InvestorLens

PGR — PROGRESSIVE CORP

Financial Services · Insurance

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying PGR?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 1 selling last quarter
8
Macro Tailwind
Macro conditions are mixed for this sector
55
Congressional Activity
2 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their PGR position last quarter, 0 bought and 1 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime). 2 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +4 tracked investors reported holding PGR at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for Financial Servicessource
  • +2 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About PROGRESSIVE CORP (PGR)

PROGRESSIVE CORP (PGR) appears in the most recent 13F filings of 4 tracked institutional investors. PROGRESSIVE CORP is classified in the Financial Services sector (Insurance industry). The largest disclosed position is held by Andreas Halvorsen (Viking Global Investors), valued at $885M. Across recent filings, tracked investors recorded 9 new positions, 2 increased, 5 reduced, and 8 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in PGR

46
/100
Mixed Activity
Added / Increased11
Reduced5
Exited8
BearishBullish
Crowded Trade Score™

How many top investors track PGR

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

PGR Ownership Composition

How PROGRESSIVE CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
99% of tracked value
Institutions
4
tracked investors
Total Reported
$357.4M
combined 13F value
Types2
  • Multi-Strategy / Quant99.4%
  • Macro0.6%
Multi-Strategy / Quant(3)
99.4%
Macro(1)
0.6%

Tracked investors currently reporting PGR

4 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.2M
    Value
    $266M
    % Portfolio
    0.03%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    340.9K
    Value
    $74.5M
    % Portfolio
    0.03%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    68.2K
    Value
    $14.9M
    % Portfolio
    0.02%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    9.5K
    Value
    $2.1M
    % Portfolio
    0.03%

Previously held PGR

These investors reported PGR in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Andreas HalvorsenViking Global Investors1.6M$320.5MMar 31, 2026
Ray DalioBridgewater Associates42.7K$10.5KSep 30, 2025
Daniel LoebThird Point LLC220K$50.1MDec 31, 2025
Paul Tudor JonesTudor Investment Corp42.3K$10.4MSep 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold PGR?
4 tracked institutional investors disclosed a position in PGR (PROGRESSIVE CORP) in their most recent 13F filing.
Who is the largest institutional holder of PGR?
Andreas Halvorsen, Viking Global Investors, holds the largest disclosed position in PGR, valued at $885M.
Did institutional ownership of PGR increase or decrease?
Across recent 13F filings, tracked investors recorded 9 new positions, 2 increased, 5 reduced, and 8 fully exited PGR.
What sector is PGR in?
PROGRESSIVE CORP is classified in the Financial Services GICS sector, Insurance industry.
Where does this PGR ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.