François Rochon trimmed PGR · PROGRESSIVE CORP/OH/
$106M · now 3.6% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 12
43 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$237 now
OUR VALUE
$237 today
low $504mid $672high $840
2 models, as of 2026-11-12.
They sold below our value.
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