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Marshfield Associates’s Progressive PGR Stock Holding History

Marshfield Associates’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 		$487M Sell
2,455,384
-70,350
-3% -$14.5M 9.75% 3
2025
Q4 		$575M Buy
2,525,734
+948,281
+60% +$214M 10.08% 2
2025
Q3 		$390M Buy
1,577,453
+653,763
+71% +$161M 6.74% 6
2025
Q2 		$246M Sell
923,690
-13,552
-1% -$3.71M 5.04% 10
2025
Q1 		$265M Buy
937,242
+63,996
+7% +$16.7M 5.75% 8
2024
Q4 		$209M Buy
873,246
+3,025
+0.3% +$762K 4.53% 11
2024
Q3 		$221M Buy
870,221
+2,749
+0.3% +$639K 4.69% 13
2024
Q2 		$180M Sell
867,472
-405,654
-32% -$84.9M 3.98% 14
2024
Q1 		$263M Sell
1,273,126
-2,488
-0.2% -$462K 5.4% 10
2023
Q4 		$203M Buy
1,275,614
+135,485
+12% +$21.2M 4.13% 14
2023
Q3 		$159M Buy
1,140,129
+22,227
+2% +$2.92M 3.93% 13
2023
Q2 		$148M Sell
1,117,902
-20,345
-2% -$2.73M 3.85% 14
2023
Q1 		$163M Buy
1,138,247
+3,807
+0.3% +$525K 4.78% 13
2022
Q4 		$147M Sell
1,134,440
-5,145
-0.5% -$652K 4.53% 13
2022
Q3 		$132M Sell
1,139,585
-14,145
-1% -$1.7M 4.99% 10
2022
Q2 		$134M Sell
1,153,730
-10,427
-0.9% -$1.18M 5.07% 12
2022
Q1 		$133M Buy
1,164,157
+387
+0% +$41.9K 5.2% 11
2021
Q4 		$119M Buy
1,163,770
+15,681
+1% +$1.5M 4.73% 11
2021
Q3 		$104M Buy
1,148,089
+678,123
+144% +$64.6M 4.53% 12
2021
Q2 		$46.2M Buy
+469,966
New +$46.5M 1.9% 15

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Marshfield Associates's PGR Position: Q1 2026 in Review

Marshfield Associates reduced its Progressive (PGR) stake by 2.8% in Q1 2026, selling an estimated $14.5M and leaving 2,455,384 shares worth $487M. The position accounts for 9.75% of the portfolio, ranked #3.

Marshfield Associates first reported a position in PGR in Q2 2021 and has held it in 20 quarters since. The position peaked at $575M in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Marshfield Associates held 2,455,384 shares of Progressive worth $487M as of Q1 2026.
  • Marshfield Associates sold 70,350 Progressive shares in Q1 2026, an estimated $14.5M.
  • Progressive made up 9.75% of Marshfield Associates's portfolio in Q1 2026, its #3 holding.
  • Marshfield Associates first reported a position in Progressive in Q2 2021 and has held it in 20 quarters since.
  • Marshfield Associates's Progressive position peaked at $575M in Q4 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Marshfield Associates's 13F filing for Q1 2026, filed 15 May 2026.