Question 1

Does Giverny Capital own PGR stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Giverny Capital holds 542,292 shares of PGR (Progressive), worth $118.5M.

Question 2

How many shares of PGR does Giverny Capital own?

Accepted Answer

As of its Q2 2026 13F, Giverny Capital holds 542,292 shares of PGR (Progressive).

Question 3

What is Giverny Capital's PGR position worth?

Accepted Answer

As of its Q2 2026 13F, Giverny Capital's PGR position is worth $118.5M.

Question 4

Is Giverny Capital buying or selling PGR?

Accepted Answer

In Q2 2026, Giverny Capital increased its PGR position by 13,928 shares (+2.6%).

Question 5

When did Giverny Capital first buy PGR?

Accepted Answer

Giverny Capital already held PGR in its Q3 2019 13F, the earliest on record, and has listed it in 28 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	542,292	+2.6%	$118.5M	4.0%	$218.25	57
2026-Q1	Decreased	528,364	-1.6%	$104.7M	3.8%	$197.95	0
2025-Q4	Increased	536,832	+0.6%	$122.2M	4.1%	$213.81	56
2025-Q3	Increased	533,889	+2.6%	$131.8M	4.5%	$231.77	57
2025-Q2	Decreased	520,367	-1.7%	$138.9M	4.8%	$250.36	0
2025-Q1	Decreased	529,154	-3.1%	$149.8M	5.5%	$265.42	0
2024-Q4	Increased	545,856	+1.7%	$130.8M	4.8%	$220.47	56
2024-Q3	Increased	536,693	+0.3%	$136.2M	5.2%	$233.40	59