John Armitage’s Progressive PGR Stock Holding History

John Armitage’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
2025 Q4	–	Sell	-2,588,638	Closed	-$639M	–	30
2025 Q3	$639M	Sell	2,588,638 -49,323	-2%	-$12.2M	6.74%	4
2025 Q2	$704M	Sell	2,637,961 -140,871	-5%	-$38.6M	7.22%	3
2025 Q1	$786M	Sell	2,778,832 -48,324	-2%	-$12.6M	9.07%	2
2024 Q4	$677M	Buy	2,827,156 +3,262	+0.1%	+$821K	7.83%	2
2024 Q3	$717M	Buy	2,823,894 +1,282,516	+83%	+$298M	7.23%	2
2024 Q2	$320M	Buy	+1,541,378	New	+$323M	3.23%	16
2021 Q1	–	Sell	-3,015,521	Closed	-$298M	–	38
2020 Q4	$298M	Buy	3,015,521 +451,171	+18%	+$42.7M	1.69%	21
2020 Q3	$243M	Buy	2,564,350 +1,576,166	+160%	+$142M	1.5%	25
2020 Q2	$79.2M	Sell	988,184 -505,876	-34%	-$39.5M	0.59%	27
2020 Q1	$110M	Buy	+1,494,060	New	+$115M	1.14%	24

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

John Armitage's PGR Position: Q4 2025 in Review

John Armitage sold out of Progressive (PGR) in Q4 2025, closing a stake of 2,588,638 shares — an estimated $639M sold.

John Armitage first reported a position in PGR in Q1 2020 and held it in 10 quarters. The position peaked at $786M in Q1 2025. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

John Armitage reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
John Armitage sold 2,588,638 Progressive shares in Q4 2025, an estimated $639M.
John Armitage first reported a position in Progressive in Q1 2020 and held it in 10 quarters.
John Armitage's Progressive position peaked at $786M in Q1 2025.
1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Egerton Capital (UK)'s 13F filing for Q4 2025, filed 11 Feb 2026.