13F

Position

NWAM LLC in Progressive Corp

Back to the book · All holders of PROGRESSIVE CORP

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$85.5K$224.50$198.25

QuarterSharesValueImplied pxEst. markFlowWeight
Q2 20253.63K$949K0.1%
Q3 20253.39K$824.1K$242.81−$64.4K−$60.5K0.0%
Q4 20253.26K$732.3K$224.50−$59.7K−$32.1K0.0%
Q1 20263.26K$645.9K$198.25−$85.5K−$8980.0%