Latest Institutional Transactions on Progressive Corp (PGR)
This table provides information on the latest institutional transactions involving Progressive Corp (PGR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-5.48K- 66.78% |
$1.31M - $1.47M
|
2.72K
$714K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
100New |
$24K - $26.9K
|
100
$26.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
161+ 4.86% |
$38.6K - $43.3K
|
3.48K
$911K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-819- 0.59% |
$196K - $220K
|
139K
$36.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
270+ 1.28% |
$64.7K - $72.6K
|
21.4K
$5.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
163+ 12.46% |
$39.1K - $43.8K
|
1.47K
$386K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
554+ 80.88% |
$133K - $149K
|
1.24K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8+ 53.33% |
$1.92K - $2.15K
|
23
$6.03K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
402+ 14.69% |
$96.3K - $108K
|
3.14K
$823K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1- 0.03% |
$240 - $269
|
3.78K
$992K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
30+ 1.48% |
$7.19K - $8.07K
|
2.05K
$538K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
79+ 8.62% |
$18.9K - $21.2K
|
995
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
38.1K+ 9.5% |
$9.13M - $10.3M
|
439K
$115M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.56K- 67.4% |
$1.09M - $1.23M
|
2.21K
$578K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
109New |
$26.1K - $29.3K
|
109
$28.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-6.85K- 12.85% |
$1.64M - $1.84M
|
46.4K
$12.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-142- 3.15% |
$34K - $38.2K
|
4.37K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-18K- 3.41% |
$4.32M - $4.85M
|
511K
$134M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.09K- 9.97% |
$739K - $830K
|
27.9K
$7.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.67K- 99.94% |
$399K - $448K
|
1
$262
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17+ 0.07% |
$4.07K - $4.57K
|
24K
$6.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
PUT |
10KNew |
$2.4M - $2.69M
|
10K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 5.56% |
$1.44K - $1.61K
|
114
$29.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.91K+ 227.6% |
$456K - $512K
|
2.74K
$719K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-78- 2.19% |
$18.7K - $21K
|
3.49K
$914K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
56+ 1.01% |
$13.4K - $15.1K
|
5.62K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
116+ 3.51% |
$27.8K - $31.2K
|
3.42K
$897K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.79KNew |
$908K - $1.02M
|
3.79K
$993K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.12KNew |
$269K - $302K
|
1.12K
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10- 0.95% |
$2.4K - $2.69K
|
1.05K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-44- 42.72% |
$10.5K - $11.8K
|
59
$15.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-8- 0.16% |
$1.92K - $2.15K
|
5K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
976New |
$234K - $262K
|
976
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
52+ 2.52% |
$12.5K - $14K
|
2.12K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.46K+ 4.08% |
$589K - $661K
|
62.7K
$16.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.36KNew |
$325K - $365K
|
1.36K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
478+ 11.88% |
$115K - $129K
|
4.5K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-265- 2.91% |
$63.5K - $71.3K
|
8.84K
$2.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-16- 0.23% |
$3.83K - $4.3K
|
6.8K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
269+ 4.79% |
$64.5K - $72.3K
|
5.88K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.65K- 13.06% |
$635K - $713K
|
17.6K
$4.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-9.91K- 3.28% |
$2.37M - $2.66M
|
292K
$76.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.64K- 1.92% |
$633K - $710K
|
135K
$35.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.03K- 34.82% |
$725K - $814K
|
5.67K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.73% |
$240 - $269
|
138
$36.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
723+ 8.06% |
$173K - $194K
|
9.69K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.88KNew |
$690K - $774K
|
2.88K
$755K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.26K+ 9.92% |
$303K - $340K
|
14K
$3.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.05% |
$240 - $269
|
96
$25.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
11.8K+ 102.11% |
$2.82M - $3.16M
|
23.3K
$6.1M
|