HolderBook

PROGRESSIVE CORP (PGR)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

78
Reporting holders
$507.0M
Reported value
0.0%
Calls
0.0%
Puts
-1,756
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Fenimore Asset Management Inc$114.8M553,8612.52%22q-0.6%-$707.3K
CONFLUENCE INVESTMENT MANAGEMENT LLC$111.4M537,4741.87%32q-3.6%-$4.1M
BONNESS ENTERPRISES INC$106.0M511,45734.48%32qHELD
ARGENT CAPITAL MANAGEMENT LLC$51.9M250,5531.66%11q-4.4%-$2.4M
VALLEY WEALTH MANAGERS, INC.$22.2M107,1321.26%31q+2.4%+$510.2K
DUDLEY & SHANLEY, INC.$21.6M104,1523.43%28q+57.1%+$7.9M
Galvin, Gaustad & Stein, LLC$10.7M51,8260.81%4q-1.7%-$186.4K
Eastover Investment Advisors LLC$7.7M37,1002.99%3q+1.5%+$115.9K
GAMMA Investing LLC$4.1M19,5570.14%12q+15.8%+$553.5K
REINHART PARTNERS, LLC.$4.0M19,0730.10%27q+62.4%+$1.5M
Greenfield Savings Bank$3.8M18,3331.44%18qHELD
ZEVENBERGEN CAPITAL INVESTMENTS LLC$3.6M17,3500.08%32q+2.9%+$101.6K
Strong Retirement Solutions LLC$3.6M17,1432.00%4q-0.5%-$18.2K
Farther Finance Advisors, LLC$3.1M15,1730.02%16q+13.8%+$381.2K
CENTRAL BANK & TRUST CO$3.1M15,1450.45%32q-2.7%-$86.9K
Wedmont Private Capital$3.0M13,9370.07%19q+4.8%+$140.9K
Central Pacific Bank - Trust Division$2.4M11,5240.25%11qHELD
Legacy Private Trust Co.$2.3M11,3260.13%7q+1.2%+$28.4K
Venture Visionary Partners LLC$2.0M9,7810.05%23q-14.8%-$352.4K
DIVERSIFIED MANAGEMENT INC$2.0M9,6680.35%newNEW
EASTERN BANK$1.7M8,4160.03%9q+0.7%+$11.4K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1.6M7,8500.02%32q-17.9%-$354.9K
Coastline Trust Co$1.5M7,0130.14%32qHELD
Ridgewood Investments LLC$1.4M6,8550.52%10q+0.8%+$11.8K
Legacy Wealth Asset Management, LLC$1.1M5,4910.25%24q+19.2%+$183.1K
Everhart Financial Group, Inc.$994.7K4,7980.06%11q+2.0%+$19.1K
ACIMA PRIVATE WEALTH, LLC$970.2K4,6800.28%32qHELD
Cooper Financial Group$963.4K4,6470.08%17q+1.8%+$17.2K
SAPIENT CAPITAL LLC$939.1K4,5300.01%4q-58.5%-$1.3M
CANANDAIGUA NATIONAL BANK & TRUST CO$870.5K4,1990.08%14q-8.9%-$85.2K
CONGRESS ASSET MANAGEMENT CO$835.5K4,0300.01%32q-69.3%-$1.9M
Castleview Partners, LLC$742.6K3,5820.33%21qHELD
S.E.E.D. Planning Group LLC$675.4K3,2580.17%3q-10.8%-$81.9K
First Heartland Consultants, Inc.$650.5K3,1380.04%11q+0.8%+$5.0K
Monument Capital Management$647.2K3,1220.13%18q+2.2%+$13.9K
Gradient Investments LLC$611.8K2,9510.01%8q-9.8%-$66.5K
Prota Financial, LLC$595.5K2,8230.38%4q-0.7%-$4.4K
Versant Capital Management, Inc$541.3K2,6110.05%32q+7.1%+$35.9K
Valeo Financial Advisors, LLC$526.7K2,5400.01%16q+6.8%+$33.6K
Wealth Science Advisors LLC$516.0K2,4890.22%4q-2.8%-$14.7K
Sunburst Financial Group, LLC$440.4K2,1240.07%9q-18.4%-$99.3K
Apella Capital, LLC$375.9K1,7550.00%3q+10.9%+$37.1K
Atlas Brown,Inc.$370.5K1,7870.10%11qHELD
MassMutual Private Wealth & Trust, FSB$366.1K1,7660.01%29q-11.9%-$49.5K
Kaizen Financial Strategies$364.9K1,7600.14%12q-5.9%-$23.0K
Grove Bank & Trust$359.5K1,7340.04%16qHELD
MRA Advisory Group$352.1K1,6990.13%13qHELD
JUNCTURE WEALTH STRATEGIES, LLC$295.5K1,4250.08%16qHELD
YHB Investment Advisors, Inc.$293.3K1,4150.02%11q-2.9%-$8.9K
Castle Rock Wealth Management, LLC$248.4K1,1720.05%12qHELD
CoreCap Advisors, LLC$248.2K1,1970.01%9q-3.5%-$9.1K
Avidian Wealth Enterprises, LLC$236.0K1,1380.01%2q+23.7%+$45.2K
MOODY NATIONAL BANK TRUST DIVISION$212.9K1,0270.02%3q-2.7%-$6.0K
AMERICAN NATIONAL BANK & TRUST$208.1K1,0040.02%19q-14.2%-$34.4K
Wealth Enhancement Trust Services, Inc.$179.3K8650.02%4q-86.4%-$1.1M
ARMSTRONG ADVISORY GROUP, INC$105.9K5110.01%16q+1.8%+$1.9K
Bank of New Hampshire$71.5K3450.02%19qHELD
Roxbury Financial LLC$47.3K2280.04%8qHELD
ELEVATION WEALTH PARTNERS, LLC$35.9K1730.01%5q+31.1%+$8.5K
Mn Services Vermogensbeheer B.V.$35.8K172,5800.27%31q+1.2%
GK Wealth Management LLC$33.0K1590.02%newNEW
BURKETT FINANCIAL SERVICES, LLC$28.8K1390.01%newNEW
Rosenberg Matthew Hamilton$23.6K1140.00%21qHELD
Byrne Asset Management LLC$20.0K950.01%20q-24.0%-$6.3K
Bangor Savings Bank$19.9K960.00%8qHELD
NORTH POINT PORTFOLIO MANAGERS CORP/OH$16.6K800.00%newNEW
Pacifica Partners Inc.$16.2K770.00%7qHELD
ATWOOD & PALMER INC$15.5K750.00%16qHELD
Bullock Wealth Management Group$12.7K600.01%11q-29.4%-$5.3K
Marquette Asset Management, LLC$12.2K590.00%5q-22.4%-$3.5K
Retirement Wealth Solutions LLC$9.2K440.00%8q+120.0%+$5.0K
CX Institutional$7.5K36,1370.20%32q+18.4%+$1.2K
Planning Strategies Inc.$7.0K340.00%2q-2.9%
GoalVest Advisory LLC$6.4K310.00%2q-55.7%-$8.1K
Davis Capital Management$3.1K150.00%8q-77.3%-$10.6K
Investors Research Corp$2.1K100.00%3qHELD
TOTH FINANCIAL ADVISORY CORP$1.2K60.00%newNEW
Noble Wealth Management PBC$1.2K60.00%2qHELD
GILPIN WEALTH MANAGEMENT, LLC$20810.00%newNEW
Trust Co$20710.00%9qHELD

