11
PGR
PROGRESSIVE CORP · Financials
Consensus score 11/100 · #44 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+11.9%
21-day momentum
+15.3%
recent volume
0.99×
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
+10.7%
30-wk MA slope
-0.3%
rel. strength
-12.9
52-wk range
63%
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
8
tracked managers
New this Q
1
opened a position
Avg weight
2.5%
of their portfolios
Combined value
$1.09B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Marshfield Associates Concentrated | 9.7% | $487M | TRIM |
| Giverny Capital Quality compounder | 3.8% | $105M | TRIM |
| Wedgewood Partners Quality growth | 3.4% | $17M | NEW |
| Markel Group Concentrated | 1.3% | $149M | HOLD |
| Viking Global Investors Concentrated | 0.9% | $320M | ADD |
| Fairholme Capital Deep value | 0.9% | $13M | ADD |
| Tweedy Browne Graham/global value | 0.2% | $3M | HOLD |
| Brave Warrior Concentrated | 0.0% | $355K | ADD |
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.