John Armitage
Egerton Capital
John Armitage Progressive Corp stake
total: 222
Egerton Capital PGR trades
- Total transactions:
- 12
- New positions:
- 2
- Sold out:
- 2
- Added:
- 4
- Reduced:
- 4
- Held since:
- 2024 Q2
- Held for:
- 6 quarters
- Latest activity:
- 2025 Q4
According to 2026 Q2 report, John Armitage doesn't hold any Progressive Corp (PGR) shares. To date, the estimated cost basis is nearly $228.64 for "buy" trades and estimated average "sell" price is $248.56. Egerton Capital first purchased PGR in 2020 Q1, initially acquiring about 1.49M shares. John Armitage later completely sold out the position and invested in Progressive Corp again in 2024 Q2. Since the initial investment in Progressive Corp (PGR), Egerton Capital has made 11 more transactions.
When did John Armitage sell Progressive Corp (PGR)?
John Armitage sold off the entire Progressive Corp (PGR) position in 2025 Q4.
When did John Armitage buy Progressive Corp (PGR)?
John Armitage first invested in Progressive Corp (PGR) in 2020 Q1 at the reported quarter-end price of $73.84 per share.
What's the cost basis of Egerton Capital's PGR stake?
The estimated cost basis for Progressive Corp (PGR) stake is around $228.64 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $228.64
- Weighted AVG sell price:
- $248.56
John Armitage's historical trades in Progressive Corp
12 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
0.00%
|
0
|
$246.95
|
|
-100% (-2,588,638)
|
-6.74%
|
|
2025 Q3
|
6.74%
|
2,588,638
|
$246.95
|
$639,264,154
|
-1.87% (-49,323)
|
-0.12%
|
|
2025 Q2
|
7.22%
|
2,637,961
|
$266.86
|
$703,966,272
|
-5.07% (-140,871)
|
-0.43%
|
|
2025 Q1
|
9.07%
|
2,778,832
|
$283.01
|
$786,437,244
|
-1.71% (-48,324)
|
-0.16%
|
|
2024 Q4
|
7.83%
|
2,827,156
|
$239.61
|
$677,414,849
|
+0.12% (+3,262)
|
+0.01%
|
|
2024 Q3
|
7.23%
|
2,823,894
|
$253.76
|
$716,591,341
|
+83.21% (+1,282,516)
|
+3.28%
|
|
2024 Q2
|
3.23%
|
1,541,378
|
$207.71
|
$320,159,624
|
new
|
+3.23%
|
|
2021 Q1
|
0.00%
|
0
|
$98.88
|
|
-100% (-3,015,521)
|
-1.69%
|
|
2020 Q4
|
1.69%
|
$98.88
|
+17.59% (+451,171)
|
|||
|
2020 Q3
|
1.50%
|
$94.67
|
+159.50% (+1,576,166)
|
|||
|
2020 Q2
|
0.59%
|
$80.11
|
-33.86% (-505,876)
|
|||
|
2020 Q1
|
1.14%
|
$73.84
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.