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Progressive

1,523 hedge funds and large institutions have $103B invested in Progressive in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 631 increasing their positions, 515 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 72

29% more call options, than puts

Call options by funds: $543M | Put options by funds: $422M

23% more repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 515

4% more funds holding

Funds holding: 1,4591,523 (+64)

0% less capital invested

Capital invested by funds: $103B → $103B (-$75.2M)

0.48% less ownership

Funds ownership: 85.39%84.91% (-0.48%)

3% less funds holding in top 10

Funds holding in top 10: 6765 (-2)

Holders
1,523
Holders Change
+64
Holders Change %
+4.39%
% of All Funds
22%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
0.94%
New
157
Increased
631
Reduced
515
Closed
72
Calls
$543M
Puts
$422M
Net Calls
+$120M
Net Calls Change
-$85.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1101
Precision Wealth Strategies
Missouri
$369K -$56.9K -272 -13%
AG
1102
AlTi Global
New York
$368K +$92.3K +441 +33%
NWWA
1103
New Wave Wealth Advisors
Arkansas
$366K +$368K +1,760 New
AB
1104
Atlas Brown
Kentucky
$365K +$120K +572 +48%
BWA
1105
Brave Warrior Advisors
New York
$363K
RA
1106
Ruggaard & Associates
Ohio
$361K
LA
1107
Legacy Advisors
Pennsylvania
$361K +$31.8K +152 +10%
DMBA
1108
Deseret Mutual Benefit Administrators
Utah
$360K -$7.33K -35 -2%
CCMG
1109
Clark Capital Management Group
Pennsylvania
$359K -$91.7K -438 -20%
KFS
1110
Kaizen Financial Strategies
California
$356K -$68K -325 -16%
CT
1111
Clearstead Trust
Maine
$356K
TW
1112
TritonPoint Wealth
Maryland
$355K +$20.1K +96 +6%
BA
1113
Baugh & Associates
Georgia
$353K
EFSCE
1114
Enterprise Financial Services Corp (EFSC)
Missouri
$352K -$7.95K -38 -2%
KLCM
1115
KG&L Capital Management
Louisiana
$351K +$354K +1,692 New
JWS
1116
Juncture Wealth Strategies
Arizona
$351K
CBFP
1117
Cedar Brook Financial Partners
Ohio
$351K -$1.52M -7,276 -81%
RK
1118
Rather & Kittrell
Tennessee
$351K +$3.14K +15 +0.9%
ST
1119
Smithfield Trust
Pennsylvania
$349K -$14.2K -68 -4%
SWM
1120
Spire Wealth Management
Virginia
$348K -$21.4K -102 -6%
MCWA
1121
Meadow Creek Wealth Advisors
Georgia
$347K -$33.7K -161 -9%
GVAG
1122
Great Valley Advisor Group
Delaware
$347K +$349K +1,668 New
CP
1123
Castleview Partners
Texas
$346K -$113K -542 -25%
MNBTD
1124
Moody National Bank Trust Division
Texas
$346K
KWM
1125
Kingsview Wealth Management
Oregon
$346K +$60.9K +291 +21%

PGR Hedge Fund Activity: Q2 2024 in Review

1,523 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q2 2024, worth a combined $103B — down 0.07% from $103B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new PGR positions and 72 closed out — a net gain of 85 holders — while 631 added to existing stakes and 515 trimmed.

The largest buyer was Jennison Associates, adding an estimated $792M. The largest seller was JP Morgan Chase, cutting an estimated $1.64B.

  • 1,523 institutional investors held Progressive (PGR) as of Q2 2024, up from 1,459 in Q1 2024.
  • Funds reported $103B of Progressive stock for Q2 2024, down 0.07% quarter-over-quarter.
  • 157 funds opened new Progressive positions in Q2 2024 and 72 closed out, a net change of +85 holders.
  • The largest Progressive buyer in Q2 2024 was Jennison Associates, an estimated $792M added.
  • The largest Progressive seller in Q2 2024 was JP Morgan Chase, an estimated $1.64B sold.

Based on aggregated 13F filings for Q2 2024.