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Timucuan Asset Management’s Progressive PGR Stock Holding History

Timucuan Asset 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
2026
Q1 		$181M Sell
914,198
-3,295
-0.4% -$680K 6.67% 7
2025
Q4 		$209M Sell
917,493
-14,430
-2% -$3.26M 6.78% 8
2025
Q3 		$230M Sell
931,923
-9,593
-1% -$2.36M 6.74% 6
2025
Q2 		$251M Sell
941,516
-48,064
-5% -$13.2M 7.35% 5
2025
Q1 		$280M Sell
989,580
-77,319
-7% -$20.2M 8.71% 1
2024
Q4 		$256M Sell
1,066,899
-2,809
-0.3% -$707K 7.82% 2
2024
Q3 		$271M Sell
1,069,708
-153,788
-13% -$35.8M 8.24% 1
2024
Q2 		$254M Sell
1,223,496
-16,803
-1% -$3.52M 8.74% 1
2024
Q1 		$257M Sell
1,240,299
-6,075
-0.5% -$1.13M 8.66% 1
2023
Q4 		$199M Sell
1,246,374
-28,165
-2% -$4.41M 6.94% 5
2023
Q3 		$178M Buy
1,274,539
+309,775
+32% +$40.7M 7.12% 4
2023
Q2 		$128M Sell
964,764
-6,190
-0.6% -$830K 5.02% 11
2023
Q1 		$139M Sell
970,954
-3,807
-0.4% -$525K 5.81% 9
2022
Q4 		$126M Sell
974,761
-174,479
-15% -$22.1M 5.48% 9
2022
Q3 		$134M Sell
1,149,240
-680,723
-37% -$82M 6.39% 2
2022
Q2 		$213M Sell
1,829,963
-142,478
-7% -$16.2M 9.88% 1
2022
Q1 		$225M Sell
1,972,441
-330,480
-14% -$35.7M 8.73% 1
2021
Q4 		$236M Buy
2,302,921
+45,847
+2% +$4.38M 8.67% 1
2021
Q3 		$204M Buy
2,257,074
+56,776
+3% +$5.41M 7.9% 1
2021
Q2 		$216M Sell
2,200,298
-3,136
-0.1% -$310K 8.56% 1
2021
Q1 		$211M Buy
2,203,434
+320,717
+17% +$29.1M 9.32% 1
2020
Q4 		$186M Buy
1,882,717
+513,578
+38% +$48.6M 9.51% 1
2020
Q3 		$130M Sell
1,369,139
-8,652
-0.6% -$778K 7.56% 2
2020
Q2 		$110M Sell
1,377,791
-6,089
-0.4% -$475K 7.14% 4
2020
Q1 		$102M Buy
1,383,880
+466,541
+51% +$36M 8.28% 4
2019
Q4 		$66.4M Buy
+917,339
New +$66.1M 3.45% 16

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 $147M AUM 25.76% 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

Timucuan Asset Management's PGR Position: Q1 2026 in Review

Timucuan Asset Management reduced its Progressive (PGR) stake by 0.36% in Q1 2026, selling an estimated $680K and leaving 914,198 shares worth $181M. The position accounts for 6.67% of the portfolio, ranked #7.

Timucuan Asset Management first reported a position in PGR in Q4 2019 and has held it in 26 quarters since. The position peaked at $280M in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Timucuan Asset Management held 914,198 shares of Progressive worth $181M as of Q1 2026.
  • Timucuan Asset Management sold 3,295 Progressive shares in Q1 2026, an estimated $680K.
  • Progressive made up 6.67% of Timucuan Asset Management's portfolio in Q1 2026, its #7 holding.
  • Timucuan Asset Management first reported a position in Progressive in Q4 2019 and has held it in 26 quarters since.
  • Timucuan Asset Management's Progressive position peaked at $280M in Q1 2025.
  • 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Timucuan Asset Management's 13F filing for Q1 2026, filed 14 May 2026.