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Progressive

1,320 hedge funds and large institutions have $81.2B invested in Progressive in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 419 increasing their positions, 503 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
+155
Holders Change %
+13.3%
% of All Funds
19.35%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.66%
New
236
Increased
419
Reduced
503
Closed
63
Calls
$543M
Puts
$408M
Net Calls
+$136M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Shares
Change %
FMLI
901
Fukoku Mutual Life Insurance
Japan
$459K
PWP
902
Phillips Wealth Planners
Mississippi
$455K -$6.29K -37 -1%
KP
903
Keel Point
Alabama
$437K -$25.8K -162 -6%
TSWM
904
Tyler-Stone Wealth Management
Ohio
$437K
FNT
905
First National Trust
Pennsylvania
$436K -$12.9K -81 -3%
WT
906
Whittier Trust
California
$436K -$5.73K -36 -1%
TWM
907
TriaGen Wealth Management
California
$434K +$434K +2,725 New
APM
908
Advanced Portfolio Management
New York
$431K +$431K +2,705 New
HFM
909
Hartford Funds Management
Pennsylvania
$426K +$38.5K +242 +10%
WCWM
910
Willow Creek Wealth Management
California
$425K +$159 +1 +0%
KCIC
911
Kuhn & Co Investment Counsel
Illinois
$425K +$425K +2,666 New
GIA
912
Gateway Investment Advisers
Ohio
$423K +$81.4K +511 +24%
PDL
913
Portfolio Design Labs
California
$421K +$421K +2,646 New
HI
914
Humankind Investments
New York
$417K -$81.1K -509 -16%
KAS
915
KPP Advisory Services
Kentucky
$416K +$4.62K +29 +1%
CAM
916
Cidel Asset Management
Ontario, Canada
$415K +$415K +2,606 New
TA
917
TrueWealth Advisors
Alabama
$415K +$106K +665 +34%
MCM
918
Monument Capital Management
Virginia
$412K +$2.39K +15 +0.6%
Connor, Clark & Lunn Investment Management (CC&L)
919
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$409K -$413K -2,595 -50%
9WM
920
9258 Wealth Management
Ohio
$404K +$63.9K +401 +19%
SFA
921
Souders Financial Advisors
Ohio
$400K -$70.7K -444 -15%
STCG
922
Speece Thorson Capital Group
Minnesota
$400K
GL
923
Gerber LLC
Ohio
$398K +$398K +2,500 New
SBIA
924
Sheaff Brock Investment Advisors
Indiana
$398K +$398K +2,500 New
OWM
925
Orgel Wealth Management
Wisconsin
$397K +$5.73K +36 +1%