.43 0.0178
2021-08-13 2021-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 358 0 0.00 35 2.94 0.0164
2021-05-10 2021-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 358 235 191.06 34 183.33 0.0173
2021-02-09 2020-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 123 0 0.00 12 0.00 0.0065
2020-11-12 2020-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 123 0 0.00 12 20.00 0.0077
2020-08-07 2020-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 123 0 0.00 10 11.11 0.0071
2020-05-13 2020-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 123 0 0.00 9 0.00 0.0074
2020-02-11 2019-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 123 0 0.00 9 -10.00 0.0067
2019-10-30 2019-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 123 0 0.00 10 0.00 0.0079
2019-07-30 2019-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 123 0 0.00 10 11.11 0.0083
2019-04-25 2019-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 123 0 0.00 9 28.57 0.0079
2019-02-13 2018-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 123 123 7 0.0068
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.