SI
PGR icon

Scharf Investments’s Progressive PGR Stock Holding History

Scharf Investments’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
-3,475
Closed -$927K – 79
2025
Q2 		$927K Buy
3,475
+161
+5% +$44.1K 0.03% 51
2025
Q1 		$938K Sell
3,314
-161
-5% -$42.1K 0.03% 49
2024
Q4 		$833K Buy
3,475
+161
+5% +$40.5K 0.02% 50
2024
Q3 		$841K Sell
3,314
-161
-5% -$37.4K 0.02% 49
2024
Q2 		$722K Hold
3,475
– – 0.02% 52
2024
Q1 		$719K Sell
3,475
-68
-2% -$12.6K 0.02% 49
2023
Q4 		$564K Sell
3,543
-1
-0% -$157 0.02% 50
2023
Q3 		$494K Sell
3,544
-283
-7% -$37.2K 0.01% 46
2023
Q2 		$507K Buy
3,827
+1
+0% +$134 0.02% 48
2023
Q1 		$547K Sell
3,826
-163
-4% -$22.5K 0.02% 47
2022
Q4 		$517K Sell
3,989
-91
-2% -$11.5K 0.02% 49
2022
Q3 		$474K Sell
4,080
-386
-9% -$46.5K 0.02% 49
2022
Q2 		$519K Sell
4,466
-2,675
-37% -$303K 0.02% 48
2022
Q1 		$814K Sell
7,141
-916,754
-99% -$99.2M 0.02% 45
2021
Q4 		$94.9M Sell
923,895
-73,055
-7% -$6.97M 2.81% 19
2021
Q3 		$90.1M Sell
996,950
-9,163
-0.9% -$873K 2.84% 19
2021
Q2 		$98.8M Buy
1,006,113
+40,568
+4% +$4.01M 3% 18
2021
Q1 		$92.3M Sell
965,545
-182,307
-16% -$16.6M 3.2% 18
2020
Q4 		$114M Sell
1,147,852
-26,406
-2% -$2.5M 4.27% 12
2020
Q3 		$111M Sell
1,174,258
-224,012
-16% -$20.1M 4.79% 7
2020
Q2 		$112M Buy
1,398,270
+398,473
+40% +$31.1M 5.02% 8
2020
Q1 		$73.8M Buy
+999,797
New +$77.1M 3.69% 13

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Scharf Investments's PGR Position: Q3 2025 in Review

Scharf Investments sold out of Progressive (PGR) in Q3 2025, closing a stake of 3,475 shares — an estimated $927K sold.

Scharf Investments first reported a position in PGR in Q1 2020 and held it in 22 quarters. The position peaked at $114M in Q4 2020. 1,801 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Scharf Investments reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Scharf Investments sold 3,475 Progressive shares in Q3 2025, an estimated $927K.
  • Scharf Investments first reported a position in Progressive in Q1 2020 and held it in 22 quarters.
  • Scharf Investments's Progressive position peaked at $114M in Q4 2020.
  • 1,801 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Scharf Investments's 13F filing for Q3 2025, filed 13 Nov 2025.