BB
Bruce Berkowitz (Fairholme Capital) disclosed increased in PROGRESSIVE CORP
Bruce Berkowitz (Fairholme Capital) filed a 13F change in PROGRESSIVE CORP (743315103) on 2026-05-15, covering period end 2026-03-31.
Action
Increased
Capital
$13,163,136 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
17 changes from Bruce Berkowitz (Fairholme Capital), filed 2026-05-15 for period end 2026-03-31.
$1.5B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
790148100 ST JOE CO | Increased | $53.3M | $1.2B | 3.52% |
293792107 ENTERPRISE PRODS PARTNERS L | Increased | $31.7M | $206.4M | 2.09% |
743315103 PROGRESSIVE CORP | Increased | $7.3M | $13.2M | 0.48% |
125269100 CF INDS HLDGS INC | Sold out | -$4.2M | $0 | 0.28% |
674599105 OCCIDENTAL PETE CORP | Sold out | -$2.8M | $0 | 0.19% |
29273V100 ENERGY TRANSFER L P | Sold out | -$2.7M | $0 | 0.18% |
500754106 KRAFT HEINZ CO | New | $2.4M | $2.4M | 0.16% |
8.7612E+110 TARGET CORP | Sold out | -$2.2M | $0 | 0.15% |
63900P608 NATURAL RESOURCE PARTNERS L | Sold out | -$1.3M | $0 | 0.08% |
84423102 WR BERKLEY CORP | Reduced | -$1.3M | $17.0M | 0.08% |
84670108 BERKSHIRE HATHAWAY INC DEL | Increased | $681,480 | $1.4M | 0.05% |
25278X109 DIAMONDBACK ENERGY INC | Sold out | -$601,320 | $0 | 0.04% |
436893200 HOME BANCSHARES INC | New | $325,853 | $325,853 | 0.02% |
06417N103 BANK OZK | Increased | $229,989 | $42.3M | 0.02% |
26875P101 EOG RES INC | Sold out | -$210,020 | $0 | 0.01% |
37833100 APPLE INC | Reduced | -$43,368 | $609,096 | 0.00% |
84670702 BERKSHIRE HATHAWAY INC DEL | Increased | $43,366 | $24.2M | 0.00% |