SEC 13F Intelligence

No Street GP LP / PGR

No Street GP LP’s Progressive Corp Position

Does No Street GP LP own Progressive Corp (PGR)? Not currently — the last reported position was 360.0K shares worth $82M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$82M
Q4 2025
Shares
360.0K
% of Portfolio
+5.52%
Quarters Held
11
position exited

Position History PGR

Reported value by quarter
Q2 ’23: $19MQ2 ’23Q3 ’23: $25MQ4 ’23: $30MQ4 ’23Q1 ’24: $40MQ2 ’24: $56MQ2 ’24Q3 ’24: $74MQ4 ’24: $69MQ4 ’24Q1 ’25: $108MQ2 ’25: $83MQ2 ’25Q3 ’25: $89MQ4 ’25: $82MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025360.0K$82M+5.52%
Q3 2025360.0K$89M+5.85%
Q2 2025310.0K$83M+6.09%
Q1 2025380.0K$108M+8.38%
Q4 2024290.0K$69M+4.60%
Q3 2024290.0K$74M+5.67%
Q2 2024270.0K$56M+3.45%
Q1 2024195.0K$40M+2.98%
Q4 2023190.0K$30M+3.02%
Q3 2023180.0K$25M+3.00%
Q2 2023140.0K$19M+1.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See No Street GP LP’s full portfolio or all institutional holders of PGR.