PGR icon

Progressive
PGR

Overview Fund Activity

1,876 hedge funds and large institutions have $134B invested in Progressive in 2025 Q2 according to their latest regulatory filings, with 200 funds opening new positions, 774 increasing their positions, 651 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+53
Holders Change %
+2.91%
% of All Funds
25.15%
Holding in Top 10
79
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.71%
% of All Funds
1.06%
New
200
Increased
774
Reduced
651
Closed
116
Calls
$634M
Puts
$449M
Net Calls
+$185M
Net Calls Change
+$148M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$757M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$746M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$723M
4
Capital International Investors
Capital International Investors
California
+$595M
5
Capital World Investors
Capital World Investors
California
+$242M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.34B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$711M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$570M
4
DZ Bank
DZ Bank
Germany
-$520M
5
Principal Financial Group
Principal Financial Group
Iowa
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
KNW
1001
Kesler Norman & Wride
Utah
$1.11M +$3.47K +13 +0.3%
EP
1002
Edgestream Partners
New Jersey
$1.11M +$899K +3,368 +420%
MSA
1003
Marino Stram & Associates
Massachusetts
$1.11M – – –
WLG
1004
Williamson Legacy Group
Indiana
$1.1M +$19.5K +73 +2%
V
1005
ViaWealth
Kansas
$1.08M -$52.3K -196 -5%
BC
1006
Burney Company
Virginia
$1.07M -$37.4K -140 -3%
LIM
1007
Letson Investment Management
Georgia
$1.07M – – –
CA
1008
Cullinan Associates
Kentucky
$1.07M – – –
PPWP
1009
Premier Path Wealth Partners
New Jersey
$1.06M +$27.5K +103 +3%
HSA
1010
HBK Sorce Advisory
Pennsylvania
$1.05M -$28.8K -108 -3%
AWA
1011
Arkadios Wealth Advisors
Georgia
$1.05M +$188K +703 +22%
PEA
1012
Park Edge Advisors
Ohio
$1.05M +$4.27K +16 +0.4%
HH
1013
Hilltop Holdings
Texas
$1.04M +$168K +628 +19%
JSW
1014
Journey Strategic Wealth
New Jersey
$1.04M +$474K +1,776 +84%
EFS
1015
Essex Financial Services
Connecticut
$1.04M +$59.5K +223 +6%
GRP
1016
Global Retirement Partners
California
$1.04M +$1.04M +3,894 New
NPT
1017
Nixon Peabody Trust
Massachusetts
$1.04M -$10.9K -41 -1%
LWL
1018
Leo Wealth LLC
Texas
$1.04M +$95.5K +358 +10%
EC
1019
EdgeRock Capital
Colorado
$1.03M +$1.03M +3,886 New
IC
1020
Iconiq Capital
California
$1.03M +$72.9K +273 +8%
CB
1021
CNB Bank
Pennsylvania
$1.03M +$17.9K +67 +2%
CCP
1022
Cassia Capital Partners
North Carolina
$1.02M -$15.7K -59 -2%
TCPG
1023
Trivant Custom Portfolio Group
California
$1.02M +$47K +176 +5%
PCG
1024
Prosperity Consulting Group
Maryland
$1.02M +$1.07K +4 +0.1%
JSL
1025
JT Stratford LLC
Georgia
$1.02M -$80.6K -302 -7%
39 40
41
42 43