Horizon Investment Services, LLC PGR PROGRESSIVE CORP OHIO

Ownership history in Horizon Investment Services, LLC  ·  38 quarters on record

AI Ownership Summary

Horizon Investment Services, LLC reported PROGRESSIVE CORP OHIO (PGR) in 38 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.56% in 2025 Q1. The latest visible filing shows PGR at 1.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Horizon Investment Services, LLC's position in PROGRESSIVE CORP OHIO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PGR was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.56% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Horizon Investment Services, LLC held PGR — position size vs. price
% of Fund (quarterly)    PGR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 14,931 -354 -2.3% 1.03% $3.0M 2026-05-15 $199.73
2025 Q4 REDUCED 9.0% -7.4% 15,285 -1,512 -9.0% 1.25% $3.5M 2026-02-13 $204.42
2025 Q3 REDUCED 16,797 -792 -4.5% 1.57% $4.1M 2025-11-05 $196.36
2025 Q2 REDUCED 5.7% -8.4% 17,589 -1,054 -5.7% 2.06% $4.7M 2025-08-06 $232.52
2025 Q1 ADDED 18,643 +1,137 +6.5% 2.56% $5.3M 2025-05-05 $264.96
2024 Q4 ADDED 17,506 +3,462 +24.7% 1.78% $4.2M 2025-02-12 $241.05
2024 Q3 ADDED 14,044 +8,824 +169.0% 1.52% $3.6M 2024-11-12 $241.61
2024 Q2 REDUCED 5,220 -20 -0.4% 0.51% $1.1M 2024-08-05 $194.17
2024 Q1 REDUCED 5,240 -7 -0.1% 0.53% $1.1M 2024-05-07 $198.26
2023 Q4 UNCHANGED 5,247 0% 0.45% $836K 2024-02-12 $167.73
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Horizon Investment Services, LLC and PGR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Horizon Investment Services, LLC reported owning PGR?

Horizon Investment Services, LLC reported PGR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PGR position in Horizon Investment Services, LLC's portfolio?

The largest reported portfolio weight for PGR was 2.56% in 2025 Q1.

What is the latest reported PGR position on this page?

The most recent filing on this page is 2026 Q1, when Horizon Investment Services, LLC reported 14,931 shares, equal to 1.03% of portfolio, with an estimated market value of $3.0M.

What does the chart on this PGR ownership page compare?

The chart compares Horizon Investment Services, LLC's quarterly PGR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Horizon Investment Services, LLC time their PGR position?

Based on 13F filing dates vs. subsequent PGR price moves, Horizon Investment Services, LLC correctly timed 14 out of 31 reported position changes (45%). The annualised alpha on PGR relative to SPY over the holding period was +6.4%.

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