The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership62,067 shares
Latest Disclosed Value $ 12,304,325
Stratos Wealth Partners, LTD. reports 5.98% decrease in ownership of PGR / The Progressive Corporation

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 62,067 shares of The Progressive Corporation (MX:PGR) valued at $12,304,325 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 66,018 shares of The Progressive Corporation. This represents a change in shares of -5.98% 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)
2026-04-28 2026-03-31 13F PROGRESSIVE COM 743315103 62,067 -3,951 -5.98 12,304 -18.15 0.1399
2026-01-20 2025-12-31 13F PROGRESSIVE COM 743315103 66,018 1,959 3.06 15,034 -4.97 0.1700
2025-11-06 2025-09-30 13F PROGRESSIVE COM 743315103 64,059 1,990 3.21 15,820 -4.49 0.1866
2025-07-29 2025-06-30 13F PROGRESSIVE COM 743315103 62,069 -164 -0.26 16,564 -5.96 0.2238
2025-04-30 2025-03-31 13F PROGRESSIVE COM 743315103 62,233 -1,921 -2.99 17,613 14.58 0.2680
2025-01-27 2024-12-31 13F PROGRESSIVE COM 743315103 64,154 179 0.28 15,372 -5.32 0.2170
2024-10-17 2024-09-30 13F PROGRESSIVE COM 743315103 63,975 3,852 6.41 16,235 30.00 0.2344
2024-07-24 2024-06-30 13F PROGRESSIVE COM 743315103 60,123 -1,873 -3.02 12,488 -2.60 0.1999
2024-04-16 2024-03-31 13F PROGRESSIVE COM 743315103 61,996 69 0.11 12,822 30.00 0.2125
2024-01-24 2023-12-31 13F PROGRESSIVE COM 743315103 61,927 568 0.93 9,864 15.40 0.1839
2023-10-24 2023-09-30 13F PROGRESSIVE COM 743315103 61,359 1,154 1.92 8,547 7.25 0.1840
2023-07-18 2023-06-30 13F PROGRESSIVE COM 743315103 60,205 1,424 2.42 7,969 -5.23 0.1805
2023-04-27 2023-03-31 13F PROGRESSIVE COM 743315103 58,781 4,627 8.54 8,409 19.72 0.2242
2023-01-19 2022-12-31 13F PROGRESSIVE COM 743315103 54,154 -208 -0.38 7,024 11.19 0.1777
2022-10-24 2022-09-30 13F PROGRESSIVE COM 743315103 54,362 -4,947 -8.34 6,317 -8.40 0.1764
2022-07-22 2022-06-30 13F PROGRESSIVE COM 743315103 59,309 1,770 3.08 6,896 5.14 0.1738
2022-04-26 2022-03-31 13F PROGRESSIVE COM 743315103 57,539 -2,970 -4.91 6,559 5.60 0.1465
2022-01-14 2021-12-31 13F PROGRESSIVE COM 743315103 60,509 1,949 3.33 6,211 17.34 0.1375
2021-10-19 2021-09-30 13F PROGRESSIVE COM 743315103 58,560 79 0.14 5,293 -7.84 0.1347
2021-07-19 2021-06-30 13F PROGRESSIVE COM 743315103 58,481 13,476 29.94 5,743 33.47 0.1430
2021-04-27 2021-03-31 13F PROGRESSIVE COM 743315103 45,005 20,758 85.61 4,303 79.44 0.1191
2021-01-29 2020-12-31 13F PROGRESSIVE COM 743315103 24,247 8,355 52.57 2,398 59.34 0.0712
2020-10-29 2020-09-30 13F PROGRESSIVE COM 743315103 15,892 -448 -2.74 1,505 14.97 0.0494
2020-07-28 2020-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 16,340 2,175 15.35 1,309 25.14 0.0466
2020-05-04 2020-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 14,165 -95 -0.67 1,046 1.36 0.0479
2020-01-29 2019-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 14,260 -19,975 -58.35 1,032 -60.98 0.0405
2019-11-12 2019-09-30 13F/A-1 PROGRESSIVE CORP OHIO COM 743315103 34,235 8,299 32.00 2,645 27.59 0.1144
2019-11-12 2019-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 193 -25,743 3 121.8570
2019-08-06 2019-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 25,936 13,187 103.44 2,073 125.57 0.0898
2019-05-07 2019-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 12,749 4,413 52.94 919 82.70 0.0413
2019-02-08 2018-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 8,336 -445 -5.07 503 -19.39 0.0259
2018-11-02 2018-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 8,781 -953 -9.79 624 8.33 0.0279
2018-08-13 2018-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 9,734 3,608 58.90 576 54.42 0.0257
2018-05-10 2018-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 6,126 2,814 84.96 373 99.47 0.0157
2018-02-09 2017-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 3,312 3,312 187 0.0084
2015-05-13 2015-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 0 -2,266 -100.00 0 -100.00
2015-02-09 2014-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 2,266 2,266 61 0.0098
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.