Institutional Ownership Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR). We have compiled data on the 1,734 institutions that hold shares in the stock, with a total of 489 Million shares, which have been reported (via 13F filing form) to have a value of $127 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
4,149
shares
|
$1.07 Million
0.45% of portfolio
|
Q3 2024
Added 45.12%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
4,142
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
4,137
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
4,135
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
4,123
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
4,119
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2024
Added 13.31%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,102
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2022
Reduced 12.24%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
4,096
shares
|
$1.06 Million
0.22% of portfolio
|
Q4 2022
Reduced 26.8%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
4,093
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2024
Added 6.89%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
4,071
shares
|
$1.05 Million
0.23% of portfolio
|
Q3 2024
Reduced 19.72%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,025
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
4,025
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
4,000
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,966
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
3,944
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
3,918
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Added 188.94%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
3,910
shares
|
$1.01 Million
0.65% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,893
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
3,882
shares
|
$1 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,880
shares
|
$1 Million
0.41% of portfolio
|
Q2 2024
Reduced 12.71%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,801
shares
|
$983,508
0.06% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Aug 05, 2024 Q2 2024 |
3,797
shares
|
$982,473
0.02% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Nov 14, 2022 Q3 2022 |
3,770
shares
|
$975,487
0.66% of portfolio
|
Q4 2021
New holding
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
3,766
shares
|
$974,452
0.06% of portfolio
|
Q2 2024
Added 8.59%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
3,720
shares
|
$962,550
0.6% of portfolio
|
Q3 2024
Reduced 7.0%
|