Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
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 753,750 1.25 $198.24 $149,423,400 SEC
2025   Q4 753,750 1.37 $227.72 $171,643,949 SEC
2025   Q3 753,750 1.51 $246.95 $186,138,563 SEC
2025   Q2 753,750 1.70 $266.86 $201,145,726 SEC
2025   Q1 753,750 1.89 $283.01 $213,318,787 SEC
2024   Q4 753,750 1.59 $239.61 $180,606,038 SEC
2024   Q3 753,750 1.73 $253.76 $191,271,600 SEC
2024   Q2 753,750 1.54 $207.71 $156,561,413 SEC
2024   Q1 753,750 1.54 $206.82 $155,890,574 SEC
2023   Q4 753,750 1.31 $159.28 $120,057,301 SEC
2023   Q3 753,750 1.27 $139.30 $104,997,375 SEC
2023   Q2 753,750 1.19 $132.37 $99,773,889 SEC
2023   Q1 753,750 1.38 $143.06 $107,831,475 SEC
2022   Q4 753,750 1.32 $129.71 $97,768,913 SEC
2022   Q3 753,750 1.30 $116.21 $87,593,000 SEC
2022   Q2 753,750 1.26 Add 0.40% <0.01 $108.64–128.58 · VW $119.96i $87,638,000 SEC
2022   Q1 750,750 1.03 Add 4.13% 0.04 $102.30–120.48 · VW $114.05i $85,578,000 SEC
2021   Q4 721,000 0.86 Add 2.63% 0.02 $93.11–111.85 · VW $103.63i $74,011,000 SEC
2021   Q3 702,500 0.81 Add 1.33% 0.01 $89.35–97.05 · VW $93.11i $63,499,000 SEC
2021   Q2 693,300 0.87 Add 0.17% <0.01 $89.60–101.37 · VW $95.77i $68,089,000 SEC
2021   Q1 692,100 0.92 Add 2.31% 0.02 $86.48–107.59 · VW $97.72i $66,172,000 SEC
2020   Q4 676,500 1.00 Add 0.30% <0.01 $84.89–98.96 · VW $89.93i $66,893,000 SEC
2020   Q3 674,500 1.09 $94.67 $63,855,000 SEC
2020   Q2 674,500 1.01 $80.11 $54,035,000 SEC
2020   Q1 674,500 0.94 Add 5.39% 0.05 $62.18–83.83 · VW $74.56i $49,805,000 SEC
2019   Q4 640,000 0.65 Add 10.73% 0.06 $69.03–84.20 · VW $75.46i $46,329,000 SEC
2019   Q3 578,000 0.68 Add 7.43% 0.05 $66.93–77.98 · VW $72.65i $44,650,000 SEC
2019   Q2 538,000 0.67 Add 15.20% 0.09 $74.28–84.96 · VW $78.35i $43,002,000 SEC
2019   Q1 467,000 0.57 Add 8.86% 0.05 $71.39–81.00 · VW $77.22i $33,666,000 SEC
2018   Q4 429,000 0.50 Add 1.06% <0.01 $56.71–73.42 · VW $67.68i $25,881,000 SEC
2018   Q3 424,500 0.51 Add 34.76% 0.13 $61.48–73.69 · VW $67.15i $30,156,000 SEC
2018   Q2 315,000 0.35 Add 50.00% 0.12 $58.30–67.88 · VW $64.57i $18,632,000 SEC
2018   Q1 210,000 0.25 Buy 0.25 $56.98–63.28 · VW $60.78i $12,795,000 SEC
2009   Q3 0 0.00 Sell 100.00% 0.07 $15.90–17.50 · VW $16.72i SEC
2009   Q2 46,516 0.07 $15.11 $703,000 SEC
2009   Q1 46,516 0.07 $13.44 $625,000 SEC
2008   Q4 46,516 0.06 $14.81 $689,000 SEC
2008   Q3 46,516 0.05 $17.39 $809,000 SEC
2008   Q2 46,516 0.06 $18.72 $871,000 SEC
2008   Q1 46,516 0.04 $16.08 $748,000 SEC
2007   Q4 46,516 0.05 $19.15 $891,000 SEC
Price snapshot:
Current price$234.48
Avg. buy price$71.47
+/- since buy228.06%
52-week low$187.78
52-week high$239.38