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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
BA
1226
Bristlecone Advisors
Washington
$252K
IIA
1227
Integral Investment Advisors
California
$252K -$10K -48 -4%
M
1228
MOTCO
Texas
$250K
CBA
1229
Coastal Bridge Advisors
Connecticut
$250K
WCM
1230
Wallace Capital Management
Texas
$249K
BTWM
1231
Baker Tilly Wealth Management
Wisconsin
$249K -$54.4K -260 -18%
LOIM
1232
Liberty One Investment Management
Illinois
$248K +$105K +504 +73%
MIC
1233
Means Investment Company
Maine
$248K -$32.2K -154 -11%
PWA
1234
Providence Wealth Advisors
Illinois
$248K
SCA
1235
Sandy Cove Advisors
Massachusetts
$247K -$65.9K -315 -21%
PL
1236
Plancorp LLC
Missouri
$247K +$8.79K +42 +4%
PFM
1237
Phillips Financial Management
Indiana
$247K +$10.3K +49 +4%
AWM
1238
Aprio Wealth Management
Georgia
$246K +$42.3K +202 +21%
LSPW
1239
Lake Street Private Wealth
Illinois
$246K -$42.3K -202 -15%
RVPG
1240
Relative Value Partners Group
$246K +$247K +1,182 New
KFC
1241
Klingenstein Fields & Co
New York
$245K
1SB
1242
1ST Source Bank
Indiana
$245K -$33.5K -160 -12%
BWP
1243
BSW Wealth Partners
Colorado
$245K +$4.4K +21 +2%
WA
1244
Wealth Architects
California
$244K +$2.3K +11 +0.9%
LWP
1245
LMG Wealth Partners
Louisiana
$244K
VCM
1246
Vivaldi Capital Management
Illinois
$243K +$24.5K +117 +11%
D
1247
Diversified
Delaware
$242K +$31.8K +152 +15%
CPIG
1248
Chicago Partners Investment Group
Illinois
$241K +$7.12K +34 +3%
FWM
1249
FFT Wealth Management
Pennsylvania
$241K +$242K +1,158 New
JCIA
1250
Jackson Creek Investment Advisors
Colorado
$239K -$6.49K -31 -3%

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.