GoodHaven Capital Management’s Progressive PGR Stock Holding History

GoodHaven Capital Management’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.4M	Sell	57,448 -22	-0%	-$4.54K	3.97%	11
2025 Q4	$13.1M	Hold	57,470	–	–	4.24%	11
2025 Q3	$14.2M	Sell	57,470 -50	-0.1%	-$12.3K	4.57%	10
2025 Q2	$15.3M	Sell	57,520 -150	-0.3%	-$41.1K	5.33%	7
2025 Q1	$16.3M	Sell	57,670 -2,300	-4%	-$602K	5.53%	7
2024 Q4	$14.4M	Hold	59,970	–	–	4.63%	8
2024 Q3	$15.2M	Hold	59,970	–	–	5.05%	9
2024 Q2	$12.5M	Sell	59,970 -60	-0.1%	-$12.6K	4.57%	9
2024 Q1	$12.4M	Hold	60,030	–	–	4.67%	9
2023 Q4	$9.56M	Sell	60,030 -425	-0.7%	-$66.5K	4.15%	9
2023 Q3	$8.42M	Hold	60,455	–	–	4.42%	8
2023 Q2	$8M	Sell	60,455 -50	-0.1%	-$6.7K	4.8%	6
2023 Q1	$8.66M	Sell	60,505 -15	-0%	-$2.07K	5.57%	6
2022 Q4	$7.85M	Hold	60,520	–	–	5.28%	6
2022 Q3	$7.03M	Hold	60,520	–	–	5.09%	7
2022 Q2	$7.04M	Hold	60,520	–	–	5.18%	6
2022 Q1	$6.9M	Hold	60,520	–	–	4.12%	7
2021 Q4	$6.21M	Buy	60,520 +85	+0.1%	+$8.11K	3.63%	9
2021 Q3	$5.46M	Buy	60,435 +160	+0.3%	+$15.2K	3.55%	10
2021 Q2	$5.92M	Buy	60,275 +300	+0.5%	+$29.7K	3.94%	10
2021 Q1	$5.73M	Buy	59,975 +31,300	+109%	+$2.84M	4.29%	10
2020 Q4	$2.83M	Sell	28,675 -1,425	-5%	-$135K	2.36%	14
2020 Q3	$2.85M	Hold	30,100	–	–	2.61%	11
2020 Q2	$2.41M	Hold	30,100	–	–	2.5%	14
2020 Q1	$2.22M	Buy	+30,100	New	+$2.32M	2.44%	17

Other funds holding PGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GoodHaven Capital Management's PGR Position: Q1 2026 in Review

GoodHaven Capital Management reduced its Progressive (PGR) stake by 0.04% in Q1 2026, selling an estimated $4.54K and leaving 57,448 shares worth $11.4M. The position accounts for 3.97% of the portfolio, ranked #11.

GoodHaven Capital Management first reported a position in PGR in Q1 2020 and has held it in 25 quarters since. The position peaked at $16.3M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

GoodHaven Capital Management held 57,448 shares of Progressive worth $11.4M as of Q1 2026.
GoodHaven Capital Management sold 22 Progressive shares in Q1 2026, an estimated $4.54K.
Progressive made up 3.97% of GoodHaven Capital Management's portfolio in Q1 2026, its #11 holding.
GoodHaven Capital Management first reported a position in Progressive in Q1 2020 and has held it in 25 quarters since.
GoodHaven Capital Management's Progressive position peaked at $16.3M in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on GoodHaven Capital Management's 13F filing for Q1 2026, filed 12 May 2026.