Here's Why Progressive (PGR) was 31% Up in Q1
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2024 investor letter. A copy of the same can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Markel Gayner Asset Management Tom Gayner | 753,750 | $155,890,574 | 1.53% | |
2. | Impax Asset Management Ian Simm | 39,850 | $8,241,777 | -31% | 0.03% |
3. | Zevenbergen Capital Investments Nancy Zevenbergen | 19,305 | $3,992,660 | -2% | 0.08% |
4. | Aubrey Capital Management Andrew Dalrymple And Barry Mccorkell | 19,000 | $3,404,681 | -5% | 1.2% |
5. | Lee Munder Capital Group Lee Munder | 8,000 | $1,654,560 | 0.09% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$97.48 | 8 | Director | 11,615 | 2020-10-16 | Filing | |
$67.34 | 292 | Director | 12,304 | 2019-02-11 | Filing | |
$30.28 | 50,000 | Officer | 106,003 | 2016-02-01 | Filing | |
$26.46 | 18 | Officer | 40,127 | 2015-02-10 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$208.33 | 1,000 | Director | 7,176 | 2024-04-17 | Filing | |
$189.49 | 8,464 | Officer | 32,342 | 2024-03-05 | Filing | |
$190.26 | 29,675 | Officer | 15,189 | 2024-02-21 | Filing | |
$169.24 | 551 | Officer | 27,921 | 2024-01-17 | Filing | |
$169.24 | 1,293 | Officer | 39,040 | 2024-01-17 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 51,466,781 | $8,197,628,877 | 0.17% | |
2. | 46,568,481 | $7,417,427,584 | 0.18% | |
3. | 26,384,751 | $4,202,563,249 | 0.44% | |
4. | 24,452,376 | $3,894,774,449 | 0.18% | |
5. | 20,675,872 | $3,293,252,893 | 0.61% |