The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionMcKinley Carter Wealth Services, Inc.
Latest Disclosed Ownership6,769 shares
Latest Disclosed Value $ 1,341,938
McKinley Carter Wealth Services, Inc. reports 6.48% increase in ownership of PGR / The Progressive Corporation

On April 20, 2026 - McKinley Carter Wealth Services, Inc. filed a 13F-HR form disclosing ownership of 6,769 shares of The Progressive Corporation (MX:PGR) valued at $1,341,938 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 6,357 shares of The Progressive Corporation. This represents a change in shares of 6.48% 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 6,769 412 6.48 1,342 -7.33 0.0774
2026-02-06 2025-12-31 13F PROGRESSIVE COM 743315103 6,357 22 0.35 1,448 -7.48 0.0809
2025-11-04 2025-09-30 13F PROGRESSIVE COM 743315103 6,335 -10 -0.16 1,565 -7.62 0.0820
2025-07-24 2025-06-30 13F PROGRESSIVE COM 743315103 6,345 -582 -8.40 1,693 -13.62 0.0940
2025-04-15 2025-03-31 13F PROGRESSIVE COM 743315103 6,927 125 1.84 1,960 20.32 0.1205
2025-01-23 2024-12-31 13F PROGRESSIVE COM 743315103 6,802 -16 -0.23 1,630 -5.84 0.0997
2024-10-16 2024-09-30 13F PROGRESSIVE COM 743315103 6,818 5 0.07 1,730 22.26 0.1045
2024-08-09 2024-06-30 13F PROGRESSIVE COM 743315103 6,813 62 0.92 1,415 1.36 0.0901
2024-04-26 2024-03-31 13F PROGRESSIVE COM 743315103 6,751 -368 -5.17 1,396 23.21 0.0933
2024-02-07 2023-12-31 13F PROGRESSIVE COM 743315103 7,119 1,079 17.86 1,134 34.72 0.0830
2023-10-13 2023-09-30 13F PROGRESSIVE COM 743315103 6,040 -460 -7.08 841 -2.21 0.0669
2023-08-03 2023-06-30 13F PROGRESSIVE COM 743315103 6,500 4 0.06 860 -7.43 0.0646
2023-04-25 2023-03-31 13F PROGRESSIVE COM 743315103 6,496 659 11.29 929 22.72 0.0727
2023-02-08 2022-12-31 13F PROGRESSIVE COM 743315103 5,837 -90 -1.52 757 9.87 0.0641
2022-10-24 2022-09-30 13F PROGRESSIVE COM 743315103 5,927 99 1.70 689 1.62 0.0641
2022-07-15 2022-06-30 13F PROGRESSIVE COM 743315103 5,828 4 0.07 678 2.11 0.0600
2022-04-27 2022-03-31 13F PROGRESSIVE COM 743315103 5,824 5 0.09 664 11.22 0.0519
2022-02-07 2021-12-31 13F PROGRESSIVE COM 743315103 5,819 -20 -0.34 597 13.07 0.0445
2021-11-03 2021-09-30 13F PROGRESSIVE COM 743315103 5,839 5 0.09 528 -7.85 0.0433
2021-08-12 2021-06-30 13F PROGRESSIVE COM 743315103 5,834 -20 -0.34 573 2.50 0.0474
2021-04-30 2021-03-31 13F PROGRESSIVE COM 743315103 5,854 733 14.31 559 10.26 0.0478
2021-02-16 2020-12-31 13F/A-1 PROGRESSIVE COM 743315103 5,121 103 2.05 507 6.74 0.0664
2021-02-12 2020-12-31 13F PROGRESSIVE COM 743315103 5,023 5 497 96,573.1119
2020-10-14 2020-09-30 13F PROGRESSIVE COM 743315103 5,018 6 0.12 475 18.16 0.1068
2020-07-20 2020-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 5,012 6 0.12 402 8.65 0.0985
2020-05-01 2020-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 5,006 136 2.79 370 4.82 0.1106
2020-01-23 2019-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 4,870 13 0.27 353 -5.87 0.0825
2019-11-14 2019-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 4,857 6 0.12 375 -3.35 0.0959
2019-08-02 2019-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 4,851 318 7.02 388 18.65 0.1045
2019-05-08 2019-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 4,533 -177 -3.76 327 15.14 0.0918
2019-02-13 2018-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 4,710 0 0.00 284 -15.22 0.0938
2018-11-06 2018-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 4,710 0 0.00 335 20.07 0.0994
2018-12-07 2018-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 4,710 4,370 1,285.29 279 1,228.57 0.0898
2018-05-17 2018-03-31 13F Progressive COM 743315103 340 340 21 0.0069
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.