WhaleCreep

Which hedge funds own PGR? PROGRESSIVE CORP, Q2 2026 13F holders

Financial ServicesInsurance - Property & Casualty

86 tracked hedge funds disclosed a position in PGR (PROGRESSIVE CORP) in their Q2 2026 13F filings, worth $4.4bn in total. The largest holder by portfolio weight is Courant Investment Management LLC at 24.6% of its book. 24 opened a new position this quarter: Gillson Capital LP, New Vernon Investment Management LLC, Dockside LLC, Oxford Asset Management LLP. 18 exited: Viking Global Investors LP, Lombard Odier Asset Management (USA) Corp, Bayview Asset Management, LLC.

86
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
24
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
18
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$178m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$391m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$4.4bn
Combined value
Sum of the holders' reported positions in the security.
6.9%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

86 rows
Courant Investment Management LLC Hedge fund24.6%$25.4m116,1700.0%held
BloombergSen Inc. Hedge fund12.7%$114m521,399−3.4%reduced
LFL Advisers, LLC Hedge fund10.1%$37.7m172,599+23%added
Consulta Ltd Hedge fund7.1%$197m900,000+50%added
Gillson Capital LP Hedge fund4.1%$70.1m321,100–new
Giverny Capital (François Rochon) Long-only investor4.0%$118m542,292+2.6%added
Holowesko Partners Ltd. Hedge fund3.4%$13.5m62,0000.0%held
Karl Kapital LLC Hedge fund2.9%$4.9m22,529−7.9%reduced
Sovereign's Capital Management, LLC Hedge fund2.8%$4.2m19,250+34%added
NZS Capital, LLC Hedge fund2.7%$106m484,418+1.0%added
Port Capital LLC Hedge fund2.1%$51.9m237,808−2.7%reduced
Kensico Capital Management Corp Hedge fund1.9%$109m498,5000.0%held
New Vernon Investment Management LLC Hedge fund1.7%$1.4m6,502–new
Dockside LLC Hedge fund1.4%$5.9m26,926–new
Markel Group Investment holding company1.3%$165m753,7500.0%held
Fairholme Capital Management (Bruce Berkowitz) Long-only investor1.1%$15.8m72,200+8.7%added
Cunning Capital Partners, LP Hedge fund0.8%$2.0m9,3110.0%held
Dymon Asia Capital (Singapore) Pte. Ltd. Hedge fund0.7%$4.6m21,100+10%added
Woodline Partners LP Hedge fund0.6%$205m937,837+226%added
Lighthouse Investment Partners, LLC Hedge fund0.6%$20.2m92,515+413%added
Basswood Capital Management, L.L.C. Hedge fund0.6%$14.5m66,458+21%added
Arrowstreet Capital, Limited Partnership Hedge fund0.6%$1.3bn6.09m+129%added
Teza Capital Management LLC Hedge fund0.6%$293k1,342−26%reduced
Two Sigma Investments, LP Hedge fund0.5%$662m3.03m−14%reduced
Oxford Asset Management LLP Hedge fund0.4%$846k3,871–new
Waratah Capital Advisors Ltd. Hedge fund0.4%$5.3m24,367–new
Lecap Asset Management Ltd Hedge fund0.4%$870k3,982–new
Kintegral Advisory, LLC Hedge fund0.3%$3.9m17,9220.0%held
Gladstone Capital Management LLP Hedge fund0.3%$3.2m14,640–new
MQS Management LLC Hedge fund0.3%$244k1,119–new
Y-Intercept (Hong Kong) Ltd Hedge fund0.3%$14.8m67,696–new
Tobam Hedge fund0.3%$1.2m5,274−4.1%reduced
Polar Capital Holdings Plc Hedge fund0.3%$93.5m428,000−5.5%reduced
Emmett Investment Management, LP Hedge fund0.3%$360k1,600–new
Freestone Grove Partners LP Hedge fund0.2%$37.5m171,841–new
Tweedy, Browne Long-only investor0.2%$3.0m13,7110.0%held
Skylands Capital, LLC Hedge fund0.2%$1.7m7,625−27%reduced
IFM Investors Pty Ltd Hedge fund0.2%$28.5m130,260+11%added
Walleye Capital LLC Hedge fund0.2%$36.1m165,343+919%added
Edgestream Partners, L.P. Hedge fund0.2%$5.7m26,143+1993%added
Catalyst Funds Management Pty Ltd Hedge fund0.2%$2.9m13,250–new
Stevens Capital Management LP Hedge fund0.2%$655k2,999−34%reduced
Qsemble Capital Management, LP Hedge fund0.1%$1.2m5,339−91%reduced
Adage Capital Partners GP, L.L.C. Hedge fund0.1%$105m480,785−5.7%reduced
Quantitative Investment Management, LLC Hedge fund0.1%$1.3m6,135−68%reduced
Numerai GP LLC Hedge fund0.1%$1.6m7,467−8.7%reduced
Tremblant Capital Group Hedge fund0.1%$4.5m20,717+1.4%added
Candriam S.C.A. Hedge fund0.1%$26.7m122,421−6.0%reduced
Entropy Technologies, LP Hedge fund0.1%$3.0m13,721–new
Parallax Volatility Advisers, L.P. Hedge fund0.1%$3.1m14,337–new