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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
LB
1426
Legacy Bridge
Iowa
$23.1K
SC
1427
Stephens Consulting
Michigan
$23.1K +$23.2K +111 New
WPA
1428
West Paces Advisors
Georgia
$22.2K
BCMLT
1429
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.8K +$2.51K +12 +13%
WB
1430
Webster Bank
Connecticut
$21.6K -$34.1K -163 -61%
CHA
1431
Carmichael Hill & Associates
Maryland
$21.4K
PCWA
1432
Pacific Capital Wealth Advisors
California
$21.4K +$12.3K +59 +134%
MFT
1433
Moisand Fitzgerald Tamayo
Florida
$21K
MIM
1434
Manitou Investment Management
Ontario, Canada
$20.8K
CPG
1435
Cornerstone Planning Group
New Jersey
$20.7K +$2.51K +12 +14%
GI
1436
Gradient Investments
Minnesota
$20.1K +$18.4K +88 +978%
IWA
1437
IBEX Wealth Advisors
New Jersey
$18.9K +$19K +91 New
PP
1438
PFS Partners
New Jersey
$18.4K
PWMG
1439
Private Wealth Management Group
New Jersey
$17.9K +$628 +3 +4%
SIS
1440
Sound Income Strategies
Florida
$17.4K
CIAS
1441
CBIZ Investment Advisory Services
Ohio
$16.7K
CWM
1442
Cedar Wealth Management
California
$16.2K -$7.54K -36 -32%
MFG
1443
Mendota Financial Group
Wisconsin
$16K
AP
1444
Atwood & Palmer
Missouri
$15.6K -$1.88K -9 -11%
AEPWM
1445
Atlantic Edge Private Wealth Management
Florida
$15.6K +$5.23K +25 +50%
EFG
1446
Embree Financial Group
Illinois
$15.4K +$15.5K +74 New
LAM
1447
Lummis Asset Management
Texas
$15.2K
VWA
1448
Valued Wealth Advisors
Utah
$15.2K +$2.09K +10 +16%
DP
1449
Denver PWM
Colorado
$15.2K +$15.3K +73 New
HGERS
1450
Householder Group Estate & Retirement Specialist
Arizona
$15K

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.