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John W. Rogers Jr. is back in PGR after about 3 years out, now 0.79% of the portfolio.

Re-entered with 34,565 shares worth $7.55M; the fund had sold out of the name in 2023 Q1.
Published · Based on SEC filings

Low impact
Re-entry
2026 Q2

John W. Rogers Jr.'s Ariel Appreciation Fund returned to Progressive Corp (PGR) in 2026 Q2, according to the NPORT-P filed with the SEC on August 20, 2026: 34.6K shares worth about $7.6M at June 30, 2026, 0.79% of the portfolio. The fund had sold out of the name in 2023 Q1. PGR enters the book as the 45th largest of 45 stock positions.

What did the 2026 Q2 filing report for PGR?

As of June 30, 2026, from the NPORT-P filed August 20, 2026.

Value
Shares 34.6K
Reported value $7.6M
Portfolio weight 0.79%
Rank in portfolio 45th of 45
Sold out in 2023 Q1
Out for about 3 years

How big is the returning PGR position?

John W. Rogers Jr. opened 5 stock positions in 2026 Q2; PGR is the 5th largest of them by weight. An average stock position in the John W. Rogers Jr. portfolio is 2% of the reported value, so the new name starts below the fund's typical size.

Where does PGR sit in the John W. Rogers Jr. portfolio?

PGR ranks 45th of 45 stock positions in the John W. Rogers Jr. portfolio at 0.79%, below the fund's average stock position of 2%. The PGR purchase was the 18th largest of the quarter's 39 position changes by percent change to portfolio. The largest stock position is CRL at 4.05%. Next come MSGE at 3.41% and OSW at 3.39%. The three largest stocks together are 10.84% of the book. Across the 2026 Q2 portfolio, John W. Rogers Jr. reported 45 stock positions, with 5 opened and 3 closed. The total portfolio value is about $959.5M, up 10% from the prior quarter.

John W. Rogers Jr. buys and sells, 2026 Q2

When did John W. Rogers Jr. hold PGR before?

John W. Rogers Jr. held PGR before. The fund first reported the name in the quarter ended September 30, 2019, sold out in 2023 Q1 and is back after about 3 years out. The weight peaked at 4.34% in 2020 Q1. Every reported trade is on the John W. Rogers Jr. PGR trade history page.

John W. Rogers Jr. shares of PGR by quarter

Did other funds buy or sell PGR in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 20, 2026, 8 hold PGR. One other tracked fund sold out of it. The largest buyers of PGR this quarter were Francois Rochon, Parnassus Endeavor Fund and David Rolfe. The largest sellers were Ole Andreas Halvorsen and Paul Lountzis. Every tracked holder of PGR is on the PGR ownership page.

FAQ

How many PGR shares does John W. Rogers Jr. hold?

John W. Rogers Jr. holds 34.6K shares of PGR as of June 30, 2026, worth about $7.6M.

What is PGR's weight in the John W. Rogers Jr. portfolio?

PGR is 0.79% of the John W. Rogers Jr. portfolio and ranks 45th of 45 stocks by weight.

Has John W. Rogers Jr. owned PGR before?

Yes. John W. Rogers Jr. held PGR before. The fund first reported the name in the quarter ended September 30, 2019, sold out in 2023 Q1 and is back after about 3 years out.

How many other tracked funds hold PGR?

8 other tracked funds that had filed for 2026 Q2 hold PGR.

Source: based on original SEC filings

Figures are from the fund's N-PORT report, which lists its positions at period-end values.
Stocks mentioned
Amelia Ingram
Amelia Ingram
Valuesider analyst