PROGRESSIVE CORP (PGR) Institutional Selling Activity
Several institutional investors tracked by InsiderSet reduced exposure to PROGRESSIVE CORP (PGR) during the quarter ended June 30, 2026 based on sequential SEC Form 13F filings.
The largest disclosed institutional seller of PGR during the latest reporting period reduced its reported position by approximately $585.43M based on quarter-end filing values.
Institutional selling activity may reflect profit-taking, sector rotation, portfolio rebalancing, or changing conviction levels among major investment firms. InsiderSet tracks quarter-over-quarter holding reductions, full exits, estimated value changes, and historical selling activity using publicly disclosed SEC filing data.
The investors covered on this page collectively reduced approximately $2.43B in reported PGR exposure during the latest filing period, although many institutional holders continue to maintain significant long-term ownership positions in PROGRESSIVE CORP.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2026 | Lountzis Asset Management | Sell | -2,999 | 68,543 | $14,973,218 |
| Q2 2026 | Sequoia Financial Advisors | Sell | -1,936 | 135,459 | $29,591,065 |
| Q1 2026 | Giverny Capital | Sell | -8,468 | 528,364 | $104,742,879 |
| Q1 2026 | Ariel Appreciation Fund | Sell | -84 | 1,010 | $200,222 |
| Q1 2026 | Lountzis Asset Management | Sell | -78 | 71,542 | $14,182,486 |
| Q4 2025 | Renaissance Technologies LLC | Sell | -51,200 | 264,300 | $60,186,396 |
| Q4 2025 | Lountzis Asset Management | Sell | -487 | 71,620 | $16,309,306 |
| Q4 2025 | Ariel Appreciation Fund | Sell | -6 | 1,094 | $249,126 |
| Q3 2025 | Renaissance Technologies LLC | Sell | -166,700 | 315,500 | $77,912,725 |
| Q3 2025 | Egerton Capital UK | Sell | -49,323 | 2,588,638 | $639,264,154 |
| Q3 2025 | Cullen Value Fund | Sell | -741 | 7,411 | $1,820,802 |
| Q3 2025 | Lountzis Asset Management | Sell | -243 | 72,107 | $17,806,824 |
| Q2 2025 | Egerton Capital UK | Sell | -140,871 | 2,637,961 | $703,966,272 |
| Q2 2025 | Renaissance Technologies LLC | Sell | -85,500 | 482,200 | $128,679,892 |
| Q2 2025 | Parnassus Endeavor Fund | Sell | -18,904 | 392,685 | $104,791,919 |
| Q2 2025 | Giverny Capital | Sell | -8,787 | 520,367 | $138,865,138 |
| Q2 2025 | Cullen Value Fund | Sell | -553 | 8,152 | $2,175,504 |
| Q2 2025 | Lountzis Asset Management | Sell | -104 | 72,350 | $19,307,321 |
| Q2 2025 | Ariel Appreciation Fund | Sell | -43 | 785 | $209,485 |
| Q1 2025 | Viking Global Investors | Sell | -1,105,297 | 1,068,406 | $302,369,582 |
| Q1 2025 | Renaissance Technologies LLC | Sell | -243,300 | 567,700 | $160,664,777 |
| Q1 2025 | Egerton Capital UK | Sell | -48,324 | 2,778,832 | $786,437,244 |
| Q1 2025 | Parnassus Endeavor Fund | Sell | -37,653 | 411,589 | $116,483,803 |
| Q1 2025 | Giverny Capital | Sell | -16,702 | 529,154 | $149,755,874 |
| Q1 2025 | Lountzis Asset Management | Sell | -6,401 | 72,454 | $19,532,149 |
| Q1 2025 | Tweedy, Browne Co All Funds (US) | Sell | -875 | 13,711 | $3,880,350 |
| Q1 2025 | Cullen Value Fund | Sell | -278 | 8,705 | $2,463,473 |
| Q1 2025 | Ariel Appreciation Fund | Sell | -41 | 828 | $234,332 |
| Q4 2024 | Viking Global Investors | Sell | -1,312,172 | 2,173,703 | $520,840,976 |
| Q4 2024 | Parnassus Endeavor Fund | Sell | -153,483 | 449,242 | $107,642,876 |
Frequently asked questions about PGR activity
Which institutional owners are buying PGR?
Institutional owners buying PGR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PGR activity?
"Buy" means an investor increased their reported position in PGR compared to the prior reporting period. This reflects growing exposure to PROGRESSIVE CORP (PGR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PGR increasing?
Institutional interest in PGR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.