PGR icon

Progressive

1,514 hedge funds and large institutions have $103B invested in Progressive in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 625 increasing their positions, 515 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+62
Holders Change %
+4.27%
% of All Funds
22.02%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
0.95%
New
155
Increased
625
Reduced
515
Closed
71
Calls
$543M
Puts
$422M
Net Calls
+$120M
Net Calls Change
-$85.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
1001
Orgel Wealth Management
Wisconsin
$510K
BW
1002
Bison Wealth
Georgia
$509K
VAG
1003
VisionPoint Advisory Group
Texas
$508K -$12.9K -62 -2%
AIM
1004
Allen Investment Management
New York
$508K +$508K +2,444 New
MLM
1005
Mount Lucas Management
Pennsylvania
$506K +$506K +2,434 New
WCWM
1006
Willow Creek Wealth Management
California
$500K -$9.35K -45 -2%
SIA
1007
Strategic Investment Advisors
Michigan
$494K +$1.66K +8 +0.3%
RZH
1008
Relyea Zuckerberg Hanson
Connecticut
$493K +$9.35K +45 +2%
KAS
1009
KPP Advisory Services
Kentucky
$492K -$2.29K -11 -0.5%
TCOV
1010
Trust Company of Vermont
Vermont
$491K +$22.8K +110 +5%
RDWM
1011
Red Door Wealth Management
Tennessee
$490K -$4.15K -20 -0.8%
GF
1012
Gries Financial
Ohio
$487K -$255K -1,227 -34%
KWM
1013
Kolinsky Wealth Management
New Jersey
$485K -$36.8K -177 -7%
SFA
1014
Souders Financial Advisors
Ohio
$484K +$3.53K +17 +0.7%
CIS
1015
Custom Index Systems
New York
$484K +$36.3K +175 +8%
MIS
1016
Morningstar Investment Services
Illinois
$480K +$172K +812 +56%
WA
1017
Waddell & Associates
Tennessee
$480K
LSA
1018
Lion Street Advisors
Texas
$478K -$4.57K -22 -0.9%
SWP
1019
Significant Wealth Partners
Illinois
$475K +$97.6K +470 +26%
FRA
1020
Front Row Advisors
California
$475K +$331K +1,592 +229%
CAG
1021
Crestwood Advisors Group
Massachusetts
$472K +$19.5K +94 +4%
LTAS
1022
Linden Thomas Advisory Services
North Carolina
$472K +$157K +754 +50%
BOM
1023
Bank of Marin
California
$472K -$239K -1,151 -34%
CAM
1024
Cidel Asset Management
Ontario, Canada
$471K -$34.5K -166 -7%
CCG
1025
Catalina Capital Group
California
$468K +$112K +540 +32%