PGR icon

Progressive

1,452 hedge funds and large institutions have $103B invested in Progressive in 2024 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 547 increasing their positions, 512 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,452
Holders Change
+132
Holders Change %
+10%
% of All Funds
21.05%
Holding in Top 10
67
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+48.89%
% of All Funds
0.97%
New
213
Increased
547
Reduced
512
Closed
70
Calls
$611M
Puts
$406M
Net Calls
+$206M
Net Calls Change
+$70M
Name Holding Trade Value Shares
Change
Shares
Change %
GF
876
Gries Financial
Ohio
$739K -$346K -1,672 -32%
BCM
877
BTC Capital Management
Iowa
$739K +$739K +3,572 New
KIA
878
Knollwood Investment Advisory
Maryland
$731K
CWM
879
Circle Wealth Management
New Jersey
$729K +$40.7K +197 +6%
MG
880
Mather Group
Illinois
$725K -$637 -4 -0.1%
DWM
881
Defined Wealth Management
Oregon
$722K +$414 +2 +0.1%
SWM
882
Seed Wealth Management
Illinois
$722K
BFS
883
Bradley Foster & Sargent
Connecticut
$722K -$45.1K -218 -6%
PAM
884
Peak Asset Management
Colorado
$720K
VDI
885
Vaughan David Investments
Illinois
$720K -$5.17K -25 -0.7%
OCBCO
886
Oversea-Chinese Banking Corp (OCBC)
Singapore
$720K +$720K +3,480 New
SI
887
Scharf Investments
California
$719K -$14.1K -68 -2%
BAM
888
Belpointe Asset Management
Nevada
$717K +$443K +2,140 +161%
PSC
889
Prentiss Smith & Co
Vermont
$709K
BOM
890
Bank of Marin
California
$708K -$139K -674 -16%
SIM
891
Sentry Investment Management
Wisconsin
$707K +$72.4K +350 +11%
KI
892
Keystone Investors
Singapore
$707K +$196K +949 +38%
NRD
893
Nebula Research & Development
New York
$704K +$704K +3,402 New
EI
894
Ellevest Inc
New York
$702K +$1.24K +6 +0.2%
AAS
895
Ameritas Advisory Services
Nebraska
$699K +$334K +1,615 +92%
BWP
896
Baldwin Wealth Partners
Massachusetts
$699K
CIP
897
Convergence Investment Partners
Florida
$698K +$320K +1,545 +84%
CFFP
898
Center for Financial Planning
Michigan
$696K +$21.5K +104 +3%
GJWM
899
Gilliland Jeter Wealth Management
Arkansas
$692K -$251K -1,213 -27%
BWG
900
Balanced Wealth Group
Ohio
$687K -$26.3K -123 -4%