Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
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
2016   Q1 0 0.00 Sell 100.00% <0.01 $31.99–35.54 · VW $33.61i SEC
2015   Q4 7,350 <0.01 $31.84 $234,000 SEC
2015   Q3 7,350 <0.01 $30.61 $225,000 SEC
2015   Q2 7,350 <0.01 Buy <0.01 $26.88–31.57 · VW $29.47i $205,000 SEC
2014   Q3 0 0.00 Sell 100.00% 0.04 $24.16–27.52 · VW $26.31i SEC
2014   Q2 570,530 0.04 Reduce 97.93% 1.87 $23.20–26.03 · VW $24.75i $14,469,000 SEC
2014   Q1 27,605,771 1.91 Reduce 14.86% 0.33 $23.16–25.60 · VW $24.60i $668,612,000 SEC
2013   Q4 32,423,950 2.21 Reduce 3.05% 0.07 $22.53–28.54 · VW $25.19i $884,201,000 SEC
2013   Q3 33,443,093 2.42 Reduce 6.83% 0.16 $25.09–28.17 · VW $27.06i $910,655,000 SEC
2013   Q2 35,893,072 2.37 Reduce 27.76% 0.88 $23.99–26.54 · VW $25.20i $912,402,000 SEC
2013   Q1 49,683,173 3.18 Reduce 1.68% 0.05 $24.10–26.39 · VW $25.33i $1,255,494,000 SEC
2012   Q4 50,531,368 2.86 Reduce 10.27% 0.29 $20.69–24.90 · VW $23.32i $1,066,212,000 SEC
2012   Q3 56,313,394 2.83 Reduce 2.93% 0.08 $19.34–23.19 · VW $21.26i $1,167,939,000 SEC
2012   Q2 58,015,440 2.77 Reduce 4.82% 0.16 $19.17–22.23 · VW $20.31i $1,208,461,000 SEC
2012   Q1 60,954,836 3.32 Reduce 6.65% 0.21 $20.80–23.41 · VW $21.98i $1,412,933,000 SEC
2011   Q4 65,293,767 3.11 Reduce 9.24% 0.34 $17.81–21.79 · VW $20.34i $1,273,881,000 SEC
2011   Q3 71,937,618 3.64 Reduce 0.89% 0.03 $16.88–19.74 · VW $18.49i $1,277,612,000 SEC
2011   Q2 72,585,004 3.32 Reduce 3.82% 0.13 $17.14–21.66 · VW $19.33i $1,551,867,000 SEC
2011   Q1 75,469,723 3.28 Reduce 0.14% <0.01 $20.05–22.08 · VW $21.26i $1,594,675,000 SEC
2010   Q4 75,576,903 3.10 Reduce 4.64% 0.14 $19.12–21.13 · VW $20.36i $1,501,713,000 SEC
2010   Q3 79,251,075 2.99 Reduce 0.62% 0.02 $19.83–22.13 · VW $20.77i $1,653,970,000 SEC
2010   Q2 79,746,193 2.81 Add 6.14% 0.16 $18.41–20.50 · VW $19.57i $1,492,849,000 SEC
2010   Q1 75,131,040 4.44 Reduce 7.75% 0.28 $16.85–20.94 · VW $19.13i $156,023,081,730,227,000 SEC
2009   Q4 81,438,942 3.64 Add 0.11% <0.01 $16.18–18.22 · VW $17.18i $1,465,087,000 SEC
2009   Q3 81,348,322 3.46 Add 2.02% 0.07 $15.90–17.50 · VW $16.72i $1,348,755,000 SEC
2009   Q2 79,734,868 3.04 Add 0.02% <0.01 $14.12–17.03 · VW $15.89i $1,204,794,000 SEC
2009   Q1 79,718,991 3.72 Reduce 0.39% 0.01 $9.76–17.00 · VW $14.30i $1,065,416,000 SEC
2008   Q4 80,032,687 3.26 Reduce 0.84% 0.02 $11.34–15.99 · VW $12.97i $1,181,065,000 SEC
2008   Q3 80,712,763 2.75 Add 0.39% 0.01 $10.29–20.00 · VW $15.10i $1,404,402,000 SEC
2008   Q2 80,395,585 2.67 Add 1.19% 0.03 $17.46–21.31 · VW $19.08i $1,505,005,000 SEC
2008   Q1 79,453,393 2.23 Add 0.98% 0.02 $15.00–20.38 · VW $18.48i $1,276,816,000 SEC
2007   Q4 78,680,531 2.21 Reduce 1.23% 0.03 $16.98–19.84 · VW $18.38i $1,507,519,000 SEC
2007   Q3 79,656,810 2.30 Reduce 0.66% 0.02 $17.26–20.89 · VW $18.85i $1,316,919,000 SEC
