Disclosed positions

Estimated from their latest filings — positions may have changed since

$371.60M

combined est. value

Stock	Shares	Price	Value	Weight	As of
BETABETA Technologies, Inc.	17,654,658	$17.71	$312.66M	84%	2026-06-11
PGRPROGRESSIVE CORP/OH/	250,222	$230.72	$57.73M	16%	2025-12-23
AXS-PEAXIS CAPITAL HOLDINGS LTD	63,719	$18.86	$1.20M	0%	2026-01-15

BETA

BETA Technologies, Inc.

$312.66M

17,654,658 sh

PGR

PROGRESSIVE CORP/OH/

$57.73M

250,222 sh

AXS-PE

AXIS CAPITAL HOLDINGS LTD

$1.20M

63,719 sh

Activity

Open-market buy & sell volume

BuySell

Total +$97.00M bought · −$237.77M sold

Most bought

BETA

$97.00M

All filings on record

Every Form 4 transaction we track for this filer

all 6buys 1sells 1

Stock	Transaction	Date	~6mo later
BETABETA Technologies, Inc.	Grant — · 7,142 sh	2026-06-11	—
BETABETA Technologies, Inc.	Grant — · 1,071 sh	2026-01-30	—
AXS-PEAXIS CAPITAL HOLDINGS LTD	Grant — · 2,840 sh	2026-01-15	—
PGRPROGRESSIVE CORP/OH/	Gift — · 87,755 sh	2025-12-23	—
AXS-PEAXIS CAPITAL HOLDINGS LTD	Sell $237.77M · 2,404,133 sh	2025-11-19	—
BETABETA Technologies, Inc.	Buy $97.00M · 2,941,177 sh	2025-11-05	-56.7%

BETAGrant

2026-06-11 · BETA Technologies, Inc.

7,142

—

BETAGrant

2026-01-30 · BETA Technologies, Inc.

1,071

—

AXS-PEGrant

2026-01-15 · AXIS CAPITAL HOLDINGS LTD

2,840

—

PGRGift

2025-12-23 · PROGRESSIVE CORP/OH/

87,755

—

AXS-PESell

2025-11-19 · AXIS CAPITAL HOLDINGS LTD

$237.77M

—

BETABuy

2025-11-05 · BETA Technologies, Inc.

$97.00M

-56.7%

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.