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Progressive
PGR

Overview Fund Activity

1,165 hedge funds and large institutions have $70.3B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 434 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
107
Increased
434
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$371M
3
Franklin Resources
Franklin Resources
California
+$255M
4
Capital International Investors
Capital International Investors
California
+$222M
5
BlackRock
BlackRock
New York
+$218M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$811M
2
GQG Partners
GQG Partners
Florida
-$285M
3
State Street
State Street
Massachusetts
-$150M
4
Victory Capital Management
Victory Capital Management
Texas
-$131M
5
Bank of America
Bank of America
North Carolina
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
826
Beaumont Financial Advisors
Massachusetts
$406K +$185K +1,329 +84%
KP
827
Keel Point
Alabama
$405K +$164K +1,180 +68%
RBCM
828
Raub Brock Capital Management
California
$404K – – –
FMLI
829
Fukoku Mutual Life Insurance
Japan
$401K – – –
SG
830
StoneX Group
New York
$397K +$397K +2,849 New
FNT
831
First National Trust
Pennsylvania
$393K +$106K +764 +37%
SYBT
832
Stock Yards Bank & Trust
Kentucky
$388K +$7.24K +52 +2%
PCS
833
Personal CFO Solutions
New Jersey
$387K +$4.18K +30 +1%
WT
834
Whittier Trust
California
$386K -$127K -910 -25%
TSWM
835
Tyler-Stone Wealth Management
Ohio
$382K – – –
Luther King Capital Management (LKCM)
836
Luther King Capital Management (LKCM)
Texas
$377K -$27.2K -195 -7%
GC
837
Gilbert & Cook
Iowa
$377K +$35.1K +252 +10%
WCWM
838
Willow Creek Wealth Management
California
$372K -$139 -1 -0%
1WA
839
180 Wealth Advisors
Washington
$368K +$1.67K +12 +0.5%
KAS
840
KPP Advisory Services
Kentucky
$360K +$360K +2,584 New
MCM
841
Monument Capital Management
Virginia
$358K -$91.7K -658 -20%
IAS
842
Insigneo Advisory Services
Florida
$353K -$15.2K -109 -4%
STCG
843
Speece Thorson Capital Group
Minnesota
$350K – – –
SM
844
Sciencast Management
New Jersey
$349K -$11.8K -85 -3%
BW
845
Bison Wealth
Georgia
$346K -$17.4K -125 -5%
CFGS
846
Concourse Financial Group Securities
Alabama
$346K -$36.2K -260 -9%
OWM
847
Orgel Wealth Management
Wisconsin
$342K – – –
SIA
848
Strategic Investment Advisors
Michigan
$340K +$1.25K +9 +0.4%
HFM
849
Hartford Funds Management
Pennsylvania
$339K +$27K +194 +9%
CFSG
850
Community Financial Services Group
Vermont
$339K +$339K +2,431 New
32 33
34
35 36