The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionRsm Us Wealth Management Llc
Latest Disclosed Ownership18,798 shares
Latest Disclosed Value $ 3,726,537
Rsm Us Wealth Management Llc reports 15.94% increase in ownership of PGR / The Progressive Corporation

On May 12, 2026 - Rsm Us Wealth Management Llc filed a 13F-HR form disclosing ownership of 18,798 shares of The Progressive Corporation (MX:PGR) valued at $3,726,537 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 16,213 shares of The Progressive Corporation. This represents a change in shares of 15.94% 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 COM 743315103 18,798 2,585 15.94 3,727 -0.05 0.0458
2026-01-23 2025-12-31 13F PROGRESSIVE COM 743315103 16,213 1,771 12.26 3,729 4.54 0.0475
2025-11-12 2025-09-30 13F PROGRESSIVE COM 743315103 14,442 -2,265 -13.56 3,567 -20.01 0.0465
2025-08-13 2025-06-30 13F PROGRESSIVE COM 743315103 16,707 -5,615 -25.15 4,458 -29.43 0.0622
2025-05-06 2025-03-31 13F PROGRESSIVE COM 743315103 22,322 -3,590 -13.85 6,317 1.76 0.0980
2025-01-27 2024-12-31 13F PROGRESSIVE COM 743315103 25,912 1,963 8.20 6,209 1.95 0.0892
2024-11-07 2024-09-30 13F PROGRESSIVE COM 743315103 23,949 1,090 4.77 6,089 27.25 0.0893
2024-08-07 2024-06-30 13F PROGRESSIVE COM 743315103 22,859 14,299 167.04 4,786 170.34 0.0803
2024-05-02 2024-03-31 13F PROGRESSIVE COM 743315103 8,560 64 0.75 1,770 30.82 0.0455
2024-02-05 2023-12-31 13F PROGRESSIVE COM 743315103 8,496 4,765 127.71 1,353 160.69 0.0367
2023-11-08 2023-09-30 13F PROGRESSIVE COM 743315103 3,731 63 1.72 520 7.01 0.0184
2023-08-04 2023-06-30 13F PROGRESSIVE COM 743315103 3,668 32 0.88 486 -6.73 0.0166
2023-05-15 2023-03-31 13F PROGRESSIVE COM 743315103 3,636 13 0.36 520 10.87 0.0184
2023-02-13 2022-12-31 13F PROGRESSIVE COM 743315103 3,623 4 0.11 470 11.40 0.0233
2022-10-21 2022-09-30 13F PROGRESSIVE COM 743315103 3,619 -19 -0.52 421 -0.47 0.0243
2022-08-11 2022-06-30 13F PROGRESSIVE COM 743315103 3,638 23 0.64 423 2.67 0.0237
2022-05-02 2022-03-31 13F PROGRESSIVE COM 743315103 3,615 -1,960 -35.16 412 -27.97 0.0209
2022-02-08 2021-12-31 13F PROGRESSIVE COM 743315103 5,575 -33 -0.59 572 12.82 0.0279
2021-11-08 2021-09-30 13F PROGRESSIVE COM 743315103 5,608 0 0.00 507 -7.99 0.0271
2021-08-13 2021-06-30 13F PROGRESSIVE COM 743315103 5,608 0 0.00 551 2.80 0.0298
2021-04-29 2021-03-31 13F PROGRESSIVE COM 743315103 5,608 0 0.00 536 -3.42 0.0342
2021-02-04 2020-12-31 13F PROGRESSIVE COM 743315103 5,608 0 0.00 555 4.52 0.0393
2020-11-03 2020-09-30 13F PROGRESSIVE COM 743315103 5,608 0 0.00 531 18.26 0.0444
2020-08-14 2020-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 5,608 0 0.00 449 8.45 0.0434
2020-05-15 2020-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 5,608 -932 -14.25 414 -12.47 0.0509
2020-06-04 2019-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 6,540 888 15.71 473 8.24 0.0470
2020-06-04 2019-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 5,652 -241 -4.09 437 -7.22 0.0505
2020-06-04 2019-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 5,893 241 4.26 471 15.72 0.0550
2020-06-04 2019-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 5,652 -21 -0.37 407 19.01 0.0498
2020-06-04 2018-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 5,673 0 0.00 342 -15.14 0.0489
2020-06-04 2018-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 5,673 -1,675 -22.80 403 -7.36 0.0527
2020-06-04 2018-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 7,348 -246 -3.24 435 -6.05 0.0583
2020-06-04 2018-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 7,594 86 1.15 463 9.46 0.0552
2020-06-04 2017-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 7,508 1,328 21.49 423 41.47 0.0511
2020-06-04 2017-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 6,180 398 6.88 299 17.25 0.0392
2020-06-04 2017-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 5,782 0 0.00 255 12.33 0.0359
2020-06-04 2017-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 5,782 -73 -1.25 227 9.13 0.0330
2020-06-04 2016-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 5,855 5,855 208 0.0330
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.