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Progressive
PGR

Overview Fund Activity

1,174 hedge funds and large institutions have $65.8B invested in Progressive in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 394 increasing their positions, 502 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
-8
Holders Change %
-0.68%
% of All Funds
18.51%
Holding in Top 10
38
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-34.48%
% of All Funds
0.6%
New
116
Increased
394
Reduced
502
Closed
117
Calls
$258M
Puts
$180M
Net Calls
+$78.9M
Net Calls Change
+$82.5M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2B
3
MG
Meritage Group
California
$230M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.67B
5
Brown Advisory
Brown Advisory
Maryland
$337M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$81.2M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$297K
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$57.6M
4
Artisan Partners
Artisan Partners
Wisconsin
$895M
5
Bank of America
Bank of America
North Carolina
$2.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
1151
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.97K – – –
WWM
1152
Wolff Wiese Magana
California
$3.97K – – –
LFG
1153
Larson Financial Group
Missouri
$3.71K – – –
BCMLT
1154
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.57K +$3.57K +27 New
CTWM
1155
Cherry Tree Wealth Management
Minnesota
$3.24K +$3.24K +25 New
TFM
1156
TFC Financial Management
Massachusetts
$3.18K -$10.1K -76 -76%
HWP
1157
Highline Wealth Partners
California
$3.05K – – –
BG
1158
Bollard Group
Massachusetts
$3K +$3K +20 New
FGAM
1159
Financial Gravity Asset Management
Texas
$2.95K +$717 +46 +32%
M
1160
MOTCO
Texas
$2.91K +$2.52K +19 +633%
NSIM
1161
North Star Investment Management
Illinois
$2.65K – – –
TFGT
1162
TS Financial Group (TSFG)
Illinois
$2K +$615 +4 +44%
NMG
1163
New Millennium Group
Utah
$1.99K – – –
CWP
1164
Concord Wealth Partners
Virginia
$1.99K +$1.99K +15 New
BWM
1165
BerganKDV Wealth Management
Minnesota
$1.72K -$9.4K -71 -85%
MTIC
1166
Missouri Trust & Investment Company
Missouri
$1.72K +$1.72K +13 New
BAM
1167
Bellevue Asset Management
Washington
$1.72K +$132 +1 +8%
FSWA
1168
Financial Synergies Wealth Advisors
Texas
$1.46K – – –
CCP
1169
Cunning Capital Partners
North Carolina
$1.24K -$5.03M -35,170 Closed
IPW
1170
Impact Partnership Wealth
Georgia
$1.19K +$1.19K +9 New
AW
1171
Avion Wealth
Texas
$1K +$111 +2 +13%
SF
1172
Safeguard Financial
Wisconsin
$1K +$1K +5 New
HBW
1173
Hazlett, Burt & Watson
West Virginia
$1K +$1K +7 New
TWP
1174
TFO Wealth Partners
Ohio
$927 – – –
IHWM
1175
Iron Horse Wealth Management
Iowa
$826 -$10.3K -75 -93%
45 46
47
48 49