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Progressive

1,187 hedge funds and large institutions have $71.6B invested in Progressive in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 434 increasing their positions, 456 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 88

11% more capital invested

Capital invested by funds: $64.3B → $71.6B (+$7.3B)

9% more funds holding in top 10

Funds holding in top 10: 5358 (+5)

1% more funds holding

Funds holding: 1,1711,187 (+16)

0.56% more ownership

Funds ownership: 84.99%85.54% (+0.56%)

1% less call options, than puts

Call options by funds: $249M | Put options by funds: $252M

5% less repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 456

Holders
1,187
Holders Change
+16
Holders Change %
+1.37%
% of All Funds
18.92%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.92%
New
126
Increased
434
Reduced
456
Closed
88
Calls
$249M
Puts
$252M
Net Calls
-$3.6M
Net Calls Change
+$9.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.34B +$103M +746,366 +1%
BlackRock
2
BlackRock
New York
$6.14B -$76.5M -554,454 -1%
JP Morgan Chase
3
JP Morgan Chase
New York
$3.77B +$35M +254,125 +1%
State Street
4
State Street
Massachusetts
$3.49B -$160M -1,159,961 -5%
Bank of America
5
Bank of America
North Carolina
$2.74B -$12.7M -92,313 -0.5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.62B -$30.6M -221,788 -1%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.14B -$32.1M -232,484 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.79B +$435M +3,158,144 +34%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.69B -$108M -782,891 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.57B -$44.7M -324,428 -3%
AllianceBernstein
11
AllianceBernstein
Tennessee
$1.34B +$3.36M +24,397 +0.3%
Artisan Partners
12
Artisan Partners
Wisconsin
$1.24B -$32M -232,296 -3%
Principal Financial Group
13
Principal Financial Group
Iowa
$1.11B -$488K -3,539 -0%
Capital World Investors
14
Capital World Investors
California
$1.04B +$10.8M +78,073 +1%
Morgan Stanley
15
Morgan Stanley
New York
$926M -$34.2M -247,982 -4%
Norges Bank
16
Norges Bank
Norway
$909M +$22.9M +166,127 +3%
Northern Trust
17
Northern Trust
Illinois
$876M -$21.7M -157,205 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$863M +$4.41M +31,984 +0.5%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$830M +$16.3M +118,566 +2%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$755M +$194M +1,408,070 +36%
Deutsche Bank
21
Deutsche Bank
Germany
$745M -$6.22M -45,078 -0.9%
Invesco
22
Invesco
Georgia
$695M +$108M +780,835 +19%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$646M +$17.3M +125,754 +3%
Fidelity International
24
Fidelity International
Bermuda
$604M +$66.5M +482,100 +13%
Legal & General Group
25
Legal & General Group
United Kingdom
$581M +$3.44M +24,941 +0.6%

PGR Hedge Fund Activity: Q1 2023 in Review

1,187 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q1 2023, worth a combined $71.6B — up 11% from $64.3B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new PGR positions and 88 closed out — a net gain of 38 holders — while 434 added to existing stakes and 456 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $435M. The largest seller was Cooke & Bieler, cutting an estimated $206M.

  • 1,187 institutional investors held Progressive (PGR) as of Q1 2023, up from 1,171 in Q4 2022.
  • Funds reported $71.6B of Progressive stock for Q1 2023, up 11% quarter-over-quarter.
  • 126 funds opened new Progressive positions in Q1 2023 and 88 closed out, a net change of +38 holders.
  • The largest Progressive buyer in Q1 2023 was Fidelity Investments, an estimated $435M added.
  • The largest Progressive seller in Q1 2023 was Cooke & Bieler, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2023.