Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
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 528,364 3.83 Reduce 1.58% 0.06 $189.20–214.97 · VW $198.19i $104,742,879 SEC
2025   Q4 536,832 4.08 Add 0.55% 0.02 $197.92–237.44 · VW $216.34i $122,247,383 SEC
2025   Q3 533,889 4.47 Add 2.60% 0.11 $199.90–249.83 · VW $226.17i $131,843,889 SEC
2025   Q2 520,367 4.76 Reduce 1.66% 0.09 $239.11–289.96 · VW $258.71i $138,865,138 SEC
2025   Q1 529,154 5.52 Reduce 3.06% 0.15 $247.98–292.99 · VW $275.30i $149,755,874 SEC
2024   Q4 545,856 4.78 Add 1.71% 0.08 $228.54–282.40 · VW $264.31i $130,792,556 SEC
2024   Q3 536,693 5.18 Add 0.35% 0.02 $239.50–270.62 · VW $259.67i $136,191,216 SEC
2024   Q2 534,821 4.69 Add 0.84% 0.04 $201.34–254.35 · VW $235.96i $111,087,670 SEC
2024   Q1 530,369 4.46 Add 4.91% 0.21 $186.94–217.77 · VW $205.30i $109,690,917 SEC
2023   Q4 505,551 3.78 Add 0.82% 0.03 $149.14–193.95 · VW $177.55i $80,524,163 SEC
2023   Q3 501,431 3.79 Add 2.88% 0.11 $133.16–164.73 · VW $153.97i $69,849,338 SEC
2023   Q2 487,409 3.39 Add 1.28% 0.04 $111.41–137.28 · VW $127.39i $64,518,329 SEC
2023   Q1 481,231 4.15 Add 4.31% 0.17 $120.73–149.87 · VW $132.84i $68,844,907 SEC
2022   Q4 461,325 3.70 Add 2.31% 0.08 $124.82–144.38 · VW $137.57i $59,838,466 SEC
2022   Q3 450,924 3.55 Reduce 22.10% 0.98 $110.04–132.93 · VW $125.04i $52,402,000 SEC
2022   Q2 578,839 4.43 Reduce 19.60% 0.91 $108.64–128.58 · VW $119.96i $67,302,000 SEC
2022   Q1 719,935 4.63 Reduce 11.85% 0.53 $102.30–120.48 · VW $114.05i $82,065,000 SEC
2021   Q4 816,752 4.47 Add 1.98% 0.09 $93.11–111.85 · VW $103.63i $83,840,000 SEC
2021   Q3 800,896 4.32 Add 3.93% 0.16 $89.35–97.05 · VW $93.11i $72,393,000 SEC
2021   Q2 770,619 4.60 Add 14.08% 0.57 $89.60–101.37 · VW $95.77i $75,682,000 SEC
2021   Q1 675,502 4.32 Add 3.25% 0.14 $86.48–107.59 · VW $97.72i $64,585,000 SEC
2020   Q4 654,224 4.96 Add 6.51% 0.30 $84.89–98.96 · VW $89.93i $64,690,000 SEC
2020   Q3 614,264 5.33 Add 1.71% 0.09 $86.22–102.05 · VW $91.79i $58,152,000 SEC
2020   Q2 603,936 4.81 Add 6.98% 0.31 $75.00–95.35 · VW $88.46i $48,381,000 SEC
2020   Q1 564,538 5.31 Add 25.62% 1.08 $62.18–83.83 · VW $74.56i $41,685,000 SEC
2019   Q4 449,389 2.94 Add 67.53% 1.19 $69.03–84.20 · VW $75.46i $32,531,000 SEC
2019   Q3 268,243 2.07 Buy 2.07 $66.93–77.98 · VW $72.65i $20,722,000 SEC
Price snapshot:
Current price$234.48
Avg. buy price$101.37
+/- since buy131.30%
52-week low$187.78
52-week high$239.38