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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 %
ALAM
826
Asahi Life Asset Management
Japan
$446K -$60.8K -425 -12%
WC
827
Wexford Capital
Florida
$443K +$443K +3,097 New
SC
828
Scotia Capital
Ontario, Canada
$442K -$12.2K -85 -3%
CP
829
Covenant Partners
Tennessee
$438K -$105K -733 -19%
CFG
830
Cooper Financial Group
California
$434K +$31.9K +223 +8%
CWM
831
Circle Wealth Management
New Jersey
$433K -$146K -1,024 -25%
GRP
832
Global Retirement Partners
California
$432K +$163K +1,301 +60%
BWM
833
BNC Wealth Management
Oregon
$427K +$427K +2,985 New
CIM
834
Contravisory Investment Management
Massachusetts
$425K -$3.72K -26 -0.9%
SYBT
835
Stock Yards Bank & Trust
Kentucky
$420K +$15.9K +111 +4%
WFI
836
West Family Investments
California
$415K – – –
WS
837
Wedbush Securities
California
$415K +$415K +2,899 New
RBCM
838
Raub Brock Capital Management
California
$415K – – –
FMLI
839
Fukoku Mutual Life Insurance
Japan
$412K -$60.9K -426 -13%
TCOV
840
Trust Company of Vermont
Vermont
$408K +$78.4K +548 +24%
GL
841
Graypoint LLC
New York
$408K +$101K +703 +33%
RIA
842
Regal Investment Advisors
Michigan
$404K – – –
PCS
843
Personal CFO Solutions
New Jersey
$402K +$5.44K +38 +1%
STA
844
Summit Trail Advisors
New York
$401K +$94.9K +663 +31%
BC
845
Brookfield Corp
Ontario, Canada
$401K -$9.86M -68,911 -96%
AC
846
ASB Consultores
Florida
$400K +$400K +2,794 New
CCP
847
Cassia Capital Partners
North Carolina
$399K -$10.7K -75 -3%
TPM
848
Triasima Portfolio Management
Quebec, Canada
$398K +$398K +2,781 New
T
849
TCWP
Ohio
$394K -$13.4K -94 -3%
FNBOSM
850
First National Bank of South Miami
Florida
$392K -$41.9K -293 -10%
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