John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
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 1,010 <0.01 Reduce 7.68% <0.01 $189.20–214.97 · VW $198.19i $200,222 SEC
2025   Q4 1,094 <0.01 Reduce 0.55% $197.92–237.44 · VW $216.34i $249,126 SEC
2025   Q3 1,100 <0.01 Add 40.13% <0.01 $199.90–249.83 · VW $226.17i $271,645 SEC
2025   Q2 785 <0.01 Reduce 5.19% <0.01 $239.11–289.96 · VW $258.71i $209,485 SEC
2025   Q1 828 <0.01 Buy <0.01 $247.98–292.99 · VW $275.30i $234,332 SEC
2024   Q4 0 0.00 Sell 100.00% <0.01 $228.54–282.40 · VW $264.31i SEC
2024   Q3 869 <0.01 Reduce 16.92% <0.01 $239.50–270.62 · VW $259.67i $220,517 SEC
2024   Q2 1,046 <0.01 Reduce 24.91% <0.01 $201.34–254.35 · VW $235.96i $217,265 SEC
2024   Q1 1,393 <0.01 Reduce 7.93% <0.01 $186.94–217.77 · VW $205.30i $288,100 SEC
2023   Q4 1,513 <0.01 Add 6.85% <0.01 $149.14–193.95 · VW $177.55i $240,991 SEC
2023   Q3 1,416 <0.01 Add 11.76% <0.01 $133.16–164.73 · VW $153.97i $197,249 SEC
2023   Q2 1,267 <0.01 Reduce 8.06% <0.01 $111.41–137.28 · VW $127.39i $167,713 SEC
2023   Q1 1,378 <0.01 Reduce 98.06% 0.09 $120.73–149.87 · VW $132.84i $197,137 SEC
2022   Q4 70,885 0.09 Reduce 35.89% 0.05 $124.82–144.38 · VW $137.57i $9,194,493 SEC
2022   Q3 110,567 0.14 Reduce 32.99% 0.06 $110.04–132.93 · VW $125.04i $12,849,000 SEC
2022   Q2 165,009 0.19 Reduce 53.06% 0.19 $108.64–128.58 · VW $119.96i $19,186,000 SEC
2022   Q1 351,562 0.36 Reduce 56.97% 0.40 $102.30–120.48 · VW $114.05i $40,074,000 SEC
2021   Q4 816,970 0.71 Reduce 6.68% 0.05 $93.11–111.85 · VW $103.63i $83,862,000 SEC
2021   Q3 875,420 0.72 Add 4.19% 0.03 $89.35–97.05 · VW $93.11i $79,129,000 SEC
2021   Q2 840,201 0.78 Add 4.84% 0.04 $89.60–101.37 · VW $95.77i $82,516,000 SEC
2021   Q1 801,447 0.75 Add 28.57% 0.17 $86.48–107.59 · VW $97.72i $76,626,000 SEC
2020   Q4 623,354 0.69 Reduce 15.89% 0.16 $84.89–98.96 · VW $89.93i $61,637,000 SEC
2020   Q3 741,155 1.02 Reduce 11.89% 0.12 $86.22–102.05 · VW $91.79i $70,165,000 SEC
2020   Q2 841,182 1.03 Reduce 6.70% 0.08 $75.00–95.35 · VW $88.46i $67,387,000 SEC
2020   Q1 901,632 1.17 Reduce 5.70% 0.05 $62.18–83.83 · VW $74.56i $66,577,000 SEC
2019   Q4 956,173 0.87 Reduce 0.89% <0.01 $69.03–84.20 · VW $75.46i $69,217,000 SEC
2019   Q3 964,740 1.00 Add 5.24% 0.05 $66.93–77.98 · VW $72.65i $74,526,000 SEC
2019   Q2 916,702 0.93 Reduce 0.63% <0.01 $74.28–84.96 · VW $78.35i $73,272,000 SEC
2019   Q1 922,501 0.83 Add 9.32% 0.07 $71.39–81.00 · VW $77.22i $66,503,000 SEC
2018   Q4 843,883 0.71 Reduce 7.96% 0.06 $56.71–73.42 · VW $67.68i $50,911,000 SEC
2018   Q3 916,909 0.73 Reduce 0.37% <0.01 $61.48–73.69 · VW $67.15i $65,137,000 SEC
2018   Q2 920,272 0.63 Reduce 1.79% 0.01 $58.30–67.88 · VW $64.57i $54,434,000 SEC
2018   Q1 937,052 0.67 Reduce 1.04% <0.01 $56.98–63.28 · VW $60.78i $57,095,000 SEC
2017   Q4 946,873 0.62 Reduce 16.07% 0.10 $50.79–59.36 · VW $55.91i $53,328,000 SEC
2017   Q3 1,128,176 0.65 Reduce 10.66% 0.07 $43.59–53.71 · VW $50.16i $54,626,000 SEC
2017   Q2 1,262,773 0.68 Reduce 16.98% 0.12 $42.32–49.01 · VW $45.94i $55,676,000 SEC
2017   Q1 1,520,958 0.73 Reduce 10.33% 0.08 $38.61–42.46 · VW $41.17i $59,591,000 SEC
2016   Q4 1,696,257 0.74 Reduce 0.30% <0.01 $33.28–39.26 · VW $37.24i $60,217,000 SEC
2016   Q3 1,701,394 0.68 Reduce 3.89% 0.03 $30.54–33.70 · VW $32.51i $53,594,000 SEC
2016   Q2 1,770,198 0.78 Add 16.91% 0.11 $31.14–34.29 · VW $32.66i $59,302,000 SEC
2016   Q1 1,514,200 0.67 Add 7.73% 0.05 $31.99–35.54 · VW $33.61i $53,209,000 SEC
2015   Q4 1,405,610 0.56 Add 25.97% 0.12 $29.32–32.57 · VW $31.27i $44,698,000 SEC
2015   Q3 1,115,810 0.45 Buy 0.45 $29.12–33.95 · VW $31.30i $34,188,000 SEC
Price snapshot:
Current price$234.48
Avg. buy price$272.68
+/- since buy-14.01%
52-week low$187.78
52-week high$239.38