The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionShepherd Financial Partners LLC
Latest Disclosed Ownership17,339 shares
Latest Disclosed Value $ 3,437,375
Shepherd Financial Partners LLC reports 0.51% decrease in ownership of PGR / The Progressive Corporation

On May 11, 2026 - Shepherd Financial Partners LLC filed a 13F-HR form disclosing ownership of 17,339 shares of The Progressive Corporation (MX:PGR) valued at $3,437,375 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 17,428 shares of The Progressive Corporation. This represents a change in shares of -0.51% 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 17,339 -89 -0.51 3,437 -13.38 0.3261
2026-02-10 2025-12-31 13F PROGRESSIVE COM 743315103 17,428 -2,734 -13.56 3,969 -20.29 0.3677
2025-11-07 2025-09-30 13F PROGRESSIVE COM 743315103 20,162 -29 -0.14 4,979 -7.61 0.4739
2025-08-13 2025-06-30 13F PROGRESSIVE COM 743315103 20,191 -1,044 -4.92 5,388 -10.33 0.5695
2025-04-18 2025-03-31 13F PROGRESSIVE COM 743315103 21,235 916 4.51 6,010 23.44 0.7047
2025-01-28 2024-12-31 13F PROGRESSIVE COM 743315103 20,319 160 0.79 4,869 -4.83 0.5822
2024-10-28 2024-09-30 13F PROGRESSIVE COM 743315103 20,159 529 2.69 5,116 25.46 0.6153
2024-08-08 2024-06-30 13F PROGRESSIVE COM 743315103 19,630 115 0.59 4,077 1.04 0.5258
2024-04-23 2024-03-31 13F PROGRESSIVE COM 743315103 19,515 78 0.40 4,036 30.37 0.5283
2024-02-12 2023-12-31 13F PROGRESSIVE COM 743315103 19,437 -11 -0.06 3,096 14.29 0.4401
2023-11-08 2023-09-30 13F PROGRESSIVE COM 743315103 19,448 -2,164 -10.01 2,709 -5.31 0.4250
2023-08-11 2023-06-30 13F PROGRESSIVE COM 743315103 21,612 323 1.52 2,861 -6.08 0.4437
2023-05-02 2023-03-31 13F PROGRESSIVE COM 743315103 21,289 -82 -0.38 3,045 9.85 0.5091
2023-02-14 2022-12-31 13F PROGRESSIVE COM 743315103 21,371 -107 -0.50 2,772 11.06 0.5017
2022-11-09 2022-09-30 13F PROGRESSIVE COM 743315103 21,478 67 0.31 2,496 0.28 0.4868
2022-08-15 2022-06-30 13F PROGRESSIVE COM 743315103 21,411 510 2.44 2,489 4.67 0.4846
2022-05-13 2022-03-31 13F PROGRESSIVE COM 743315103 20,901 -3,654 -14.88 2,378 -5.48 0.4246
2022-02-14 2021-12-31 13F PROGRESSIVE COM 743315103 24,555 558 2.33 2,516 16.00 0.4369
2021-11-15 2021-09-30 13F PROGRESSIVE COM 743315103 23,997 19 0.08 2,169 -7.90 0.4188
2021-08-16 2021-06-30 13F PROGRESSIVE COM 743315103 23,978 855 3.70 2,355 6.51 0.4479
2021-05-14 2021-03-31 13F PROGRESSIVE COM 743315103 23,123 1,493 6.90 2,211 3.32 0.4894
2021-02-16 2020-12-31 13F PROGRESSIVE COM 743315103 21,630 451 2.13 2,140 6.73 0.4881
2020-11-16 2020-09-30 13F/A-1 PROGRESSIVE COM 743315103 21,179 767 3.76 2,005 22.63 0.4716
2020-11-05 2020-09-30 13F PROGRESSIVE COM 743315103 20,412 0 1,635 443,449.9593
2020-08-05 2020-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 20,412 -184 -0.89 1,635 7.50 0.4434
2020-05-07 2020-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 20,596 73 0.36 1,521 2.29 0.5266
2020-01-31 2019-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 20,523 15,362 297.66 1,487 273.62 0.3457
2019-11-25 2019-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 5,161 134 2.67 398 -1.00 0.0998
2019-08-05 2019-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 5,027 50 1.00 402 11.98 0.0755
2019-04-29 2019-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 4,977 1,407 39.41 359 66.98 0.0696
2019-02-07 2018-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 3,570 20 0.56 215 2.38 0.0468
2018-10-16 2018-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 3,550 0 0.00 210 -0.94 0.0474
2018-08-01 2018-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 3,550 3,550 212 0.0477
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.