2007   Q2 80,182,286 2.99 Reduce 0.31% <0.01 $20.06–25.16 · VW $21.85i $1,918,762,000 SEC
2007   Q1 80,429,776 2.86 Reduce 0.25% <0.01 $20.91–23.60 · VW $22.52i $1,754,978,000 SEC
2006   Q4 80,633,776 3.13 Reduce 0.23% <0.01 $22.19–24.75 · VW $23.29i $1,952,950,000 SEC
2006   Q3 80,816,816 3.64 Add 1.22% 0.04 $22.37–25.54 · VW $23.49i $1,983,245,000 SEC
2006   Q2 79,839,796 3.85 Reduce 0.00% <0.01 $22.18–27.86 · VW $24.88i $2,052,681,000 SEC
2006   Q1 79,841,744 4.20 Add 0.34% 0.01 $25.25–27.65 · VW $26.75i $2,080,906,000 SEC
2005   Q4 79,573,140 4.89 Reduce 1.39% 0.07 $25.25–31.23 · VW $27.78i $2,323,138,000 SEC
2005   Q3 80,694,776 4.70 Buy 4.70 $24.10–31.15 · VW $28.67i $2,113,598,000 SEC
2005   Q2 0 0.00 Sell 100.00% $23.42–25.23 · VW $24.25i SEC
2005   Q1 81,708,548 0.00 Add 9964.96% $21.45–24.04 · VW $23.17i $1,874,394,000 SEC
2004   Q4 811,812 7.72 Reduce 98.97% 0.56 $20.34–23.67 · VW $21.93i $172,186,220,295,398,000 SEC
2004   Q3 79,122,712 0.57 Add 1.11% <0.01 $19.76–24.32 · VW $22.28i $1,677,068,000 SEC
2004   Q2 78,257,804 0.88 Add 2.22% 0.02 $18.27–22.21 · VW $20.19i $1,668,848,000 SEC
2003   Q4 76,556,536 0.94 Add 2.24% 0.02 $19.60–21.46 · VW $20.58i $1,600,126,000 SEC
2003   Q3 74,875,816 2.59 Add 1.83% 0.05 $17.06–19.91 · VW $18.83i $1,300,863,000 SEC
2003   Q2 73,532,872 0.62 Reduce 5.26% 0.26 $16.06–19.09 · VW $17.61i $1,344,222,000 SEC
2003   Q1 77,619,260 5.02 Add 65.56% 1.99 $12.60–18.08 · VW $16.22i $1,702,752,000 SEC
2002   Q4 46,884,180 0.54 Add 2.07% 0.01 $11.56–14.28 · VW $12.95i $581,657,000 SEC
2002   Q3 45,933,448 0.47 Reduce 0.20% $12.20–14.57 · VW $13.64i $581,379,000 SEC
2002   Q2 46,026,824 0.00 Add 1.14% $11.19–15.04 · VW $13.22i $665,664,000 SEC
2002   Q1 45,506,004 0.44 Add 1.36% <0.01 $12.77–15.12 · VW $14.23i $631,850,000 SEC
2001   Q4 44,894,112 0.43 Add 4.99% 0.02 $11.69–13.37 · VW $12.68i $558,558,000 SEC
2001   Q3 42,759,996 0.17 Reduce 2.68% $9.55–12.41 · VW $11.39i $477,513,000 SEC
2001   Q2 43,935,456 0.00 Add 3.95% $10.50–11.40 · VW $10.89i $49,498,000 SEC
2001   Q1 42,264,888 0.35 Reduce 6.51% $7.03–11.21 · VW $9.72i $332,760,000 SEC
2000   Q4 45,206,148 0.00 Buy $6.84–9.25 · VW $8.11i $389,790,000 SEC
2000   Q3 0 0.00 Sell 100.00% 1.01 $5.80–8.38 · VW $7.33i SEC
2000   Q2 53,497,524 1.01 Add 0.22% <0.01 $5.19–8.15 · VW $6.55i $328,911,000 SEC
2000   Q1 53,380,560 0.34 Add 9.41% 0.03 $3.75–8.33 · VW $6.64i $338,355,000 SEC
1999   Q4 48,788,604 0.57 Add 10.32% 0.05 $4.31–6.77 · VW $5.35i $296,729,000 SEC
1999   Q3 44,224,740 0.65 Add 0.56% <0.01 $6.61–8.48 · VW $7.27i $298,433,000 SEC
1999   Q2 43,977,012 3.98 Add 0.41% 0.02 $8.30–12.68 · VW $9.83i $531,389,000 SEC
1999   Q1 43,796,508 0.89 $11.96 $523,733,000 SEC
Price snapshot:
Current price$234.48
52-week low$187.78
52-week high$239.38