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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.

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 %
TCWA
1501
Turtle Creek Wealth Advisors
Texas
– -$107K -670 Closed
TWM
1502
Tradition Wealth Management
Minnesota
– -$103K -648 Closed
FWM
1503
Focused Wealth Management
New York
– -$81.4K -511 Closed
WTG
1504
West Tower Group
Virginia
– -$54.8K -344 Closed
BWM
1505
BKM Wealth Management
Wisconsin
– -$54.3K -341 Closed
EC
1506
EntryPoint Capital
New York
– -$45.1K -283 Closed
RFA
1507
Resurgent Financial Advisors
Georgia
– -$39.8K -250 Closed
AP
1508
Arlington Partners
Alabama
– -$27.7K -174 Closed
PP
1509
Paloma Partners
Connecticut
– -$22.5K -141 Closed
AWM
1510
Able Wealth Management
New Jersey
– -$13.1K -82 Closed
SA
1511
Scarborough Advisors
Maryland
– -$11.6K -73 Closed
LIWM
1512
Long Island Wealth Management
New York
– -$9K -56 Closed
TFA
1513
Toth Financial Advisory
Virginia
– -$8.76K -55 Closed
VF
1514
VitalStone Financial
Texas
– -$7K -46 Closed
LFA
1515
Level Financial Advisors
New York
– -$6.86K -43 Closed
RAM
1516
Readystate Asset Management
Illinois
– -$2.87K -18 Closed
TVAMP
1517
Tennessee Valley Asset Management Partners
Tennessee
– -$2.58K -16 Closed
NMG
1518
New Millennium Group
Utah
– -$2.39K -15 Closed
CTB
1519
Country Trust Bank
Illinois
– -$1.75K -11 Closed
PCM
1520
Perritt Capital Management
Illinois
– -$1.75K -11 Closed
IPW
1521
Impact Partnership Wealth
Georgia
– -$1.43K -9 Closed
FP
1522
Financial Perspectives
Minnesota
– -$478 -3 Closed
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