David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
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 83,352 3.41 Buy 3.41 $189.20–214.97 · VW $198.19i $16,523,700 SEC
2023   Q2 0 0.00 Sell 100.00% 0.08 $111.41–137.28 · VW $127.39i SEC
2023   Q1 3,500 0.08 Reduce 97.52% 3.28 $120.73–149.87 · VW $132.84i $500,000 SEC
2022   Q4 141,210 3.36 Reduce 20.90% 0.82 $124.82–144.38 · VW $137.57i $18,315,000 SEC
2022   Q3 178,530 3.90 Reduce 2.89% 0.11 $110.04–132.93 · VW $125.04i $20,746,000 SEC
2022   Q2 183,841 3.69 Reduce 21.96% 0.83 $108.64–128.58 · VW $119.96i $21,374,000 SEC
2022   Q1 235,565 3.79 Reduce 6.82% 0.23 $102.30–120.48 · VW $114.05i $26,851,000 SEC
2021   Q4 252,794 3.44 Reduce 1.25% 0.04 $93.11–111.85 · VW $103.63i $25,949,000 SEC
2021   Q3 255,997 3.26 Add 0.56% 0.02 $89.35–97.05 · VW $93.11i $23,138,000 SEC
2021   Q2 254,571 3.62 Add 4.30% 0.15 $89.60–101.37 · VW $95.77i $25,001,000 SEC
2021   Q1 244,067 3.59 Add 82.00% 1.62 $86.48–107.59 · VW $97.72i $23,334,000 SEC
2020   Q4 134,104 1.97 Buy 1.97 $84.89–98.96 · VW $89.93i $13,260,000 SEC
Price snapshot:
Current price$234.48
Avg. buy price$198.24
+/- since buy18.28%
52-week low$187.78
52-week high$239.38