FIDUCIARY MANAGEMENT INC /WI/

CIK

764532

City

MILWAUKEE

State / Country

Stock

PGR — Progressive Corp/Oh/

Top Portfolio Positions

55 positions · $8,051,822,182 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
ARMK	Aramark Industrials	10,587,895	$429,233,263	5.33%
BKNG	Booking Holdings Inc. Consumer Cyclical	93,911	$395,395,342	4.91%
SCHW	Schwab Charles Corp Financial Services	3,465,521	$325,689,663	4.04%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	1,337,332	$311,946,062	3.87%
AVY	Avery Dennison Corp Consumer Cyclical	1,252,529	$216,286,707	2.69%
CARR	CARRIER GLOBAL Corp Industrials	3,567,389	$200,879,674	2.49%
BDX	Becton Dickinson & Co Healthcare	1,239,752	$194,926,206	2.42%
ACN	Accenture plc Technology	962,367	$190,827,752	2.37%
WTM	White Mountains Insurance Group Ltd Financial Services	85,066	$186,886,599	2.32%
CDW	CDW Corp Technology	1,443,309	$174,669,255	2.17%

25 quarters · across all stocks

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$114,920,917	579,706	+42.1%	Shares	Sole	2026-05-14
2025-12-31	$92,928,205	408,081	-7.2%	Shares	Sole	2026-02-11
2025-09-30	$108,638,984	439,923	-45.7%	Shares	Sole	2025-11-14
2025-06-30	$216,236,658	810,300	-5.6%	Shares	Sole	2025-08-14
2025-03-31	$242,805,033	857,938	-3.1%	Shares	Sole	2025-05-14
2024-12-31	$212,063,955	885,038	-5.2%	Shares	Sole	2025-02-13
2024-09-30	$237,022,751	934,043	-3.2%	Shares	Sole	2024-11-14
2024-06-30	$200,473,591	965,161	-4.8%	Shares	Sole	2024-08-13
2024-03-31	$209,671,013	1,013,785	-7.0%	Shares	Sole	2024-05-14
2023-12-31	$173,669,036	1,090,338	-6.9%	Shares	Sole	2024-02-14
2023-09-30	$163,227,839	1,171,772	-2.1%	Shares	Sole	2023-11-13
2023-06-30	$158,438,021	1,196,933	+14.2%	Shares	Sole	2023-08-11
2023-03-31	$149,963,646	1,048,257	-4.7%	Shares	Sole	2023-05-12
2022-12-31	$142,713,686	1,100,252	-9.1%	Shares	Sole	2023-02-14
2022-09-30	$140,636,179	1,210,190	-36.5%	Shares	Sole	2022-11-14
2022-06-30	$221,509,000	1,905,126	-22.7%	Shares	Sole	2022-08-12
2022-03-31	$280,932,230	2,464,534	-13.7%	Shares	Sole	2022-05-12
2021-12-31	$293,145,098	2,855,773	-6.9%	Shares	Sole	2022-02-11
2021-09-30	$277,297,990	3,067,795	+1.2%	Shares	Sole	2021-11-12
2021-06-30	$297,861,207	3,032,901	+3.0%	Shares	Sole	2021-08-13
2021-03-31	$281,594,683	2,945,243	+17.9%	Shares	Sole	2021-05-13
2020-12-31	$247,037,836	2,498,360	-7.6%	Shares	Sole	2021-02-12
2020-09-30	$255,932,866	2,703,421	-2.0%	Shares	Sole	2020-11-13
2020-06-30	$220,884,659	2,757,267	—	Shares	Sole	2020-08-11
No 13F history on record for this holder in this stock.