Marcum Wealth, LLC Progressive Corp Transaction History

Marcum Wealth, LLC

$988 Million
Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Progressive Corp stock. As of the latest transaction made, Marcum Wealth, LLC holds 47,554 shares of PGR stock, worth $11.8 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

47,554

Previous 47,314 0.51%

Holding current value

$11.8 Million

Previous $9.79 Million 0.94%

% of portfolio

1.0%

Previous 1.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	BUY	$202.26 - $215.9 $48,542 - $51,816	240 Added 0.51%	47,554 $9.88 Million
Q1 2024 Apr 10, 2024	SELL	$161.63 - $206.82 $31,356 - $40,123	-194 Reduced 0.41%	47,314 $9.79 Million
Q4 2023 Jan 10, 2024	SELL	$138.97 - $165.13 $33,630 - $39,961	-242 Reduced 0.51%	47,508 $7.57 Million
Q3 2023 Oct 10, 2023	SELL	$114.78 - $143.26 $4,935 - $6,160	-43 Reduced 0.09%	47,750 $6.65 Million
Q2 2023 Jul 13, 2023	BUY	$125.05 - $149.0 $4,751 - $5,662	38 Added 0.08%	47,793 $6.33 Million
Q1 2023 Apr 19, 2023	SELL	$125.92 - $145.64 $214,064 - $247,587	-1,700 Reduced 3.44%	47,755 $6.83 Million
Q4 2022 Jan 12, 2023	BUY	$115.89 - $132.48 $288,102 - $329,345	2,486 Added 5.29%	49,455 $0
Q3 2022 Oct 11, 2022	BUY	$110.29 - $129.22 $6,617 - $7,753	60 Added 0.13%	46,969 $5.46 Million
Q2 2022 Jul 14, 2022	SELL	$106.95 - $121.19 $1,497 - $1,696	-14 Reduced 0.03%	46,909 $5.45 Million
Q1 2022 Apr 20, 2022	BUY	$102.0 - $117.17 $6,732 - $7,733	66 Added 0.14%	46,923 $5.35 Million
Q4 2021 Feb 01, 2022	BUY	$90.01 - $103.97 $49,055 - $56,663	545 Added 1.18%	46,857 $4.81 Million
Q3 2021 Nov 08, 2021	BUY	$90.35 - $99.88 $38,850 - $42,948	430 Added 0.94%	46,312 $4.19 Million
Q2 2021 Aug 10, 2021	BUY	$91.84 - $107.1 $459 - $535	5 Added 0.01%	45,882 $4.51 Million
Q1 2021 May 11, 2021	BUY	$85.13 - $98.79 $3.14 Million - $3.64 Million	36,839 Added 407.6%	45,877 $4.39 Million
Q4 2020 Feb 09, 2021	BUY	$87.11 - $101.38 $522 - $608	6 Added 0.07%	9,038 $894,000
Q3 2020 Nov 09, 2020	SELL	$77.37 - $97.36 $2,630 - $3,310	-34 Reduced 0.38%	9,032 $855,000
Q2 2020 Aug 14, 2020	BUY	$72.19 - $82.96 $2,743 - $3,152	38 Added 0.42%	9,066 $726,000
Q1 2020 May 14, 2020	SELL	$66.55 - $83.86 $798 - $1,006	-12 Reduced 0.13%	9,028 $667,000
Q4 2019 Feb 13, 2020	BUY	$68.4 - $76.9 $618,336 - $695,176	9,040 New	9,040 $654,000

Others Institutions Holding PGR

# of Institutions

1,661

Shares Held

487M

Call Options Held

2.02M

Put Options Held

1.65M

View Full List

About PROGRESSIVE CORP

Ticker PGR
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 585,100,032
Market Cap $146B
Description
The Progressive Corporation, an insurance holding company, provides personal and commercial auto, personal residential and commercial property, general liability, and other specialty property-casualty insurance products and related services in the United States. It operates in three segments: Personal Lines, Commercial Lines, and Property. The P...

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Marcum Wealth, LLC Progressive Corp Transaction History