BloombergSen Inc.

CIK

1484047

City

TORONTO

State / Country

Stock

PGR — Progressive Corp/Oh/

Top Portfolio Positions

28 positions · $1,176,552,447 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
CI	Cigna Group Healthcare	1,004,056	$267,831,938	22.76%
HCA	HCA Healthcare, Inc. Healthcare	247,398	$117,078,629	9.95%
PGR	Progressive Corp/Oh/ Financial Services	539,864	$107,022,639	9.10%
CPAY	Corpay, Inc. Technology	326,425	$94,986,410	8.07%
AON	Aon plc Financial Services	254,006	$81,988,056	6.97%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	774,438	$66,710,089	5.67%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	1,020,516	$66,425,386	5.65%
BKNG	Booking Holdings Inc. Consumer Cyclical	15,427	$64,952,603	5.52%
CIGI	Colliers International Group Inc. Real Estate	565,314	$60,426,413	5.14%
HURN	Huron Consulting Group Inc. Industrials	436,065	$55,593,926	4.73%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$107,022,639	539,864	-3.4%	Shares	Sole	2026-05-08
2025-12-31	$127,204,392	558,600	-7.2%	Shares	Sole	2026-02-06
2025-09-30	$148,616,979	601,810	-1.0%	Shares	Sole	2025-10-29
2025-06-30	$162,267,959	608,064	-8.9%	Shares	Sole	2025-07-18
2025-03-31	$188,885,402	667,416	-1.7%	Shares	Sole	2025-05-06
2024-12-31	$162,724,422	679,122	0.0%	Shares	Sole	2025-02-12
2024-09-30	$172,333,998	679,122	0.0%	Shares	Sole	2024-10-31
2024-06-30	$141,060,430	679,122	-3.4%	Shares	Sole	2024-07-29
2024-03-31	$145,413,073	703,090	-1.9%	Shares	Sole	2024-05-14
2023-12-31	$114,208,219	717,028	-1.9%	Shares	Sole	2024-02-13
2023-09-30	$101,765,615	730,550	-2.3%	Shares	Sole	2023-11-13
2023-06-30	$98,985,094	747,791	-3.9%	Shares	Sole	2023-08-14
2023-03-31	$111,358,047	778,401	-4.1%	Shares	Sole	2023-05-15
2022-12-31	$105,264,593	811,538	-5.1%	Shares	Sole	2023-02-14
2022-09-30	$99,371,752	855,105	-7.1%	Shares	Sole	2022-11-10
2022-06-30	$107,022,349	920,464	-2.4%	Shares	Sole	2022-08-11
2022-03-31	$107,557,088	943,566	-0.5%	Shares	Sole	2022-05-16
2021-12-31	$97,330,984	948,183	-0.3%	Shares	Sole	2022-02-11
2021-09-30	$85,942,631	950,798	+1.4%	Shares	Sole	2021-11-16
2021-06-30	$92,132,077	938,113	0.0%	Shares	Sole	2021-08-11
2021-03-31	$89,692,983	938,113	+12.5%	Shares	Sole	2021-05-14
2020-12-31	$82,442,386	833,762	+18.2%	Shares	Sole	2021-02-11
2020-09-30	$66,764,124	705,230	-9.8%	Shares	Sole	2020-11-12
2020-06-30	$62,665,967	782,249	+4.4%	Shares	Sole	2020-08-12
2020-03-31	$55,326,761	749,279	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.