The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionStrategic Wealth Partners, Ltd.
Latest Disclosed Ownership1,773 shares
Latest Disclosed Value $ 351,532
Strategic Wealth Partners, Ltd. reports 3.90% decrease in ownership of PGR / The Progressive Corporation

On May 12, 2026 - Strategic Wealth Partners, Ltd. filed a 13F-HR form disclosing ownership of 1,773 shares of The Progressive Corporation (MX:PGR) valued at $351,532 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 12, 2026 disclosing 1,845 shares of The Progressive Corporation. This represents a change in shares of -3.90% 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.

Upgrade to unlock premium data and export to Excel .

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 CORP COM Stock 743315103 1,773 -72 -3.90 352 -16.43 0.0244
2026-05-12 2025-12-31 13F PROGRESSIVE CORP COM Stock 743315103 1,845 37 2.05 420 -5.83 0.0288
2025-11-14 2025-09-30 13F PROGRESSIVE CORP COM Stock 743315103 1,808 -2,994 -62.35 446 -65.18 0.0333
2025-08-11 2025-06-30 13F PROGRESSIVE CORP COM Stock 743315103 4,802 -124 -2.52 1,281 -0.77 0.1008
2025-02-14 2024-12-31 13F PROGRESSIVE CORP COM Stock 743315103 4,926 -393 -7.39 1,291 -4.30 0.1069
2024-10-08 2024-09-30 13F PROGRESSIVE COM 743315103 5,319 627 13.36 1,350 38.50 0.1298
2024-10-08 2024-06-30 13F PROGRESSIVE COM 743315103 4,692 104 2.27 975 2.74 0.1018
2024-05-20 2024-03-31 13F PROGRESSIVE COM 743315103 4,588 18 0.39 949 30.40 0.1041
2024-05-20 2023-12-31 13F PROGRESSIVE COM 743315103 4,570 -3,609 -44.13 728 -36.17 0.0897
2024-05-20 2023-09-30 13F PROGRESSIVE COM 743315103 8,179 -242 -2.87 1,139 2.24 0.1500
2024-05-20 2023-06-30 13F PROGRESSIVE COM 743315103 8,421 759 9.91 1,115 1.64 0.1442
2023-04-24 2023-03-31 13F PROGRESSIVE COM 743315103 7,662 67 0.88 1,096 11.27 0.1682
2023-04-24 2022-12-31 13F PROGRESSIVE COM 743315103 7,595 -11 -0.14 985 11.55 0.1830
2023-04-24 2022-09-30 13F PROGRESSIVE COM 743315103 7,606 -176 -2.26 884 -2.43 0.1875
2022-08-22 2022-06-30 13F PROGRESSIVE COM 743315103 7,782 544 7.52 905 9.70 0.1954
2022-05-19 2022-03-31 13F PROGRESSIVE COM 743315103 7,238 4,612 175.63 825 205.56 0.1610
2022-02-11 2021-12-31 13F PROGRESSIVE COM 743315103 2,626 -1,509 -36.49 270 -27.81 0.0512
2021-11-12 2021-09-30 13F PROGRESSIVE COM 743315103 4,135 -3,809 -47.95 374 -52.05 0.1098
2021-08-25 2021-06-30 13F PROGRESSIVE CORP (OHIO) COM COM 743315103 7,944 -101 -1.26 780 1.43 0.2545
2021-05-24 2021-03-31 13F PROGRESSIVE CORP (OHIO) COM COM 743315103 8,045 -6,112 -43.17 769 -45.07 0.3068
2021-02-18 2020-12-31 13F PROGRESSIVE CORP (OHIO) COM COM 743315103 14,157 164 1.17 1,400 5.66 0.5873
2020-11-10 2020-09-30 13F PROGRESSIVE CORP (OHIO) COM COM 743315103 13,993 -934 -6.26 1,325 10.79 0.6698
2020-08-11 2020-06-30 13F PROGRESSIVE CORP (OHIO) COM COM 743315103 14,927 -7,371 -33.06 1,196 -25.90 0.6181
2020-05-07 2020-03-31 13F PROGRESSIVE CORP (OHIO) COM COM 743315103 22,298 0 0.00 1,614 0.00 0.8408
2020-01-30 2019-12-31 13F PROGRESSIVE CORP (OHIO) COM COM 743315103 22,298 -3,949 -15.05 1,614 3,003.85 0.8398
2019-10-28 2019-09-30 13F PROGRESSIVE CORP(OHIO) COM COM 743315103 26,247 12,082 85.29 52 -95.41 0.2681
2019-08-06 2019-06-30 13F PROGRESSIVE CORP(OHIO) COM COM 743315103 14,165 264 1.90 1,132 11.97 0.5464
2019-05-14 2019-03-31 13F PROGRESSIVE CORP(OHIO) COM COM 743315103 13,901 -5,024 -26.55 1,011 -13.52 0.4641
2019-01-23 2018-12-31 13F PROGRESSIVE CORP(OHIO) COM COM 743315103 18,925 10,094 114.30 1,169 86.44 0.5898
2018-12-06 2018-09-30 13F PROGRESSIVE CORP OHIO COM COM 743315103 8,831 8,747 10,413.10 627 12,440.00 0.3343
2018-09-04 2018-06-30 13F PROGRESSIVE CORP OHIO COM COM 743315103 84 0 0.00 5 0.00 0.0029
2018-07-13 2018-03-31 13F PROGRESSIVE CORP OHIO COM COM 743315103 84 0 0.00 5 0.00 0.0026
2018-04-16 2017-12-31 13F PROGRESSIVE CORP OHIO COM COM 743315103 84 84 5 0.0028
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.