17
PGR
PROGRESSIVE CORP · Financials
Consensus score 17/100 · #38 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-10-14
vs 50-day avg
-0.7%
21-day momentum
-3.5%
recent volume
1.08×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S1· BasingStage Analysis · Weinstein
vs 30-wk avg
+2.3%
30-wk MA slope
+0.5%
rel. strength
-14.7
52-wk range
41%
Basing after a decline — accumulation; not yet a buy. Watch for a Stage 2 breakout. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
7
tracked managers
New this Q
0
opened a position
Avg weight
3.2%
of their portfolios
Combined value
$796M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Marshfield Associates Concentrated | 11.0% | $470M | TRIM |
| Wedgewood Partners Quality growth | 4.8% | $23M | ADD |
| Giverny Capital Quality compounder | 4.0% | $118M | ADD |
| Markel Group Concentrated | 1.3% | $165M | HOLD |
| Fairholme Capital Deep value | 1.1% | $16M | ADD |
| Tweedy Browne Graham/global value | 0.2% | $3M | HOLD |
| Brave Warrior Concentrated | 0.0% | $391K | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.