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Makaira Partners’s Progressive PGR Stock Holding History

Makaira Partners’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
Q2 		– Sell
-43,323
Closed -$12.3M – 14
2025
Q1 		$12.3M Sell
43,323
-285,920
-87% -$74.8M 4.11% 9
2024
Q4 		$78.9M Sell
329,243
-274,360
-45% -$69.1M 12.31% 3
2024
Q3 		$153M Sell
603,603
-123,828
-17% -$28.8M 19.7% 1
2024
Q2 		$151M Sell
727,431
-15,884
-2% -$3.32M 19.6% 1
2024
Q1 		$154M Sell
743,315
-54,748
-7% -$10.2M 18.55% 1
2023
Q4 		$127M Hold
798,063
– – 16.75% 1
2023
Q3 		$111M Buy
798,063
+16,280
+2% +$2.14M 14.49% 2
2023
Q2 		$103M Buy
781,783
+13,830
+2% +$1.85M 14% 2
2023
Q1 		$110M Buy
767,953
+75,230
+11% +$10.4M 14.34% 2
2022
Q4 		$89.9M Buy
692,723
+18,207
+3% +$2.31M 13.05% 4
2022
Q3 		$78.4M Buy
674,516
+231,313
+52% +$27.9M 12.97% 3
2022
Q2 		$51.5M Hold
443,203
– – 11.64% 4
2022
Q1 		$50.5M Hold
443,203
– – 10.39% 5
2021
Q4 		$45.5M Buy
443,203
+367,603
+486% +$35.1M 8.3% 7
2021
Q3 		$6.83M Buy
+75,600
New +$7.21M 1.44% 8

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Makaira Partners's PGR Position: Q2 2025 in Review

Makaira Partners sold out of Progressive (PGR) in Q2 2025, closing a stake of 43,323 shares — an estimated $12.3M sold.

Makaira Partners first reported a position in PGR in Q3 2021 and held it in 15 quarters. The position peaked at $154M in Q1 2024. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Makaira Partners reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
  • Makaira Partners sold 43,323 Progressive shares in Q2 2025, an estimated $12.3M.
  • Makaira Partners first reported a position in Progressive in Q3 2021 and held it in 15 quarters.
  • Makaira Partners's Progressive position peaked at $154M in Q1 2024.
  • 1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Makaira Partners's 13F filing for Q2 2025, filed 14 Aug 2025.