John Overdeck’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $662M | Sell |
3,030,604
-497,204
| -14% | -$100M | 0.48% | 27 |
|
|
2026
Q1 | $699M | Buy |
3,527,808
+2,581,531
| +273% | +$533M | 0.56% | 17 |
|
|
2025
Q4 | $215M | Buy |
946,277
+17,728
| +2% | +$4M | 0.3% | 58 |
|
|
2025
Q3 | $229M | Buy |
928,549
+603,208
| +185% | +$149M | 0.34% | 56 |
|
|
2025
Q2 | $86.8M | Buy |
325,341
+319,019
| +5,046% | +$87.4M | 0.15% | 171 |
|
|
2025
Q1 | $1.79M | Sell |
6,322
-931,705
| -99% | -$244M | ﹤0.01% | 1806 |
|
|
2024
Q4 | $225M | Buy |
938,027
+81,134
| +9% | +$20.4M | 0.49% | 34 |
|
|
2024
Q3 | $217M | Sell |
856,893
-96,853
| -10% | -$22.5M | 0.48% | 38 |
|
|
2024
Q2 | $198M | Sell |
953,746
-16,875
| -2% | -$3.53M | 0.45% | 49 |
|
|
2024
Q1 | $201M | Buy |
970,621
+275,411
| +40% | +$51.1M | 0.47% | 36 |
|
|
2023
Q4 | $111M | Buy |
695,210
+683,198
| +5,688% | +$107M | 0.25% | 98 |
|
|
2023
Q3 | $1.67M | Sell |
12,012
-221,445
| -95% | -$29.1M | ﹤0.01% | 1537 |
|
|
2023
Q2 | $30.9M | Sell |
233,457
-640,080
| -73% | -$85.8M | 0.08% | 304 |
|
|
2023
Q1 | $125M | Sell |
873,537
-113,602
| -12% | -$15.7M | 0.36% | 69 |
|
|
2022
Q4 | $128M | Buy |
987,139
+358,902
| +57% | +$45.5M | 0.4% | 52 |
|
|
2022
Q3 | $73M | Buy |
+628,237
| New | +$75.6M | 0.25% | 96 |
|
|
2022
Q1 | – | Sell |
-4,216
| Closed | -$433K | – | 3919 |
|
|
2021
Q4 | $433K | Buy |
+4,216
| New | +$402K | ﹤0.01% | 3382 |
|
|
2021
Q2 | – | Sell |
-236,595
| Closed | -$23.4M | – | 4451 |
|
|
2021
Q1 | $22.6M | Buy |
236,595
+54,349
| +30% | +$4.94M | 0.06% | 381 |
|
|
2020
Q4 | $18M | Sell |
182,246
-90,798
| -33% | -$8.59M | 0.05% | 406 |
|
|
2020
Q3 | $25.8M | Buy |
+273,044
| New | +$24.5M | 0.09% | 234 |
|
|
2020
Q2 | – | Sell |
-180,571
| Closed | -$13.3M | – | 3390 |
|
|
2020
Q1 | $13.3M | Sell |
180,571
-1,000,255
| -85% | -$77.1M | 0.11% | 190 |
|
|
2019
Q4 | $85.5M | Buy |
1,180,826
+838,619
| +245% | +$60.5M | 0.26% | 81 |
|
|
2019
Q3 | $26.4M | Sell |
342,207
-166,356
| -33% | -$13.1M | 0.09% | 283 |
|
|
2019
Q2 | $40.6M | Sell |
508,563
-613,748
| -55% | -$47.5M | 0.14% | 182 |
|
|
2019
Q1 | $80.9M | Sell |
1,122,311
-231,466
| -17% | -$15.9M | 0.26% | 75 |
|
|
2018
Q4 | $81.7M | Sell |
1,353,777
-833,219
| -38% | -$55.4M | 0.32% | 63 |
|
|
2018
Q3 | $155M | Buy |
2,186,996
+1,393,120
| +175% | +$89.6M | 0.42% | 29 |
|
|
2018
Q2 | $47M | Buy |
793,876
+775,796
| +4,291% | +$47.5M | 0.14% | 185 |
|
|
2018
Q1 | $1.1M | Buy |
+18,080
| New | +$1.03M | ﹤0.01% | 1944 |
|
|
2017
Q4 | – | Sell |
-129,629
| Closed | -$6.71M | – | 3370 |
|
|
2017
Q3 | $6.28M | Sell |
129,629
-680,183
| -84% | -$31.8M | 0.02% | 705 |
|
|
2017
Q2 | $35.7M | Buy |
809,812
+184,627
| +30% | +$7.67M | 0.13% | 197 |
|
|
2017
Q1 | $24.5M | Buy |
625,185
+618,984
| +9,982% | +$23.6M | 0.08% | 324 |
|
|
2016
Q4 | $220K | Sell |
6,201
-1,533,894
| -100% | -$50.7M | ﹤0.01% | 2888 |
|
|
2016
Q3 | $48.5M | Buy |
1,540,095
+547,261
| +55% | +$17.8M | 0.18% | 128 |
|
|
2016
Q2 | $33.3M | Buy |
+992,834
| New | +$32.8M | 0.14% | 166 |
|
|
2015
Q2 | – | Sell |
-390,008
| Closed | -$10.6M | – | 3019 |
|
|
2015
Q1 | $10.6M | Sell |
390,008
-1,526,264
| -80% | -$40.7M | 0.05% | 454 |
|
|
2014
Q4 | $51.7M | Sell |
1,916,272
-1,869,842
| -49% | -$49.3M | 0.29% | 82 |
|
|
2014
Q3 | $95.7M | Buy |
3,786,114
+1,215,340
| +47% | +$29.9M | 0.43% | 51 |
|
|
2014
Q2 | $65.2M | Buy |
2,570,774
+2,560,282
| +24,402% | +$63.4M | 0.29% | 75 |
|
|
2014
Q1 | $254K | Buy |
+10,492
| New | +$255K | ﹤0.01% | 1741 |
|
Other funds holding PGR
John Overdeck's PGR Position: Q2 2026 in Review
John Overdeck reduced its Progressive (PGR) stake by 14% in Q2 2026, selling an estimated $100M and leaving 3,030,604 shares worth $662M. The position accounts for 0.48% of the portfolio, ranked #27.
John Overdeck first reported a position in PGR in Q1 2014 and has held it in 40 quarters since. The position peaked at $699M in Q1 2026. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.
- John Overdeck held 3,030,604 shares of Progressive worth $662M as of Q2 2026.
- John Overdeck sold 497,204 Progressive shares in Q2 2026, an estimated $100M.
- Progressive made up 0.48% of John Overdeck's portfolio in Q2 2026, its #27 holding.
- John Overdeck first reported a position in Progressive in Q1 2014 and has held it in 40 quarters since.
- John Overdeck's Progressive position peaked at $699M in Q1 2026.
- 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.