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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
2001
Hexagon Capital Partners
Arkansas
– -$55.8K -197 Closed
GFM
2002
GF Fund Management
China
– -$54.6K -193 Closed
EFMH
2003
E Fund Management (HK)
Hong Kong
– -$51K -181 Closed
MIFH
2004
Migdal Insurance & Financial Holdings
Israel
– -$48K -170 Closed
AF
2005
Atala Financial
California
– -$38.2K -135 Closed
WPA
2006
West Paces Advisors
Georgia
– -$30.3K -107 Closed
HH
2007
HWG Holdings
Texas
– -$28.3K -100 Closed
GJIA
2008
Glass Jacobson Investment Advisors
Maryland
– -$21.3K -89 Closed
CWC
2009
Carolinas Wealth Consulting
North Carolina
– -$11.5K -40 Closed
CHC
2010
City Holding Co
West Virginia
– -$11K -39 Closed
HHGA
2011
Halbert Hargrove Global Advisors
California
– -$9.06K -32 Closed
RWM
2012
Ruedi Wealth Management
Illinois
– -$7.64K -27 Closed
UIC
2013
Uniplan Investment Counsel
Wisconsin
– -$7.72K -27 Closed
SIM
2014
Synergy Investment Management
Florida
– -$7.36K -26 Closed
GP
2015
Greenline Partners
New York
– -$6.79K -24 Closed
PIS
2016
POM Investment Strategies
North Carolina
– -$6.51K -23 Closed
USB
2017
Union Savings Bank
Connecticut
– -$5.94K -21 Closed
WW
2018
Winnow Wealth
Texas
– -$4.98K -18 Closed
FAM
2019
Flaharty Asset Management
Florida
– -$3.68K -13 Closed
FIM
2020
FWL Investment Management
Texas
– -$3.4K -12 Closed
MWA
2021
Medallion Wealth Advisors
Connecticut
– -$3.13K -11 Closed
SFGP
2022
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$2.26K -8 Closed
CAM
2023
Chesapeake Asset Management
New York
– -$1.7K -6 Closed
PCTC
2024
Perkins Coie Trust Company
Washington
– -$1.7K -6 Closed
LWMI
2025
Legacy Wealth Management (Idaho)
Idaho
– -$1.42K -5 Closed
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