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Progressive
PGR

Overview Fund Activity

1,451 hedge funds and large institutions have $103B invested in Progressive in 2024 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 547 increasing their positions, 511 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+132
Holders Change %
+10.01%
% of All Funds
21.04%
Holding in Top 10
67
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+48.89%
% of All Funds
0.97%
New
213
Increased
547
Reduced
511
Closed
70
Calls
$611M
Puts
$406M
Net Calls
+$206M
Net Calls Change
+$70M

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$1.1B
2
Bank of America
2
Bank of America
North Carolina
$3.55B
3
BlackRock
3
BlackRock
New York
$9.98B
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$564M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.24B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.7B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.42B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.52B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$627M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.38B
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
1401
Old Second National Bank of Aurora
Illinois
$12K – – –
IFAM
1402
Institutional & Family Asset Management
Colorado
$11.8K -$3.31K -16 -22%
RWPA
1403
Richard W. Paul & Associates
Michigan
$11.6K – – –
WWP
1404
WR Wealth Planners
Missouri
$11.6K +$11.6K +56 New
FPB
1405
First PREMIER Bank
South Dakota
$11K +$1.63K +8 +17%
NSIM
1406
North Star Investment Management
Illinois
$11K +$6.83K +33 +165%
DF
1407
Dunhill Financial
United Kingdom
$10.5K +$1.65K +8 +19%
AEPWM
1408
Atlantic Edge Private Wealth Management
Florida
$10.3K – – –
MRCM
1409
M&R Capital Management
New Jersey
$10.3K – – –
AW
1410
Avion Wealth
Texas
$10K +$1.96K +9 +24%
MWM
1411
Mascoma Wealth Management
New Hampshire
$9.72K – – –
GJIA
1412
Glass Jacobson Investment Advisors
Maryland
$9.72K – – –
PCWA
1413
Pacific Capital Wealth Advisors
California
$9.1K +$9.1K +44 New
AFS
1414
Annapolis Financial Services
Maryland
$8.69K – – –
CWC
1415
Carolinas Wealth Consulting
North Carolina
$8.19K -$1.02K -5 -11%
SIC
1416
SJS Investment Consulting
Ohio
$8.07K – – –
WIA
1417
Wetzel Investment Advisors
Indiana
$7.97K – – –
DPW
1418
DiNuzzo Private Wealth
Pennsylvania
$7.65K – – –
LFG
1419
Larson Financial Group
Missouri
$7.08K – – –
RWA
1420
Redmont Wealth Advisors
Illinois
$7.03K +$7.03K +34 New
HI
1421
Hoey Investments
Pennsylvania
$6.62K – – –
CCMI
1422
Creative Capital Management Investments
California
$6.62K – – –
FFA
1423
Frazier Financial Advisors
Ohio
$6.22K +$415 +2 +7%
WWM
1424
Wolff Wiese Magana
California
$6.21K – – –
FMTCOCP
1425
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K +$6K +28 New
55 56
57
58 59