Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Progressive Corp. (PGR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2016   Q1 0 0.00 Sell 100.00% <0.01 SEC
2015   Q4 7,350 <0.01 $31.84 $234,000 SEC
2015   Q3 7,350 <0.01 $30.61 $225,000 SEC
2015   Q2 7,350 <0.01 Buy <0.01 $27.89 $205,000 SEC
2014   Q3 0 0.00 Sell 100.00% 0.04 SEC
2014   Q2 570,530 0.04 Reduce 97.93% 1.87 $25.36 $14,469,000 SEC
2014   Q1 27,605,771 1.91 Reduce 14.86% 0.33 $24.22 $668,612,000 SEC
2013   Q4 32,423,950 2.21 Reduce 3.05% 0.07 $27.27 $884,201,000 SEC
2013   Q3 33,443,093 2.42 Reduce 6.83% 0.16 $27.23 $910,655,000 SEC
2013   Q2 35,893,072 2.37 Reduce 38.13% 1.06 $25.42 $912,402,000 SEC
2012   Q2 58,015,440 2.77 Reduce 4.82% 0.16 $20.83 $1,208,461,000 SEC
2012   Q1 60,954,836 3.32 Reduce 6.65% 0.21 $23.18 $1,412,933,000 SEC
2011   Q4 65,293,767 3.11 Reduce 9.24% 0.34 $19.51 $1,273,881,000 SEC
2011   Q3 71,937,618 3.64 Reduce 0.89% 0.03 $17.76 $1,277,612,000 SEC
2011   Q2 72,585,004 3.32 Reduce 3.82% 0.13 $21.38 $1,551,867,000 SEC
2011   Q1 75,469,723 3.28 Reduce 0.14% <0.01 $21.13 $1,594,675,000 SEC
2010   Q4 75,576,903 3.10 Reduce 4.64% 0.12 $19.87 $1,501,713,000 SEC
2010   Q3 79,251,075 2.49 Reduce 0.62% 0.02 $8.25 $653,970,000 SEC
2010   Q2 79,746,193 2.95 Add 6.14% 0.17 $18.72 $1,492,849,000 SEC
2010   Q1 75,131,040 4.44 Reduce 7.75% 0.28 $2,076,679,382.19 $156,023,081,730,227,000 SEC
2009   Q4 81,438,942 3.64 Add 0.11% <0.01 $17.99 $1,465,087,000 SEC
2009   Q3 81,348,322 3.46 Add 2.02% 0.07 $16.58 $1,348,755,000 SEC
2009   Q2 79,734,868 3.04 Add 0.02% <0.01 $15.11 $1,204,794,000 SEC
2009   Q1 79,718,991 3.72 Reduce 0.39% 0.01 $13.36 $1,065,416,000 SEC
2008   Q4 80,032,687 3.26 Reduce 0.84% 0.02 $14.76 $1,181,065,000 SEC
2008   Q3 80,712,763 2.75 Add 0.39% 0.01 $17.40 $1,404,402,000 SEC
2008   Q2 80,395,585 2.67 Add 1.19% 0.03 $18.72 $1,505,005,000 SEC
2008   Q1 79,453,393 2.23 Add 0.98% 0.02 $16.07 $1,276,816,000 SEC
2007   Q4 78,680,531 2.21 Reduce 1.23% 0.03 $19.16 $1,507,519,000 SEC
2007   Q3 79,656,810 2.30 Reduce 0.66% 0.02 $16.53 $1,316,919,000 SEC
2007   Q2 80,182,286 2.99 Reduce 0.31% <0.01 $23.93 $1,918,762,000 SEC
2007   Q1 80,429,776 2.86 Reduce 0.25% <0.01 $21.82 $1,754,978,000 SEC
2006   Q4 80,633,776 3.13 Reduce 0.23% <0.01 $24.22 $1,952,950,000 SEC
2006   Q3 80,816,816 3.64 Add 1.22% 0.04 $24.54 $1,983,245,000 SEC
2006   Q2 79,839,796 3.85 Add 299.99% 2.89 $25.71 $2,052,681,000 SEC
2006   Q1 19,960,436 4.20 Add 0.34% 0.01 $104.25 $2,080,906,000 SEC
2005   Q4 19,893,285 4.89 Reduce 1.39% 0.07 $116.78 $2,323,138,000 SEC
2005   Q3 20,173,694 4.70 Buy 4.70 $104.77 $2,113,598,000 SEC
2005   Q2 0 0.00 Sell 100.00% SEC
2005   Q1 20,427,137 0.00 Add 9,964.96% $91.76 $1,874,394,000 SEC
2004   Q4 202,953 7.72 Reduce 98.97% 0.56 $848,404,410,358.05 $172,186,220,295,398,000 SEC
2004   Q3 19,780,678 0.57 Add 1.11% <0.01 $84.78 $1,677,068,000 SEC
2004   Q2 19,564,451 0.88 Add 2.22% 0.02 $85.30 $1,668,848,000 SEC
2003   Q4 19,139,134 0.94 Add 2.24% 0.02 $83.60 $1,600,126,000 SEC
2003   Q3 18,718,954 2.59 Add 1.83% 0.05 $69.49 $1,300,863,000 SEC
2003   Q2 18,383,218 0.62 Reduce 5.26% 0.26 $73.12 $1,344,222,000 SEC
2003   Q1 19,404,815 5.02 Add 65.56% 1.99 $87.75 $1,702,752,000 SEC
2002   Q4 11,721,045 0.54 Add 2.07% 0.01 $49.63 $581,657,000 SEC
2002   Q3 11,483,362 0.47 Reduce 0.20% $50.63 $581,379,000 SEC
2002   Q2 11,506,706 0.00 Add 203.43% $57.85 $665,664,000 SEC
2002   Q1 3,792,167 0.44 Add 1.36% <0.01 $166.62 $631,850,000 SEC
2001   Q4 3,741,176 0.43 Add 4.99% 0.02 $149.30 $558,558,000 SEC
2001   Q3 3,563,333 0.17 Reduce 2.68% $134.01 $477,513,000 SEC
2001   Q2 3,661,288 0.00 Add 3.95% $13.52 $49,498,000 SEC
2001   Q1 3,522,074 0.35 Reduce 6.51% $94.48 $332,760,000 SEC
2000   Q4 3,767,179 0.00 Buy $103.47 $389,790,000 SEC
2000   Q3 0 0.00 Sell 100.00% 1.01 SEC
2000   Q2 4,458,127 1.01 Add 0.22% <0.01 $73.78 $328,911,000 SEC
2000   Q1 4,448,380 0.34 Add 9.41% 0.03 $76.06 $338,355,000 SEC
1999   Q4 4,065,717 0.57 Add 10.32% 0.05 $72.98 $296,729,000 SEC
1999   Q3 3,685,395 0.65 Add 0.56% <0.01 $80.98 $298,433,000 SEC
1999   Q2 3,664,751 3.98 Add 0.41% 0.02 $145.00 $531,389,000 SEC
1999   Q1 3,649,709 0.89 $143.50 $523,733,000 SEC