The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionWealth Enhancement Advisory Services, Llc
Latest Disclosed Ownership268,090 shares
Latest Disclosed Value $ 51,461,957
Wealth Enhancement Advisory Services, Llc reports 38.13% decrease in ownership of PGR / The Progressive Corporation

On April 8, 2026 - Wealth Enhancement Advisory Services, Llc filed a 13F-HR form disclosing ownership of 268,090 shares of The Progressive Corporation (MX:PGR) valued at $51,461,957 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 433,312 shares of The Progressive Corporation. This represents a change in shares of -38.13% 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)
2026-04-08 2026-03-31 13F PROGRESSIVE COM 743315103 268,090 -165,222 -38.13 51,462 -44.07 0.1048
2026-01-08 2025-12-31 13F PROGRESSIVE COM 743315103 433,312 94,314 27.82 92,004 11.28 0.1248
2025-10-29 2025-09-30 13F PROGRESSIVE COM 743315103 338,998 64,880 23.67 82,678 15.27 0.1250
2025-07-10 2025-06-30 13F PROGRESSIVE COM 743315103 274,118 96,741 54.54 71,726 42.88 0.1186
2025-04-16 2025-03-31 13F PROGRESSIVE COM 743315103 177,377 1,524 0.87 50,200 19.14 0.0960
2025-03-17 2024-12-31 13F/A-1 PROGRESSIVE COM 743315103 175,853 46,915 36.39 42,136 28.78 0.0807
2025-01-10 2024-12-31 13F PROGRESSIVE COM 743315103 129,010 72 32,738 0.0662
2024-10-24 2024-09-30 13F PROGRESSIVE COM 743315103 128,938 52,229 68.09 32,719 105.35 0.0703
2024-07-16 2024-06-30 13F PROGRESSIVE COM 743315103 76,709 11,327 17.32 15,933 17.83 0.0378
2024-04-15 2024-03-31 13F PROGRESSIVE COM 743315103 65,382 32,115 96.54 13,522 155.23 0.0350
2024-01-30 2023-12-31 13F PROGRESSIVE COM 743315103 33,267 -33,345 -50.06 5,299 -42.90 0.0154
2023-11-13 2023-09-30 13F PROGRESSIVE COM 743315103 66,612 23,748 55.40 9,279 63.56 0.0305
2023-07-21 2023-06-30 13F PROGRESSIVE COM 743315103 42,864 -440 -1.02 5,674 -8.43 0.0612
2023-04-25 2023-03-31 13F PROGRESSIVE COM 743315103 43,304 43,304 6,195 0.0722
2021-11-03 2021-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 0 -74,363 -100.00 0 -100.00
2021-08-10 2021-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 74,363 62,813 543.84 7,061 540.74 0.1138
2021-05-12 2021-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 11,550 -3 -0.03 1,102 0.64 0.0200
2021-02-10 2020-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 11,553 11,553 1,095 0.0247
2020-11-12 2020-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 0 -18,444 -100.00 0 -100.00
2020-10-13 2020-06-30 13F/A-1 PROGRESSIVE CORP OHIO COM 743315103 18,444 18,444 1,663 0.0477
2020-08-10 2020-06-30 13F POWERSHARES ETF TRUST FTSE US1500 SM 743315103 5,096 5,096 592 16,956.0315
2019-08-01 2019-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 0 -29,182 -100.00 0 -100.00
2019-04-30 2019-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 29,182 29,182 2,209 0.1249
2018-11-02 2018-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 0 -31,081 -100.00 0 -100.00
2018-07-30 2018-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 31,081 31,081 1,858 0.1145
2018-04-26 2018-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 0 -46,227 -100.00 0 -100.00
2018-01-19 2017-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 46,227 46,227 2,586 0.1834
2017-10-18 2017-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 0 -87,022 -100.00 0 -100.00
2017-07-26 2017-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 87,022 43,321 99.13 3,921 129.57 0.3628
2017-04-18 2017-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 43,701 43,701 1,708 0.1814
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.