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Progressive
PGR

Overview Fund Activity

1,749 hedge funds and large institutions have $120B invested in Progressive in 2024 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 676 increasing their positions, 605 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,749
Holders Change
+106
Holders Change %
+6.45%
% of All Funds
23.28%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
0.93%
New
243
Increased
676
Reduced
605
Closed
111
Calls
$574M
Puts
$504M
Net Calls
+$70.3M
Net Calls Change
-$43.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$542M
3
GQG Partners
GQG Partners
Florida
+$500M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$371M
5
UBS AM
UBS AM
Illinois
+$219M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$796M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$314M
3
Artisan Partners
Artisan Partners
Wisconsin
-$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$240M
5
SG Americas Securities
SG Americas Securities
New York
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
1301
Trustmark National Bank Trust Department
Mississippi
$326K -$479 -2 -0.1%
KA
1302
Klingman & Associates
New York
$325K -$14.9K -62 -4%
NHT
1303
New Hampshire Trust
New Hampshire
$325K -$2.4K -10 -0.7%
SIG
1304
Stonegate Investment Group
Alabama
$325K +$325K +1,357 New
FFWA
1305
Forthright Family Wealth Advisory
Texas
$322K -$15.1K -63 -4%
OF
1306
Optimize Financial
California
$322K +$322K +1,342 New
CG
1307
Corundum Group
Colorado
$321K -$46K -192 -13%
WW
1308
Waterfront Wealth
Kansas
$320K – – –
AWM
1309
Axxcess Wealth Management
California
$320K -$274K -1,144 -46%
UW
1310
Unique Wealth
Florida
$318K -$61.3K -256 -16%
TF
1311
Trek Financial
Arizona
$318K -$2.64K -11 -0.8%
BI
1312
Bradyco Inc
Massachusetts
$316K +$316K +1,320 New
FP
1313
Fiduciary Planning
Florida
$313K -$1.92K -8 -0.6%
BFA
1314
Beacon Financial Advisory
Ohio
$313K +$6.95K +29 +2%
CPC
1315
Cookson Peirce & Co
Pennsylvania
$313K -$4.07K -17 -1%
GPW
1316
Genesis Private Wealth
Virginia
$313K +$313K +1,306 New
OWA
1317
Octavia Wealth Advisors
Ohio
$312K – – –
LOIM
1318
Liberty One Investment Management
Illinois
$312K +$32.4K +135 +12%
TP
1319
Tranquility Partners
Tennessee
$312K -$4.55K -19 -1%
PL
1320
Plancorp LLC
Missouri
$312K +$19.9K +83 +7%
BOJHT
1321
Bank of Jackson Hole Trust
Wyoming
$312K +$312K +1,301 New
FWIA
1322
Fort Washington Investment Advisors
Ohio
$311K -$47.4K -198 -13%
VCA
1323
Verdence Capital Advisors
Maryland
$310K -$14.9K -62 -5%
TWM
1324
Trueblood Wealth Management
Ohio
$310K -$14.4K -60 -4%
DBRC
1325
D.B. Root & Company
Pennsylvania
$310K +$240 +1 +0.1%
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