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Progressive
PGR

Overview Fund Activity

1,182 hedge funds and large institutions have $71.5B invested in Progressive in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 431 increasing their positions, 454 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+16
Holders Change %
+1.37%
% of All Funds
18.92%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.93%
New
126
Increased
431
Reduced
454
Closed
88
Calls
$249M
Puts
$252M
Net Calls
-$3.6M
Net Calls Change
+$9.71M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$452M
2
DZ Bank
DZ Bank
Germany
+$383M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$201M
4
Brown Advisory
Brown Advisory
Maryland
+$192M
5
Invesco
Invesco
Georgia
+$112M

Top Sellers

1
CB
Cooke & Bieler
Pennsylvania
-$213M
2
State Street
State Street
Massachusetts
-$166M
3
OAG
Orbis Allan Gray
Bermuda
-$130M
4
Victory Capital Management
Victory Capital Management
Texas
-$128M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
801
Apollon Wealth Management
South Carolina
$501K +$63.2K +442 +14%
WP
802
Wedgewood Partners
Missouri
$500K -$19.7M -137,710 -98%
PAM
803
Peak Asset Management
Colorado
$498K – – –
VFA
804
Valeo Financial Advisors
Indiana
$498K +$175K +1,224 +54%
WEG
805
World Equity Group
Illinois
$497K +$366K +6,150 +278%
TCM
806
Teza Capital Management
Illinois
$494K -$1.87M -13,060 -79%
SWM
807
Seed Wealth Management
Illinois
$492K – – –
PSC
808
Prentiss Smith & Co
Vermont
$491K – – –
EI
809
Ellevest Inc
New York
$490K +$55.5K +388 +13%
BTI
810
Blue Trust Inc
Georgia
$490K -$243K -1,874 -33%
MFG
811
Merit Financial Group
Georgia
$487K +$487K +3,405 New
IG
812
ING Group
Netherlands
$485K -$13.7M -96,085 -97%
NB
813
Northwest Bancshares
Pennsylvania
$482K -$163K -1,140 -25%
KA
814
Kovack Advisors
Florida
$472K – – –
BWP
815
Baldwin Wealth Partners
Massachusetts
$470K – – –
CFFP
816
Center for Financial Planning
Michigan
$466K – – –
TRIA
817
Trail Ridge Investment Advisors
Colorado
$466K -$82.5K -577 -15%
TCG
818
Tremblant Capital Group
Florida
$463K +$34.3K +240 +8%
AAS
819
Ameritas Advisory Services
Nebraska
$463K -$69.4K -510 -13%
Luther King Capital Management (LKCM)
820
Luther King Capital Management (LKCM)
Texas
$461K -$4.29K -30 -0.9%
SIG
821
Sky Investment Group
Connecticut
$461K – – –
WSFS
822
Wilmington Savings Fund Society
Delaware
$457K – – –
MA
823
Mutual Advisors
Nebraska
$456K +$31.9K +223 +8%
NC
824
NewSquare Capital
Pennsylvania
$453K -$7.15K -50 -2%
WIC
825
Woodmont Investment Counsel
Tennessee
$451K – – –
31 32
33
34 35