We are live on ! Find out more
PGR icon

Progressive
PGR

1,171 hedge funds and large institutions have $64.3B invested in Progressive in 2022 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 403 increasing their positions, 442 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 76

9% more capital invested

Capital invested by funds: $58.8B → $64.3B (+$5.56B)

6% more funds holding

Funds holding: 1,105 → 1,171 (+66)

0.42% less ownership

Funds ownership: 85.4% → 84.99% (-0.42%)

6% less call options, than puts

Call options by funds: $221M | Put options by funds: $234M

9% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 442

12% less funds holding in top 10

Funds holding in top 10: 60 → 53 (-7)

Holders
1,171
Holders Change
+66
Holders Change %
+5.97%
% of All Funds
18.82%
Holding in Top 10
53
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.67%
% of All Funds
0.85%
New
163
Increased
403
Reduced
442
Closed
76
Calls
$221M
Puts
$234M
Net Calls
-$13.3M
Net Calls Change
-$20.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$222M
2
Morgan Stanley
Morgan Stanley
New York
+$173M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$116M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$113M
5
State Street
State Street
Massachusetts
+$94.8M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$638M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$346M
3
Bank of America
Bank of America
North Carolina
-$215M
4
JP Morgan Chase
JP Morgan Chase
New York
-$165M
5
Amundi
Amundi
France
-$117M
Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
876
180 Wealth Advisors
Washington
$334K +$54.5K +430 +21%
EWM
877
Empirical Wealth Management
Washington
$329K +$10K +79 +3%
IIM
878
InTrack Investment Management
Vermont
$326K +$319K +2,516 New
DMBA
879
Deseret Mutual Benefit Administrators
Utah
$325K -$264K -2,085 -45%
TFS
880
Thoroughbred Financial Services
Tennessee
$323K – – –
CCM
881
Chilton Capital Management
Texas
$322K – – –
OWM
882
Orgel Wealth Management
Wisconsin
$318K – – –
B
883
Barings
North Carolina
$317K -$1.52K -12 -0.5%
GIA
884
Gateway Investment Advisers
Ohio
$317K -$31K -245 -9%
PP
885
Paloma Partners
Connecticut
$313K +$306K +2,415 New
SCM
886
Stonehearth Capital Management
Massachusetts
$312K -$71.7K -566 -19%
CS
887
Cannell & Spears
New York
$310K – – –
BAM
888
Belpointe Asset Management
Nevada
$309K +$10.4K +82 +4%
NP
889
NorthRock Partners
Minnesota
$308K +$46.1K +364 +18%
ACM
890
Allred Capital Management
Texas
$308K -$253 -2 -0.1%
CA
891
Corrado Advisors
New Jersey
$305K +$298K +2,350 New
AAP
892
Arax Advisory Partners
Colorado
$304K +$5.45K +43 +2%
HIA
893
Harbor Investment Advisory
Maryland
$303K +$3.17K +25 +1%
CA
894
Cortland Associates
Missouri
$301K – – –
TCOV
895
Trust Company of Vermont
Vermont
$299K -$94.9K -749 -25%
ICG
896
InterOcean Capital Group
Tennessee
$293K +$1.39K +11 +0.5%
CA
897
Continuum Advisory
Idaho
$293K +$286K +2,259 New
VFA
898
Valeo Financial Advisors
Indiana
$292K +$286K +2,255 New
CGA
899
Crescent Grove Advisors
Illinois
$292K – – –
CAG
900
Csenge Advisory Group
Florida
$292K +$285K +2,247 New
34 35
36
37 38

PGR Hedge Fund Activity: Q4 2022 in Review

1,171 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2022, worth a combined $64.3B — up 9.5% from $58.8B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new PGR positions and 76 closed out — a net gain of 87 holders — while 403 added to existing stakes and 442 trimmed.

The largest buyer was BlackRock, adding an estimated $222M. The largest seller was Janus Henderson Group, cutting an estimated $638M.

  • 1,171 institutional investors held Progressive (PGR) as of Q4 2022, up from 1,105 in Q3 2022.
  • Funds reported $64.3B of Progressive stock for Q4 2022, up 9.5% quarter-over-quarter.
  • 163 funds opened new Progressive positions in Q4 2022 and 76 closed out, a net change of +87 holders.
  • The largest Progressive buyer in Q4 2022 was BlackRock, an estimated $222M added.
  • The largest Progressive seller in Q4 2022 was Janus Henderson Group, an estimated $638M sold.

Based on aggregated 13F filings for Q4 2022.