John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
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
2025   Q4 0 0.00 Sell 100.00% 6.74 $197.92–237.44 · VW $216.34i SEC
2025   Q3 2,588,638 6.74 Reduce 1.87% 0.14 $199.90–249.83 · VW $226.17i $639,264,154 SEC
2025   Q2 2,637,961 7.22 Reduce 5.07% 0.46 $239.11–289.96 · VW $258.71i $703,966,272 SEC
2025   Q1 2,778,832 9.07 Reduce 1.71% 0.13 $247.98–292.99 · VW $275.30i $786,437,244 SEC
2024   Q4 2,827,156 7.83 Add 0.12% <0.01 $228.54–282.40 · VW $264.31i $677,414,849 SEC
2024   Q3 2,823,894 7.23 Add 83.21% 3.28 $239.50–270.62 · VW $259.67i $716,591,341 SEC
2024   Q2 1,541,378 3.23 Buy 3.23 $201.34–254.35 · VW $235.96i $320,159,624 SEC
2021   Q1 0 0.00 Sell 100.00% 1.80 $86.48–107.59 · VW $97.72i SEC
2020   Q4 3,015,521 1.80 Add 17.59% 0.27 $84.89–98.96 · VW $89.93i $298,175,000 SEC
2020   Q3 2,564,350 1.59 Add 159.50% 0.98 $86.22–102.05 · VW $91.79i $242,767,000 SEC
2020   Q2 988,184 0.63 Reduce 33.86% 0.42 $75.00–95.35 · VW $88.46i $79,163,000 SEC
2020   Q1 1,494,060 1.23 Buy 1.23 $62.18–83.83 · VW $74.56i $110,321,000 SEC
Price snapshot:
Current price$234.48
52-week low$187.78
52-week high$239.38