Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Progressive Corp. (PGR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 528,364 3.83 Reduce 1.58% 0.06 $198.24 $104,742,879 SEC
2025   Q4 536,832 4.08 Add 0.55% 0.02 $227.72 $122,247,383 SEC
2025   Q3 533,889 4.47 Add 2.60% 0.11 $246.95 $131,843,889 SEC
2025   Q2 520,367 4.76 Reduce 1.66% 0.09 $266.86 $138,865,138 SEC
2025   Q1 529,154 5.52 Reduce 3.06% 0.15 $283.01 $149,755,874 SEC
2024   Q4 545,856 4.78 Add 1.71% 0.08 $239.61 $130,792,556 SEC
2024   Q3 536,693 5.18 Add 0.35% 0.02 $253.76 $136,191,216 SEC
2024   Q2 534,821 4.69 Add 0.84% 0.04 $207.71 $111,087,670 SEC
2024   Q1 530,369 4.46 Add 4.91% 0.21 $206.82 $109,690,917 SEC
2023   Q4 505,551 3.78 Add 0.82% 0.03 $159.28 $80,524,163 SEC
2023   Q3 501,431 3.79 Add 2.88% 0.11 $139.30 $69,849,338 SEC
2023   Q2 487,409 3.39 Add 1.28% 0.04 $132.37 $64,518,329 SEC
2023   Q1 481,231 4.15 Add 4.31% 0.17 $143.06 $68,844,907 SEC
2022   Q4 461,325 3.70 Add 2.31% 0.08 $129.71 $59,838,466 SEC
2022   Q3 450,924 3.55 Reduce 22.10% 0.98 $116.21 $52,402,000 SEC
2022   Q2 578,839 4.43 Reduce 19.60% 0.91 $116.27 $67,302,000 SEC
2022   Q1 719,935 4.63 Reduce 11.85% 0.53 $113.99 $82,065,000 SEC
2021   Q4 816,752 4.47 Add 1.98% 0.09 $102.65 $83,840,000 SEC
2021   Q3 800,896 4.32 Add 3.93% 0.16 $90.39 $72,393,000 SEC
2021   Q2 770,619 4.60 Add 14.08% 0.57 $98.21 $75,682,000 SEC
2021   Q1 675,502 4.32 Add 3.25% 0.14 $95.61 $64,585,000 SEC
2020   Q4 654,224 4.96 Add 6.51% 0.30 $0.10 $64,690 SEC
2020   Q3 614,264 5.33 Add 1.71% 0.09 $94.67 $58,152,000 SEC
2020   Q2 603,936 4.81 Add 6.98% 0.31 $80.11 $48,381,000 SEC
2020   Q1 564,538 5.31 Add 25.62% 1.08 $73.84 $41,685,000 SEC
2019   Q4 449,389 2.94 Add 67.53% 1.19 $72.39 $32,531,000 SEC
2019   Q3 268,243 2.07 Buy 2.07 $77.25 $20,722,000 SEC