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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
RAM
1201
Readystate Asset Management
Illinois
$278K +$280K +1,336 New
CPC
1202
Cookson Peirce & Co
Pennsylvania
$275K
4WM
1203
49 Wealth Management
Texas
$274K +$2.51K +12 +0.9%
OWA
1204
Octavia Wealth Advisors
Ohio
$274K +$1.05K +5 +0.4%
FP
1205
Fiduciary Planning
Florida
$271K -$1.88K -9 -0.7%
GFS
1206
GYL Financial Synergies
Connecticut
$270K +$10.5K +50 +4%
FOA
1207
Five Oceans Advisors
California
$266K -$27.6K -132 -9%
PRS
1208
Pinkerton Retirement Specialists
Idaho
$266K +$268K +1,279 New
MGWM
1209
Marks Group Wealth Management
Minnesota
$265K -$61.7K -295 -19%
GAMC
1210
Garner Asset Management Corp
Texas
$264K
MSFS
1211
Main Street Financial Solutions
Pennsylvania
$263K +$57.4K +274 +28%
ALAM
1212
Asahi Life Asset Management
Japan
$262K -$333K -1,590 -56%
CAG
1213
Csenge Advisory Group
Florida
$262K -$9.42K -45 -3%
SAI
1214
Systematic Alpha Investments
New Jersey
$261K
YCG
1215
Yeomans Consulting Group
Georgia
$259K +$261K +1,248 New
MMPW
1216
Mitchell McLeod Pugh & Williams
Alabama
$259K
BFA
1217
Beacon Financial Advisory
Ohio
$259K +$5.65K +27 +2%
MPW
1218
Monterey Private Wealth
California
$258K +$9.21K +44 +4%
AP
1219
Americana Partners
Texas
$257K -$91.9K -439 -26%
LWL
1220
Leo Wealth LLC
Texas
$257K -$21.4K -102 -8%
DBRC
1221
D.B. Root & Company
Pennsylvania
$257K +$10.9K +52 +4%
SOS
1222
Silver Oak Securities
Tennessee
$256K +$58K +277 +29%
DWA
1223
Douglass Winthrop Advisors
New York
$253K
BCMO
1224
Buckingham Capital Management (Ohio)
Ohio
$253K
CT
1225
Caldwell Trust
Florida
$252K

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.