The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership164,920 shares
Latest Disclosed Value $ 32,693,771
Heritage Wealth Advisors reports 13.31% decrease in ownership of PGR / The Progressive Corporation

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 164,920 shares of The Progressive Corporation (MX:PGR) valued at $32,693,771 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 190,238 shares of The Progressive Corporation. This represents a change in shares of -13.31% 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)
2026-05-13 2026-03-31 13F Progressive Corp Ohio COM 743315103 164,920 -25,318 -13.31 32,694 -24.53 1.2773
2026-02-13 2025-12-31 13F Progressive Corp Ohio COM 743315103 190,238 3,965 2.13 43,321 -5.83 1.6544
2025-11-13 2025-09-30 13F Progressive Corp Ohio COM 743315103 186,273 2,835 1.55 46,000 -6.03 2.0133
2025-08-11 2025-06-30 13F Progressive Corp Ohio COM 743315103 183,438 -795 -0.43 48,952 -6.11 2.3247
2025-05-08 2025-03-31 13F Progressive Corp Ohio COM 743315103 184,233 -1,765 -0.95 52,140 16.99 2.6413
2025-02-12 2024-12-31 13F Progressive Corp Ohio COM 743315103 185,998 -11,283 -5.72 44,567 -10.98 2.2098
2024-11-12 2024-09-30 13F Progressive Corp Ohio COM 743315103 197,281 -759 -0.38 50,062 21.70 2.3486
2024-12-12 2024-06-30 13F/A-1 Progressive Corp Ohio COM 743315103 198,040 1,644 0.84 41,135 1.27 1.8571
2024-08-06 2024-06-30 13F Progressive Corp Ohio COM 743315103 198,040 1,644 41,135 1.8571
2024-12-12 2024-03-31 13F/A-1 Progressive Corp Ohio COM 743315103 196,396 -10,398 -5.03 40,619 23.32 1.8537
2024-05-08 2024-03-31 13F Progressive Corp Ohio COM 743315103 12 -206,782 0 0.0000
2024-12-12 2023-12-31 13F/A-1 Progressive Corp Ohio COM 743315103 206,794 -23,964 -10.38 32,938 2.47 1.6378
2024-02-12 2023-12-31 13F Progressive Corp Ohio COM 743315103 205,974 -24,784 32,808 1.6346
2024-12-12 2023-09-30 13F/A-1 Progressive Corp Ohio COM 743315103 230,758 6,370 2.84 32,145 8.22 1.7530
2023-11-09 2023-09-30 13F Progressive Corp Ohio COM 743315103 230,758 6,370 32,145 1.7530
2024-12-12 2023-06-30 13F/A-1 Progressive Corp Ohio COM 743315103 224,388 3,470 1.57 29,702 -6.02 1.5719
2023-08-09 2023-06-30 13F Progressive Corp Ohio COM 743315103 224,388 3,470 29,702 1.5719
2023-05-04 2023-03-31 13F Progressive Corp Ohio COM 743315103 220,918 9,044 4.27 31,605 15.00 1.7605
2024-12-12 2022-12-31 13F/A-1 Progressive Corp Ohio COM 743315103 211,874 7,550 3.70 27,482 15.74 1.5916
2023-02-07 2022-12-31 13F Progressive Corp Ohio COM 743315103 211,874 7,550 27,482 1.5916
2024-12-12 2022-09-30 13F/A-1 Progressive Corp Ohio COM 743315103 204,324 9,067 4.64 23,745 107,827.27 1.7225
2022-11-10 2022-09-30 13F Progressive Corp Ohio COM 743315103 204,324 9,067 24 1.7225
2022-08-04 2022-06-30 13F Progressive Corp Ohio COM 743315103 195,257 11,552 6.29 23 10.00 1.5780
2022-05-11 2022-03-31 13F Progressive Corp Ohio COM 743315103 183,705 15,496 9.21 21 17.65 1.1588
2022-03-28 2021-12-31 13F/A-1 Progressive Corp Ohio COM 743315103 168,209 15,218 9.95 17 -99.88 0.9482
2022-02-02 2021-12-31 13F Progressive Corp Ohio COM 743315103 168,209 15,218 17,267 0.9482
2021-11-02 2021-09-30 13F Progressive Corp Ohio COM 743315103 152,991 9,238 6.43 13,829 -2.05 0.8470
2021-08-09 2021-06-30 13F/A-1 Progressive Corp Ohio COM 743315103 143,753 18,336 14.62 14,118 17.73 0.8694
2021-07-27 2021-06-30 13F Progressive Corp Ohio COM 743315103 95,036 -30,381 9,397 0.5873
2021-04-27 2021-03-31 13F Progressive Corp Ohio COM 743315103 125,417 30,381 31.97 11,991 27.60 0.7229
2021-02-01 2020-12-31 13F Progressive Corp Ohio COM 743315103 95,036 461 0.49 9,397 4.96 0.5873
2020-11-03 2020-09-30 13F Progressive Corp Ohio COM 743315103 94,575 -4,428 -4.47 8,953 12.89 1.1558
2020-07-17 2020-06-30 13F/A-1 Progressive Corp Ohio COM 743315103 99,003 33,917 52.11 7,931 65.06 1.1095
2020-07-17 2020-06-30 13F Progressive Corp Ohio COM 743315103 9,010 -56,076 7,931 1,109,859.4309
2020-05-05 2020-03-31 13F Progressive Corp Ohio COM 743315103 65,086 27,910 75.08 4,806 78.56 0.8612
2020-02-04 2019-12-31 13F Progressive Corp Ohio COM 743315103 37,176 8,668 30.41 2,691 22.21 0.3554
2019-10-30 2019-09-30 13F Progressive Corp Ohio COM 743315103 28,508 27,200 2,079.51 2,202 2,017.31 0.3245
2019-08-05 2019-06-30 13F Progressive Corp Ohio COM 743315103 1,308 1,308 105 0.0160
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.