PGR Progressive Corp.

Ownership history in PATTEN & PATTEN INC/TN  ·  36 quarters on record

AI Ownership Summary

PATTEN & PATTEN INC/TN reported Progressive Corp. (PGR) in 36 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.81% in 2025 Q1. The latest visible filing shows PGR at 1.85% 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 PATTEN & PATTEN INC/TN's position in Progressive Corp., 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
2025 Q4

PGR was reported at 1.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.81% 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 Q3 to 2025 Q4

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 PATTEN & PATTEN INC/TN held PGR — position size vs. price
% of Fund (quarterly)    PGR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 138,530 -6,281 -4.3% 1.85% $31.5M 2026-02-14 (Est.) $204.53
2025 Q3 REDUCED 144,811 -1,089 -0.7% 2.10% $35.8M 2025-10-31 $193.70
2025 Q2 REDUCED 145,900 -2,379 -1.6% 2.52% $38.9M 2025-07-28 $226.49
2025 Q1 REDUCED 148,279 -1,830 -1.2% 2.81% $42.0M 2025-05-07 $269.06
2024 Q4 REDUCED 150,109 -1,997 -1.3% 2.38% $36.0M 2025-02-10 $234.51
2024 Q3 REDUCED 152,106 -2,641 -1.7% 2.56% $38.6M 2024-11-04 $222.51
2024 Q2 REDUCED 154,747 -2,437 -1.6% 2.25% $32.1M 2024-08-13 $204.79
2024 Q1 ADDED 157,184 +2,278 +1.5% 2.32% $32.5M 2024-05-10 $198.64
2023 Q4 REDUCED 154,906 -9,399 -5.7% 2.03% $24.7M 2024-01-23 $156.73
2023 Q3 REDUCED 164,305 -534 -0.3% 2.01% $22.9M 2023-10-27 $140.14
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PATTEN & PATTEN INC/TN and PGR

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

How long has PATTEN & PATTEN INC/TN reported owning PGR?

PATTEN & PATTEN INC/TN reported PGR across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PGR position in PATTEN & PATTEN INC/TN's portfolio?

The largest reported portfolio weight for PGR was 2.81% in 2025 Q1.

What is the latest reported PGR position on this page?

The most recent filing on this page is 2025 Q4, when PATTEN & PATTEN INC/TN reported 138,530 shares, equal to 1.85% of portfolio, with an estimated market value of $31.5M.

What does the chart on this PGR ownership page compare?

The chart compares PATTEN & PATTEN INC/TN'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.

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