Form 13F security
PROGRESSIVE CORP
Class COM
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Tracked managers holding it
Share and principal positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Markel Group Inc. | 2026-06-30 | $165M | 1.3% | SH 753,750 | — |
| Giverny Capital Inc. | 2026-06-30 | $118M | 4.0% | SH 542,292 | — |
| WEDGEWOOD PARTNERS INC | 2026-06-30 | $23M | 4.8% | SH 106,261 | — |
| ARIEL INVESTMENTS, LLC | 2026-06-30 | $13M | 0.1% | SH 58,906 | — |
| Tweedy, Browne Co LLC | 2026-06-30 | $3.0M | 0.2% | SH 13,711 | — |
| SOROS FUND MANAGEMENT LLC | 2026-06-30 | $2.1M | <0.1% | SH 9,472 | — |
| Fisher Asset Management, LLC — Ken Fisher | 2026-06-30 | $1.3M | <0.1% | SH 6,012 | — |
| Brave Warrior Advisors, LLC | 2026-06-30 | <$1M | <0.1% | SH 1,789 | — |
Total $326M across 8 of 69 managers.
Put positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $10M | <0.1% | SH 47,000 | [PUT] |
Total $10M across 1 of 69 managers.
Call positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $4.6M | <0.1% | SH 21,200 | [CALL] |
Total $4.6M across 1 of 69 managers.
Sums are across tracked reports, not unique economic ownership.
WEDGEWOOD PARTNERS INC — Combined report.
ARIEL INVESTMENTS, LLC — Combined report.
Markel Group Inc. — Combined report.
Giverny Capital Inc. — Amended: this view reflects the filer's restatement of 2026-08-26.
Filed rows (12) — as filed
The filer reports some securities in multiple rows; rows are shown as filed.
| Manager | Class | Put/call | Value | % of portfolio | SH/PRN qty | Source |
|---|---|---|---|---|---|---|
| Markel Group Inc. | COM | — | $152M | 1.2% | SH 693,750 | 0001096343-26-000065 |
| Giverny Capital Inc. | COM | — | $118M | 4.0% | SH 542,292 | 0001641864-26-000010 |
| WEDGEWOOD PARTNERS INC | COM | — | $23M | 4.8% | SH 106,261 | 0000859804-26-000006 |
| Markel Group Inc. | COM | — | $13M | <0.1% | SH 60,000 | 0001096343-26-000065 |
| ARIEL INVESTMENTS, LLC | COM | — | $13M | 0.1% | SH 57,902 | 0000936753-26-000050 |
| Point72 Asset Management, L.P. | COM | [PUT] | $10M | <0.1% | SH 47,000 | 0000919574-26-005520 |
| Point72 Asset Management, L.P. | COM | [CALL] | $4.6M | <0.1% | SH 21,200 | 0000919574-26-005520 |
| Tweedy, Browne Co LLC | COM | — | $3.0M | 0.2% | SH 13,711 | 0001193125-26-340443 |
| SOROS FUND MANAGEMENT LLC | COM | — | $2.1M | <0.1% | SH 9,472 | 0000902664-26-003507 |
| Fisher Asset Management, LLC | COM | — | $1.3M | <0.1% | SH 6,012 | 0000850529-26-000006 |
| Brave Warrior Advisors, LLC | COM | — | <$1M | <0.1% | SH 1,789 | 0001172661-26-003728 |
| ARIEL INVESTMENTS, LLC | COM | — | <$1M | <0.1% | SH 1,004 | 0000936753-26-000050 |
Quarter-to-quarter notes
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
No longer reported by BAILLIE GIFFORD & CO, VIKING GLOBAL INVESTORS LP.
Changes appear only where the prior quarter's validated report exists.
Filing details
Giverny Capital Inc. — Superseded filing: 13F-HR filed 2026-08-14.