Latest Institutional Purchases of Progressive Corp (PGR)
This list provides information on the latest institutional transactions involving Progressive Corp (PGR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
800+ 9.31% |
$204K - $231K
|
9.39K
$2.32M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
796New |
$203K - $230K
|
796
$197K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
783+ 16.05% |
$200K - $226K
|
5.66K
$1.4M
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
765+ 90.64% |
$195K - $221K
|
1.61K
$398K
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
763+ 1.24% |
$195K - $220K
|
62.1K
$15.4M
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
762+ 6.76% |
$195K - $220K
|
12K
$2.98M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
759New |
$194K - $219K
|
759
$188K
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
757+ 29.0% |
$193K - $219K
|
3.37K
$833K
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
757New |
$193K - $219K
|
757
$187K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
750+ 25.86% |
$191K - $217K
|
3.65K
$903K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
749+ 17.97% |
$191K - $216K
|
4.92K
$1.22M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
748+ 13.06% |
$191K - $216K
|
6.48K
$1.6M
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
742+ 4.57% |
$189K - $214K
|
17K
$4.2M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
713+ 3.14% |
$182K - $206K
|
23.4K
$5.79M
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
706+ 9.24% |
$180K - $204K
|
8.35K
$2.06M
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
689+ 70.59% |
$176K - $199K
|
1.67K
$412K
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
681+ 33.97% |
$174K - $197K
|
2.69K
$664K
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
656+ 27.19% |
$167K - $189K
|
3.07K
$759K
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
647+ 26.77% |
$165K - $187K
|
3.06K
$758K
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
640+ 7.93% |
$163K - $185K
|
8.71K
$2.15M
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
626+ 44.15% |
$160K - $181K
|
2.04K
$506K
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
625+ 7.1% |
$160K - $180K
|
9.42K
$2.33M
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
608+ 49.75% |
$155K - $176K
|
1.83K
$453K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
580+ 3.92% |
$148K - $167K
|
15.4K
$3.8M
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
565+ 1.91% |
$144K - $163K
|
30.1K
$7.45M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
563+ 11.68% |
$144K - $163K
|
5.39K
$1.33M
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
551+ 7.86% |
$141K - $159K
|
7.56K
$1.87M
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
496+ 38.96% |
$127K - $143K
|
1.77K
$438K
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
488+ 31.48% |
$125K - $141K
|
2.04K
$504K
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
480+ 58.11% |
$123K - $139K
|
1.31K
$323K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
462+ 37.47% |
$118K - $133K
|
1.7K
$419K
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
461+ 17.18% |
$118K - $133K
|
3.15K
$778K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
431+ 10.29% |
$110K - $124K
|
4.62K
$1.14M
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
429+ 2.99% |
$110K - $124K
|
14.8K
$3.65M
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
406+ 0.2% |
$104K - $117K
|
199K
$49.2M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
394New |
$101K - $114K
|
394
$97.5K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
393+ 6.67% |
$100K - $113K
|
6.29K
$1.55M
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
375New |
$95.7K - $108K
|
375
$92.8K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
369New |
$94.2K - $107K
|
369
$91.3K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
361+ 80.58% |
$92.2K - $104K
|
809
$200K
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
358+ 10.15% |
$91.4K - $103K
|
3.89K
$961K
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
357+ 8.44% |
$91.1K - $103K
|
4.59K
$1.14M
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
346+ 7.47% |
$88.3K - $99.9K
|
4.98K
$1.23M
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
344+ 18.25% |
$87.8K - $99.3K
|
2.23K
$551K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
323+ 14.55% |
$82.5K - $93.3K
|
2.54K
$629K
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
315+ 16.73% |
$80.4K - $91K
|
2.2K
$544K
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
313+ 1.7% |
$79.9K - $90.4K
|
18.8K
$4.64M
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
310+ 7.64% |
$79.1K - $89.5K
|
4.37K
$1.08M
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
BUY
|
- |
293+ 2.46% |
$74.8K - $84.6K
|
12.2K
$3.02M
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
290+ 39.35% |
$74K - $83.7K
|
1.03K
$254K
|