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Progressive
PGR

Overview Fund Activity

1,749 hedge funds and large institutions have $120B invested in Progressive in 2024 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 676 increasing their positions, 605 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,749
Holders Change
+106
Holders Change %
+6.45%
% of All Funds
23.28%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
0.93%
New
243
Increased
676
Reduced
605
Closed
111
Calls
$574M
Puts
$504M
Net Calls
+$70.3M
Net Calls Change
-$43.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$542M
3
GQG Partners
GQG Partners
Florida
+$500M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$371M
5
UBS AM
UBS AM
Illinois
+$219M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$796M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$314M
3
Artisan Partners
Artisan Partners
Wisconsin
-$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$240M
5
SG Americas Securities
SG Americas Securities
New York
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
1051
Impact Partnership Wealth
Georgia
$681K +$77.4K +323 +13%
LWL
1052
Leo Wealth LLC
Texas
$681K +$424K +1,769 +165%
LWM
1053
Lakeridge Wealth Management
Ohio
$679K +$24.9K +104 +4%
EMAM
1054
Encompass More Asset Management
California
$673K +$162K +678 +32%
SIG
1055
Sky Investment Group
Connecticut
$672K -$3.59K -15 -0.5%
DIM
1056
Delta Investment Management
California
$669K +$474K +1,976 +242%
IAS
1057
Insigneo Advisory Services
Florida
$669K -$564K -2,352 -46%
CCG
1058
Catalina Capital Group
California
$668K +$35.7K +149 +6%
BC
1059
Bridgefront Capital
Texas
$667K +$82.7K +345 +14%
FG
1060
Fiduciary Group
Georgia
$667K -$19.2K -80 -3%
CFGS
1061
Concourse Financial Group Securities
Alabama
$661K +$19.1K +80 +3%
SFS
1062
Symphony Financial Services
Ohio
$660K -$5.51K -23 -0.8%
FLPIM
1063
F.L. Putnam Investment Management
Massachusetts
$659K -$3.83K -16 -0.6%
VA
1064
Valmark Advisers
Ohio
$659K +$97K +405 +17%
FIA
1065
Foundations Investment Advisors
Arizona
$657K +$457K +1,905 +228%
TWM
1066
TriaGen Wealth Management
California
$652K -$1.31M -5,475 -67%
RL
1067
Retireful LLC
Michigan
$644K +$644K +2,686 New
CA
1068
Claro Advisors
Massachusetts
$640K -$67.6K -282 -10%
KCIC
1069
Kuhn & Co Investment Counsel
Illinois
$639K – – –
MCM
1070
Manchester Capital Management
Vermont
$638K -$1.92K -8 -0.3%
CP
1071
Clarendon Private
Massachusetts
$636K +$636K +2,653 New
OCM
1072
One Capital Management
California
$634K -$3.12K -13 -0.5%
FWM
1073
FFT Wealth Management
Pennsylvania
$631K +$253K +1,057 +67%
LFAS
1074
Level Four Advisory Services
Texas
$629K +$36.2K +151 +6%
VCM
1075
Virtue Capital Management
Tennessee
$627K -$66.9K -279 -10%
41 42
43
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