The Progressive Corporation
MX ˙ BMV ˙ US7433151039
SecurityMX:PGR / The Progressive Corporation
InstitutionSummit Asset Management, LLC
Latest Disclosed Ownership5,947 shares
Latest Disclosed Value $ 1,178,933
Summit Asset Management, LLC reports 1.61% increase in ownership of PGR / The Progressive Corporation

On May 8, 2026 - Summit Asset Management, LLC filed a 13F-HR form disclosing ownership of 5,947 shares of The Progressive Corporation (MX:PGR) valued at $1,178,933 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 5,853 shares of The Progressive Corporation. This represents a change in shares of 1.61% 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)
2026-05-08 2026-03-31 13F PROGRESSIVE COM 743315103 5,947 94 1.61 1,179 -11.56 0.1640
2026-02-09 2025-12-31 13F PROGRESSIVE COM 743315103 5,853 0 0.00 1,333 -7.82 0.1886
2025-11-06 2025-09-30 13F PROGRESSIVE COM 743315103 5,853 -42 -0.71 1,445 -8.14 0.2222
2025-08-07 2025-06-30 13F PROGRESSIVE COM 743315103 5,895 0 0.00 1,573 -5.70 0.2563
2025-05-06 2025-03-31 13F PROGRESSIVE COM 743315103 5,895 0 0.00 1,668 18.13 0.2888
2025-02-04 2024-12-31 13F PROGRESSIVE COM 743315103 5,895 0 0.00 1,413 -5.55 0.2482
2024-11-06 2024-09-30 13F PROGRESSIVE COM 743315103 5,895 0 0.00 1,496 22.14 0.2810
2024-08-05 2024-06-30 13F PROGRESSIVE COM 743315103 5,895 0 0.00 1,224 0.41 0.2535
2024-05-06 2024-03-31 13F PROGRESSIVE COM 743315103 5,895 0 0.00 1,219 29.96 0.2616
2024-02-06 2023-12-31 13F PROGRESSIVE COM 743315103 5,895 0 0.00 939 14.25 0.2246
2023-11-06 2023-09-30 13F PROGRESSIVE COM 743315103 5,895 -9,880 -62.63 821 -60.68 0.2230
2023-08-07 2023-06-30 13F PROGRESSIVE COM 743315103 15,775 0 0.00 2,088 -7.45 0.5503
2023-05-12 2023-03-31 13F PROGRESSIVE COM 743315103 15,775 0 0.00 2,257 10.26 0.6211
2023-02-13 2022-12-31 13F PROGRESSIVE COM 743315103 15,775 0 0.00 2,046 11.62 0.5921
2022-11-07 2022-09-30 13F PROGRESSIVE COM 743315103 15,775 -75 -0.47 1,833 -0.54 0.5925
2022-08-10 2022-06-30 13F PROGRESSIVE COM 743315103 15,850 -216 -1.34 1,843 0.66 0.5704
2022-05-09 2022-03-31 13F PROGRESSIVE COM 743315103 16,066 500 3.21 1,831 14.58 0.5256
2022-02-11 2021-12-31 13F PROGRESSIVE COM 743315103 15,566 41 0.26 1,598 13.90 0.4531
2021-11-08 2021-09-30 13F PROGRESSIVE COM 743315103 15,525 0 0.00 1,403 -8.00 0.4396
2021-08-06 2021-06-30 13F PROGRESSIVE COM 743315103 15,525 75 0.49 1,525 3.25 0.4793
2021-05-07 2021-03-31 13F PROGRESSIVE COM 743315103 15,450 600 4.04 1,477 0.61 0.5016
2021-02-09 2020-12-31 13F PROGRESSIVE COM 743315103 14,850 0 0.00 1,468 4.41 0.5359
2020-11-06 2020-09-30 13F PROGRESSIVE COM 743315103 14,850 0 0.00 1,406 18.15 0.5826
2020-08-07 2020-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 14,850 0 0.00 1,190 8.48 0.5418
2020-05-08 2020-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 14,850 0 0.00 1,097 2.05 0.5914
2020-02-07 2019-12-31 13F PROGRESSIVE CORP OHIO COM 743315103 14,850 0 0.00 1,075 -6.28 0.4585
2019-11-06 2019-09-30 13F PROGRESSIVE CORP OHIO COM 743315103 14,850 0 0.00 1,147 -3.37 0.5342
2019-08-07 2019-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 14,850 0 0.00 1,187 10.83 0.5627
2019-05-07 2019-03-31 13F PROGRESSIVE CORP OHIO COM 743315103 14,850 14,850 1,071 0.5272
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.