TIMUCUAN ASSET MANAGEMENT INC/FL

Position in PGR — Progressive Corp/Oh/

CIK 1034541 JACKSONVILLE, FL

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Position in PGR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$198,569,302

+$17,338,691 QoQ

Shares Held

908,992

-0.6% QoQ

Ownership

0.156%

of shares outstanding

% of Portfolio

8.34%

of 13F equity value

Holder Rank

#83

of 1,818 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PGR Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

TIMUCUAN ASSET MANAGEMENT INC/FL holds $292,694,437 across 2 Insurance - Property & Casualty names. PGR ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PGR	Progressive Corp/Oh/ This page	908,992	$198,569,302
2	KNSL	Kinsale Capital Group, Inc.	285,392	$94,125,135

All Filings in PGR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$198,569,302	908,992	-0.6%	Shares	Sole	2026-08-13
2026-03-31	$181,230,611	914,198	-0.4%	Shares	Sole	2026-05-14
2025-12-31	$208,931,505	917,493	-1.5%	Shares	Sole	2026-02-13
2025-09-30	$230,138,384	931,923	-1.0%	Shares	Sole	2025-11-13
2025-06-30	$251,252,959	941,516	-4.9%	Shares	Sole	2025-08-13
2025-03-31	$280,061,035	989,580	-7.2%	Shares	Sole	2025-05-14
2024-12-31	$255,639,669	1,066,899	-0.3%	Shares	Sole	2025-02-13
2024-09-30	$271,449,102	1,069,708	-12.6%	Shares	Sole	2024-11-13
2024-06-30	$254,132,354	1,223,496	-1.4%	Shares	Sole	2024-08-13
2024-03-31	$256,518,639	1,240,299	-0.5%	Shares	Sole	2024-05-14
2023-12-31	$198,522,450	1,246,374	-2.2%	Shares	Sole	2024-02-13
2023-09-30	$177,543,282	1,274,539	+32.1%	Shares	Sole	2023-11-13
2023-06-30	$127,705,810	964,764	-0.6%	Shares	Sole	2023-08-11
2023-03-31	$138,904,679	970,954	-0.4%	Shares	Sole	2023-05-12
2022-12-31	$126,436,249	974,761	-15.2%	Shares	Sole	2023-02-10
2022-09-30	$133,553,180	1,149,240	-37.2%	Shares	Sole	2022-11-14
2022-06-30	$212,769,798	1,829,963	-7.2%	Shares	Sole	2022-08-11
2022-03-31	$224,838,549	1,972,441	-14.4%	Shares	Sole	2022-05-12
2021-12-31	$236,394,840	2,302,921	+2.0%	Shares	Sole	2022-02-11
2021-09-30	$204,016,918	2,257,074	+2.6%	Shares	Sole	2021-11-10
2021-06-30	$216,091,266	2,200,298	-0.1%	Shares	Sole	2021-08-11
2021-03-31	$210,670,324	2,203,434	+17.0%	Shares	Sole	2021-05-12
2020-12-31	$186,163,056	1,882,717	+37.5%	Shares	Sole	2021-02-12
2020-09-30	$129,616,389	1,369,139	-0.6%	Shares	Sole	2020-11-12
2020-06-30	$110,374,837	1,377,791	-0.4%	Shares	Sole	2020-08-07
2020-03-31	$102,185,699	1,383,880	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.