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Progressive
PGR

Overview Fund Activity

1,876 hedge funds and large institutions have $134B invested in Progressive in 2025 Q2 according to their latest regulatory filings, with 200 funds opening new positions, 774 increasing their positions, 651 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+52
Holders Change %
+2.85%
% of All Funds
25.16%
Holding in Top 10
79
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.71%
% of All Funds
1.06%
New
200
Increased
774
Reduced
651
Closed
117
Calls
$634M
Puts
$449M
Net Calls
+$185M
Net Calls Change
+$148M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.87B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.36B
3
AllianceBernstein
AllianceBernstein
Tennessee
$2.93B
4
Capital International Investors
Capital International Investors
California
$2.04B
5
Capital World Investors
Capital World Investors
California
$2.59B

Top Sellers

1
BlackRock
BlackRock
New York
$12.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.1B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.11B
4
DZ Bank
DZ Bank
Germany
$142M
5
Principal Financial Group
Principal Financial Group
Iowa
$934M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
1351
Biltmore Family Office
North Carolina
$396K – – –
SFG
1352
Sunburst Financial Group
Alabama
$396K +$108K +405 +38%
CPIG
1353
Chicago Partners Investment Group
Illinois
$396K +$2.97K +12 +0.8%
GM
1354
GeoWealth Management
Illinois
$395K -$254K -953 -39%
CH
1355
Cromwell Holdings
Wyoming
$394K – – –
YWS
1356
Yarger Wealth Strategies
Ohio
$393K +$267 +1 +0.1%
SOW
1357
State of Wyoming
Wyoming
$391K -$207K -774 -35%
CPRC
1358
Consolidated Portfolio Review Corp
New York
$390K +$390K +1,461 New
RG
1359
Rathbones Group
United Kingdom
$390K +$6.67K +25 +2%
FSA
1360
Franklin Street Advisors
North Carolina
$385K – – –
DOA
1361
D'Orazio & Associates
Virginia
$383K -$6.4K -24 -2%
JWS
1362
Juncture Wealth Strategies
Arizona
$381K – – –
TWM
1363
Trueblood Wealth Management
Ohio
$381K -$2.4K -9 -0.6%
STCG
1364
Speece Thorson Capital Group
Minnesota
$381K – – –
FI
1365
FWG Investments
Kentucky
$380K +$380K +1,424 New
BFA
1366
Beacon Financial Advisory
Ohio
$376K +$3.47K +13 +0.9%
AIM
1367
Anchor Investment Management
South Carolina
$375K -$47.2K -177 -11%
UW
1368
Unique Wealth
Florida
$373K +$7.21K +27 +2%
PFM
1369
Phillips Financial Management
Indiana
$372K +$23.2K +87 +7%
BF
1370
Brogan Financial
Tennessee
$369K +$126K +473 +52%
NRC
1371
New Republic Capital
North Carolina
$369K +$11.2K +42 +3%
FFS
1372
Founders Financial Securities
Maryland
$369K +$4.8K +18 +1%
NHT
1373
New Hampshire Trust
New Hampshire
$369K +$30.7K +115 +9%
CICC
1374
Capital Investment Counsel (Colorado)
Colorado
$366K – – –
SF
1375
Symphony Financial
Texas
$364K +$364K +2,681 New
53 54
55
56 57