Tom Bancroft - Makaira Partners
Period:    Q4 2025
Portfolio date:    31 Dec 2025
No. of stocks:    11
Portfolio value:    $127,897,188
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   Q2 0 0.00 Sell 100.00% 4.11 $239.11–289.96 · VW $258.71i SEC
2025   Q1 43,323 4.11 Reduce 86.84% 10.69 $247.98–292.99 · VW $275.30i $12,260,842 SEC
2024   Q4 329,243 12.31 Reduce 45.45% 8.95 $228.54–282.40 · VW $264.31i $78,889,915 SEC
2024   Q3 603,603 19.70 Reduce 17.02% 3.34 $239.50–270.62 · VW $259.67i $153,170,297 SEC
2024   Q2 727,431 19.60 Reduce 2.14% 0.40 $201.34–254.35 · VW $235.96i $151,094,693 SEC
2024   Q1 743,315 18.55 Reduce 6.86% 1.15 $186.94–217.77 · VW $205.30i $153,732,408 SEC
2023   Q4 798,063 16.75 $159.28 $127,115,475 SEC
2023   Q3 798,063 14.49 Add 2.08% 0.30 $133.16–164.73 · VW $153.97i $111,170,176 SEC
2023   Q2 781,783 14.00 Add 1.80% 0.25 $111.41–137.28 · VW $127.39i $103,484,616 SEC
2023   Q1 767,953 14.34 Add 10.86% 1.40 $120.73–149.87 · VW $132.84i $109,863,356 SEC
2022   Q4 692,723 13.05 Add 2.70% 0.34 $124.82–144.38 · VW $137.57i $89,853,100 SEC
2022   Q3 674,516 12.97 Add 52.19% 4.45 $110.04–132.93 · VW $125.04i $78,386,000 SEC
2022   Q2 443,203 11.64 $116.27 $51,531,000 SEC
2022   Q1 443,203 11.73 $113.99 $50,521,000 SEC
2021   Q4 443,203 8.30 Add 486.25% 6.88 $93.11–111.85 · VW $103.63i $45,495,000 SEC
2021   Q3 75,600 1.44 Buy 1.44 $89.35–97.05 · VW $93.11i $6,833,000 SEC
Price snapshot:
Current price$234.48
52-week low$187.78
52-week high$239.38