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Progressive
PGR

Overview Fund Activity

1,181 hedge funds and large institutions have $71.5B invested in Progressive in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 431 increasing their positions, 454 reducing their positions, and 88 closing their positions.

Holders
1,181
Holders Change
+15
Holders Change %
+1.29%
% of All Funds
18.91%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.93%
New
125
Increased
431
Reduced
454
Closed
88
Calls
$249M
Puts
$252M
Net Calls
-$3.6M
Net Calls Change
+$9.71M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.79B
2
DZ Bank
2
DZ Bank
Germany
$567M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$755M
4
Brown Advisory
4
Brown Advisory
Maryland
$195M
5
Invesco
5
Invesco
Georgia
$695M

Top Sellers

1
CB
1
Cooke & Bieler
Pennsylvania
$3.4M
2
State Street
2
State Street
Massachusetts
$3.49B
3
OAG
3
Orbis Allan Gray
Bermuda
$373M
4
Victory Capital Management
4
Victory Capital Management
Texas
$577M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.69B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1001
Advisors Capital Management
New Jersey
$209K +$209K +1,464 New
HIC
1002
Holderness Investments Company
North Carolina
$209K +$209K +1,460 New
SMA
1003
Sage Mountain Advisors
Georgia
$207K +$207K +1,450 New
SWM
1004
Segment Wealth Management
Texas
$207K +$207K +1,449 New
FOA
1005
Five Oceans Advisors
California
$207K +$207K +1,449 New
CA
1006
Claro Advisors
Massachusetts
$206K +$206K +1,442 New
BWP
1007
BSW Wealth Partners
Colorado
$206K +$206K +1,441 New
SQA
1008
Simon Quick Advisors
New Jersey
$206K +$206K +1,438 New
WA
1009
Wealth Alliance
New York
$204K +$204K +1,429 New
RMDI
1010
R.M. Davis Inc
Maine
$204K +$204K +1,425 New
BJL
1011
Brighton Jones LLC
Washington
$204K +$204K +1,425 New
KFA
1012
Kapstone Financial Advisors
Ohio
$203K +$203K +1,470 New
CS
1013
Comerica Securities
Michigan
$203K +$77.4K +541 +62%
RW
1014
REDW Wealth
New Mexico
$202K +$202K +1,415 New
MMPW
1015
Mitchell McLeod Pugh & Williams
Alabama
$201K +$201K +1,408 New
MGIM
1016
M&G Investment Management
United Kingdom
$201K +$201K +1,405 New
AI
1017
Ariel Investments
Illinois
$197K -$9.94M -69,507 -98%
Jones Financial Companies
1018
Jones Financial Companies
Missouri
$192K -$6.01K -42 -3%
AIM
1019
Anchor Investment Management
South Carolina
$187K -$28.3K -198 -13%
FPFS
1020
First Personal Financial Services
North Carolina
$181K – – –
GWS
1021
Glassman Wealth Services
Virginia
$180K +$9.59K +67 +6%
SAI
1022
Systematic Alpha Investments
New Jersey
$180K +$180K +1,257 New
CT
1023
Clearstead Trust
Maine
$176K +$42.9K +300 +32%
SSG
1024
Summit Securities Group
New York
$165K -$252K -1,755 -60%
CAL
1025
Capital Analysts LLC
Pennsylvania
$164K +$5.14K +36 +3%
39 40
41
42 43