Kensico Capital Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105M | Hold |
393,800
| – | – | 2.02% | 14 |
|
|
2025
Q1 | $111M | Hold |
393,800
| – | – | 2.51% | 14 |
|
|
2024
Q4 | $94.4M | Sell |
393,800
-5,700
| -1% | -$1.37M | 2.16% | 17 |
|
|
2024
Q3 | $101M | Hold |
399,500
| – | – | 2.69% | 15 |
|
|
2024
Q2 | $83M | Sell |
399,500
-203,700
| -34% | -$42.3M | 2.58% | 16 |
|
|
2024
Q1 | $125M | Sell |
603,200
-8,100
| -1% | -$1.68M | 4.11% | 11 |
|
|
2023
Q4 | $97.4M | Sell |
611,300
-31,200
| -5% | -$4.97M | 3.69% | 12 |
|
|
2023
Q3 | $89.5M | Buy |
642,500
+50,200
| +8% | +$6.99M | 3.79% | 12 |
|
|
2023
Q2 | $78.4M | Buy |
+592,300
| New | +$78.4M | 3.17% | 13 |
|