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Progressive

1,179 hedge funds and large institutions have $65.9B invested in Progressive in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 395 increasing their positions, 505 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $258M | Put options by funds: $180M

0.49% less ownership

Funds ownership: 85.54%85.05% (-0.49%)

1% less funds holding

Funds holding: 1,1871,179 (-8)

1% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 117

8% less capital invested

Capital invested by funds: $71.6B → $65.9B (-$5.7B)

22% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 505

34% less funds holding in top 10

Funds holding in top 10: 5838 (-20)

Holders
1,179
Holders Change
-8
Holders Change %
-0.67%
% of All Funds
18.51%
Holding in Top 10
38
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-34.48%
% of All Funds
0.6%
New
116
Increased
395
Reduced
505
Closed
117
Calls
$258M
Puts
$180M
Net Calls
+$78.9M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$480M -$165M -1,229,514 -25%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$472M -$12M -89,259 -2%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$451M -$148M -1,102,998 -24%
Charles Schwab
29
Charles Schwab
California
$404M -$1.45M -10,825 -0.4%
N
30
Nuveen
North Carolina
$386M -$6.74M -50,270 -2%
Capital International Investors
31
Capital International Investors
California
$364M +$26.7M +198,936 +8%
Goldman Sachs
32
Goldman Sachs
New York
$360M +$16.3M +121,527 +5%
UBS AM
33
UBS AM
Illinois
$347M
Brown Advisory
34
Brown Advisory
Maryland
$337M +$158M +1,178,878 +86%
LCOV
35
London Company of Virginia
Virginia
$331M -$143M -1,063,610 -30%
Royal London Asset Management
36
Royal London Asset Management
United Kingdom
$322M +$22.7M +169,351 +7%
OAG
37
Orbis Allan Gray
Bermuda
$319M -$26.5M -197,396 -8%
BBHC
38
Brown Brothers Harriman & Co
New York
$308M -$9.02M -67,251 -3%
GQG Partners
39
GQG Partners
Florida
$285M +$152M +1,135,039 +112%
Swiss National Bank
40
Swiss National Bank
Switzerland
$280M -$27.8M -207,600 -9%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$274M -$57.5M -429,208 -17%
ClearBridge Investments
42
ClearBridge Investments
New York
$267M +$652K +4,860 +0.2%
Capital Research Global Investors
43
Capital Research Global Investors
California
$266M +$157K +1,168 +0.1%
Ameriprise
44
Ameriprise
Minnesota
$260M -$29.3M -218,501 -10%
American Century Companies
45
American Century Companies
Missouri
$257M +$112M +834,132 +75%
MG
46
Meritage Group
California
$230M +$233M +1,734,457 New
Fayez Sarofim & Co
47
Fayez Sarofim & Co
Texas
$218M +$6.56M +48,921 +3%
Barclays
48
Barclays
United Kingdom
$216M +$114M +851,655 +109%
William Blair & Company
49
William Blair & Company
Illinois
$210M +$15.7M +117,461 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
50
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$209M +$138M +1,032,411 +189%

PGR Hedge Fund Activity: Q2 2023 in Review

1,179 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q2 2023, worth a combined $65.9B — down 8% from $71.6B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of PGR and 116 opened new positions — a net loss of 1 holder — while 505 trimmed existing stakes and 395 added.

The largest buyer was Janus Henderson Group, adding an estimated $435M. The largest seller was DZ Bank, cutting an estimated $449M.

  • 1,179 institutional investors held Progressive (PGR) as of Q2 2023, down from 1,187 in Q1 2023.
  • Funds reported $65.9B of Progressive stock for Q2 2023, down 8% quarter-over-quarter.
  • 116 funds opened new Progressive positions in Q2 2023 and 117 closed out, a net change of -1 holder.
  • The largest Progressive buyer in Q2 2023 was Janus Henderson Group, an estimated $435M added.
  • The largest Progressive seller in Q2 2023 was DZ Bank, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2023.