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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 %
LA
1101
Legacy Advisors
Pennsylvania
$361K +$31.6K +152 +10%
DMBA
1102
Deseret Mutual Benefit Administrators
Utah
$360K -$7.27K -35 -2%
CCMG
1103
Clark Capital Management Group
Pennsylvania
$359K -$91K -438 -20%
KFS
1104
Kaizen Financial Strategies
California
$356K -$70.1K -325 -16%
CT
1105
Clearstead Trust
Maine
$356K
TW
1106
TritonPoint Wealth
Maryland
$355K +$19.9K +96 +6%
BA
1107
Baugh & Associates
Georgia
$353K
EFSCE
1108
Enterprise Financial Services Corp (EFSC)
Missouri
$352K -$7.89K -38 -2%
KLCM
1109
KG&L Capital Management
Louisiana
$351K +$351K +1,692 New
JWS
1110
Juncture Wealth Strategies
Arizona
$351K
CBFP
1111
Cedar Brook Financial Partners
Ohio
$351K -$1.51M -7,276 -81%
RK
1112
Rather & Kittrell
Tennessee
$351K +$3.12K +15 +0.9%
ST
1113
Smithfield Trust
Pennsylvania
$349K -$14.1K -68 -4%
SWM
1114
Spire Wealth Management
Virginia
$348K -$21.2K -102 -6%
MCWA
1115
Meadow Creek Wealth Advisors
Georgia
$347K -$33.4K -161 -9%
GVAG
1116
Great Valley Advisor Group
Delaware
$347K +$347K +1,668 New
CP
1117
Castleview Partners
Texas
$346K -$113K -542 -25%
MNBTD
1118
Moody National Bank Trust Division
Texas
$346K
KWM
1119
Kingsview Wealth Management
Oregon
$346K +$60.5K +291 +21%
SCP
1120
Sivia Capital Partners
California
$346K +$831 +4 +0.2%
OFS
1121
Orrstown Financial Services
Pennsylvania
$346K +$62.3K +300 +22%
RIL
1122
Rothschild Investment LLC
Illinois
$345K +$78.3K +377 +29%
WIA
1123
World Investment Advisors
California
$345K +$345K +1,662 New
NS
1124
NBC Securities
Alabama
$343K -$98.2K -473 -22%
KIA
1125
KCM Investment Advisors
California
$340K +$15.2K +73 +5%