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-01Griffith Susan PatriciaPresident and CEOSold37,338$8.2M
2026-07-27Griffith Susan PatriciaPresident and CEOSold37,338$7.9M
2026-07-27Bailo KarenCommercial Lines PresidentSold8,452$1.8M
2026-07-27Murphy John JoClaims PresidentSold8,124$1.7M
2026-08-13Niederst Lori AChief Personal Lines OfficerSold7,339$1.5M
2026-06-24KELLY JEFFREY DDirectorSold7,000$1.5M
2026-06-05Murphy John JoClaims PresidentSold5,916$1.2M
2026-07-28Quigg Andrew JVP and Chief Financial OfficerSold3,499$769.8K
2026-07-27Bauer Jonathan S.Chief Investment OfficerSold2,242$476.9K
2026-08-20Broz StevenChief Information OfficerSold1,225$268.8K
2026-09-24Broz StevenChief Information OfficerSold1,225$250.3K
2026-07-23Broz StevenChief Information OfficerSold1,156$237.2K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202678$507.0M2,444,815623290.0%
Q2 20261,834$121.2B551,418,2351856566530.8%
Q1 20261,772$105.8B512,833,7831366656370.6%
Q4 20251,838$117.3B511,221,1701316186650.9%
Q3 20251,807$128.3B515,940,1131016407020.8%
Q2 20251,914$136.4B507,461,3771797436180.8%
Q1 20251,859$144.5B507,362,5442086766190.7%
Q4 20241,776$122.1B505,321,3561236295590.9%
Q3 20241,670$130.6B509,212,1942075915191.1%
Q2 20241,533$107.2B511,297,0791375824810.9%
Q1 20241,469$112.3B538,391,9671974924710.9%
Q4 20231,336$86.5B536,268,1991573884631.1%
Q3 20231,181$71.3B505,014,910983944151.2%
Q2 20231,187$66.4B498,405,1271043574720.7%
Q1 20231,193$74.0B513,611,8801143954210.7%
Q4 20221,180$64.9B497,097,6101143714010.7%
Q3 20221,110$58.5B499,758,4831003593950.6%
Q2 20221,086$58.5B501,050,916943174240.6%
Q1 20221,066$56.5B492,881,019903433980.6%
Q4 20211,060$51.3B494,159,370913293671.1%
Q3 2021985$44.7B491,357,178753293500.7%
Q2 20211,005$48.2B487,945,163743663350.7%
Q1 2021994$46.2B482,004,338843793370.5%
Q4 2020988$48.3B483,435,020853403271.0%
Q3 2020951$46.0B484,031,416932983440.6%
Q2 2020918$38.8B481,267,8391003223160.6%
Q1 2020886$35.9B483,692,771953223190.5%
Q4 2019889$35.0B479,516,121592653350.9%
Q3 2019885$36.2B466,805,978653013350.6%
Q2 2019909$37.5B467,381,328962943570.6%
Q1 2019891$34.1B470,737,741913202880.6%
Q4 2018851$29.4B485,290,1751121120.5%