The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionAptus Capital Advisors, LLC
Latest Disclosed Ownership200,318 shares
Latest Disclosed Value $ 39,710,953
Aptus Capital Advisors, LLC reports 1.19% increase in ownership of PGR / The Progressive Corporation

On May 11, 2026 - Aptus Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 200,318 shares of The Progressive Corporation (MX:PGR) valued at $39,710,953 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 197,961 shares of The Progressive Corporation. This represents a change in shares of 1.19% 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)
2026-05-11 2026-03-31 13F PROGRESSIVE COM 743315103 200,318 2,357 1.19 39,711 -11.91 0.3008
2026-02-13 2025-12-31 13F PROGRESSIVE COM 743315103 197,961 -29,053 -12.80 45,080 -19.59 0.3229
2025-11-12 2025-09-30 13F PROGRESSIVE COM 743315103 227,014 12,131 5.65 56,061 -2.24 0.4077
2025-08-11 2025-06-30 13F PROGRESSIVE COM 743315103 214,883 15,780 7.93 57,344 1.77 0.4672
2025-05-13 2025-03-31 13F PROGRESSIVE COM 743315103 199,103 17,380 9.56 56,348 29.41 0.5799
2025-02-14 2024-12-31 13F PROGRESSIVE COM 743315103 181,723 22,590 14.20 43,543 7.83 0.4560
2024-11-05 2024-09-30 13F PROGRESSIVE COM 743315103 159,133 17,760 12.56 40,382 37.52 0.6024
2024-07-31 2024-06-30 13F PROGRESSIVE COM 743315103 141,373 16,943 13.62 29,365 14.11 0.5170
2024-05-15 2024-03-31 13F PROGRESSIVE COM 743315103 124,430 7,838 6.72 25,735 38.58 0.4787
2024-02-13 2023-12-31 13F PROGRESSIVE COM 743315103 116,592 -4,048 -3.36 18,571 10.50 0.5078
2023-11-08 2023-09-30 13F PROGRESSIVE COM 743315103 120,640 4,865 4.20 16,805 9.66 0.4578
2023-08-11 2023-06-30 13F PROGRESSIVE COM 743315103 115,775 -1,118 -0.96 15,325 -8.35 0.3675
2023-05-09 2023-03-31 13F PROGRESSIVE COM 743315103 116,893 36,891 46.11 16,723 61.14 0.4492
2023-02-13 2022-12-31 13F PROGRESSIVE COM 743315103 80,002 7,817 10.83 10,377 23.70 0.3186
2022-11-02 2022-09-30 13F PROGRESSIVE COM 743315103 72,185 46,621 182.37 8,389 182.27 0.2019
2022-07-29 2022-06-30 13F PROGRESSIVE COM 743315103 25,564 -36,564 -58.85 2,972 -58.03 0.0773
2022-05-04 2022-03-31 13F PROGRESSIVE COM 743315103 62,128 -5,716 -8.43 7,081 1.68 0.1763
2022-02-02 2021-12-31 13F PROGRESSIVE COM 743315103 67,844 9,916 17.12 6,964 33.00 0.2091
2021-10-27 2021-09-30 13F PROGRESSIVE COM 743315103 57,928 9,231 18.96 5,236 9.47 0.1350
2021-07-27 2021-06-30 13F PROGRESSIVE COM 743315103 48,697 28,487 140.95 4,783 147.57 0.1398
2021-05-06 2021-03-31 13F PROGRESSIVE COM 743315103 20,210 548 2.79 1,932 -0.62 0.0693
2021-02-10 2020-12-31 13F PROGRESSIVE COM 743315103 19,662 -8,774 -30.86 1,944 -27.79 0.0890
2020-10-19 2020-09-30 13F PROGRESSIVE COM 743315103 28,436 762 2.75 2,692 21.43 0.1429
2020-07-22 2020-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 27,674 2,306 9.09 2,217 18.37 0.1391
2020-05-07 2020-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 25,368 25,368 1,873 0.1619
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.