Bruce Berkowitz - Fairholme Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    10
Portfolio value:    $1,514,192,261
Holdings Activity Buys Sells    History
Holding/activity history for  The Progressive Corp. (PGR)
← All PGR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 66,400 0.87 Add 159.38% 0.53 $189.20–214.97 · VW $198.19i $13,163,136 SEC
2025   Q4 25,600 0.41 Buy 0.41 $197.92–237.44 · VW $216.34i $5,829,632 SEC
2008   Q1 0 0.00 Sell 100.00% 1.32 $15.00–20.38 · VW $18.48i SEC
2007   Q4 4,160,200 1.32 Buy 1.32 $16.98–19.84 · VW $18.38i $79,709,000 SEC
2001   Q1 0 0.00 Sell 100.00% 0.12 $7.03–11.21 · VW $9.72i SEC
2000   Q4 84,000 0.12 $8.63 $725,000 SEC
2000   Q3 84,000 0.10 $6.82 $573,000 SEC
2000   Q2 84,000 0.11 $6.17 $518,000 SEC
2000   Q1 84,000 0.11 Reduce 23.08% 0.03 $3.75–8.33 · VW $6.64i $532,000 SEC
1999   Q4 109,200 0.14 Add 19.74% 0.02 $4.31–6.77 · VW $5.35i $665,000 SEC
1999   Q3 91,200 0.12 Reduce 24.00% 0.06 $6.61–8.48 · VW $7.27i $621,000 SEC
1999   Q2 120,000 0.25 Add 400.00% 0.20 $8.30–12.68 · VW $9.83i $1,450,000 SEC
1999   Q1 24,000 0.30 $11.96 $287,000 SEC
Price snapshot:
Current price$234.48
Avg. buy price$209.61
+/- since buy11.87%
52-week low$187.78
52-week high$239.38