OSTERWEIS CAPITAL MANAGEMENT INC

Position in PGR — Progressive Corp/Oh/

CIK 1007524 SAN FRANCISCO, CA

Position in PGR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$28,698,411

-$5,750,615 QoQ

Shares Held

144,766

-4.3% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

1.87%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

OSTERWEIS CAPITAL MANAGEMENT INC holds $37,254,784 across 3 Insurance - Property & Casualty names. PGR ranks #1 (77.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	144,766	$28,698,411
2	PLMR	Palomar Holdings, Inc.	68,090	$8,136,755
3	WRB	Berkley W R Corp	6,331	$419,618

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,698,411	144,766	-4.3%	Shares	Sole	2026-05-15
2025-12-31	$34,449,026	151,278	+0.2%	Shares	Sole	2026-02-17
2025-09-30	$37,285,251	150,983	+14.7%	Shares	Sole	2025-11-14
2025-06-30	$35,128,916	131,638	+0.7%	Shares	Sole	2025-08-14
2025-03-31	$37,002,707	130,747	-9.8%	Shares	Sole	2025-06-05
2024-12-31	$34,747,283	145,016	-14.5%	Shares	Sole	2025-06-05
2024-09-30	$43,043,278	169,622	-1.5%	Shares	Sole	2024-11-14
2024-06-30	$35,780,954	172,264	-17.2%	Shares	Sole	2024-08-14
2024-03-31	$43,011,528	207,966	-8.2%	Shares	Sole	2024-05-15
2023-12-31	$36,100,811	226,650	-8.7%	Shares	Sole	2024-02-14
2023-09-30	$34,579,274	248,236	-2.2%	Shares	Sole	2023-11-14
2023-06-30	$33,604,639	253,869	+0.3%	Shares	Sole	2023-08-14
2023-03-31	$36,227,655	253,234	-7.3%	Shares	Sole	2023-05-15
2022-12-31	$35,451,947	273,317	-0.1%	Shares	Sole	2023-02-14
2022-09-30	$31,808,651	273,717	-12.3%	Shares	Sole	2022-11-14
2022-06-30	$36,291,587	312,132	-1.3%	Shares	Sole	2022-08-15
2022-03-31	$36,045,233	316,214	-0.4%	Shares	Other	2022-05-16
2021-12-31	$32,589,732	317,484	+1.2%	Shares	Other	2022-02-14
2021-09-30	$28,348,563	313,625	-0.1%	Shares	Other	2021-11-15
2021-06-30	$30,840,885	314,030	-0.6%	Shares	Other	2021-08-16
2021-03-31	$30,195,549	315,820	-14.4%	Shares	Other	2021-05-14
2020-12-31	$36,480,292	368,935	+0.4%	Shares	Other	2021-02-12
2020-09-30	$34,788,384	367,470	-0.5%	Shares	Other	2020-11-13
2020-06-30	$29,575,089	369,181	+0.2%	Shares	Other	2020-08-14
2020-03-31	$27,214,174	368,556	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.