Palestra Capital Management’s Progressive PGR Stock Holding History

Palestra Capital Management’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 Q3	–	Sell	-624,965	Closed	-$167M	–	37
2025 Q2	$167M	Buy	624,965 +606,190	+3,229%	+$166M	4.85%	6
2025 Q1	$5.31M	Sell	18,775 -579,779	-97%	-$152M	0.21%	25
2024 Q4	$143M	Buy	598,554 +581,441	+3,398%	+$146M	3.93%	11
2024 Q3	$4.34M	Sell	17,113 -3,945	-19%	-$917K	0.14%	35
2024 Q2	$4.37M	Sell	21,058 -366,757	-95%	-$76.8M	0.17%	32
2024 Q1	$80.2M	Sell	387,815 -454,332	-54%	-$84.3M	2.99%	18
2023 Q4	$134M	Buy	842,147 +173,584	+26%	+$27.2M	6.66%	3
2023 Q3	$93.1M	Buy	668,563 +56,080	+9%	+$7.38M	4.92%	9
2023 Q2	$81.1M	Buy	+612,483	New	+$82.1M	4%	14

Other funds holding PGR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Palestra Capital Management's PGR Position: Q3 2025 in Review

Palestra Capital Management sold out of Progressive (PGR) in Q3 2025, closing a stake of 624,965 shares — an estimated $167M sold.

Palestra Capital Management first reported a position in PGR in Q2 2023 and held it in 9 quarters. The position peaked at $167M in Q2 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

Palestra Capital Management reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
Palestra Capital Management sold 624,965 Progressive shares in Q3 2025, an estimated $167M.
Palestra Capital Management first reported a position in Progressive in Q2 2023 and held it in 9 quarters.
Palestra Capital Management's Progressive position peaked at $167M in Q2 2025.
1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Palestra Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.