Purchases and Sales Made in Q1 2023 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q1 2023. The information is specifically focused on institutions that hold shares of PROGRESSIVE CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13+ 0.08% |
$1.64K - $1.89K
|
16.8K
$4.35M
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
13+ 23.21% |
$1.64K - $1.89K
|
69
$17.9K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13+ 10.0% |
$1.64K - $1.89K
|
143
$37K
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13+ 0.36% |
$1.64K - $1.89K
|
3.64K
$941K
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
12+ 0.3% |
$1.51K - $1.75K
|
4.04K
$1.04M
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 4.05% |
$1.13K - $1.31K
|
231
$59.8K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$881 - $1.02K
|
7
$1.81K
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
7+ 0.03% |
$881 - $1.02K
|
20.9K
$5.42M
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6+ 600.0% |
$756 - $874
|
7
$1.81K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 10.0% |
$630 - $728
|
55
$14.2K
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
4+ 0.01% |
$504 - $583
|
43.8K
$11.3M
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
4+ 6.56% |
$504 - $583
|
65
$16.8K
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4+ 0.08% |
$504 - $583
|
5.34K
$1.38M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 1.84% |
$378 - $437
|
166
$43K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3+ 0.02% |
$378 - $437
|
19.3K
$4.99M
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2New |
$252 - $291
|
2
$518
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 1.36% |
$252 - $291
|
149
$38.6K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$126 - $146
|
2.03K
$525K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$126 - $146
|
591
$153K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.52% |
$126 - $146
|
193
$49.9K
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1+ 0.05% |
$126 - $146
|
1.83K
$474K
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.05% |
$126 - $146
|
1.96K
$508K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$126 - $146
|
644
$167K
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.05% |
$126 - $146
|
2.15K
$557K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 2.04% |
$126 - $146
|
48
$12.4K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 1.06% |
$126 - $146
|
93
$24.1K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.18% |
$126 - $146
|
565
$146K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- 0.62% |
$504 - $583
|
640
$166K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 2.99% |
$504 - $583
|
130
$33.6K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 2.99% |
$504 - $583
|
130
$33.6K
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-6- 0.09% |
$756 - $874
|
6.69K
$1.73M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.01% |
$881 - $1.02K
|
76.5K
$19.8M
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-7- 0.26% |
$881 - $1.02K
|
2.65K
$686K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8- 0.5% |
$1.01K - $1.17K
|
1.6K
$414K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9- 0.51% |
$1.13K - $1.31K
|
1.77K
$458K
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-9- 0.11% |
$1.13K - $1.31K
|
8.03K
$2.08M
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-9- 28.13% |
$1.13K - $1.31K
|
23
$5.95K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 4.81% |
$1.26K - $1.46K
|
198
$51.2K
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-10- 0.05% |
$1.26K - $1.46K
|
22K
$5.7M
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-10- 0.53% |
$1.26K - $1.46K
|
1.89K
$488K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11- 0.64% |
$1.39K - $1.6K
|
1.71K
$443K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-11- 0.23% |
$1.39K - $1.6K
|
4.7K
$1.22M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 5.16% |
$1.39K - $1.6K
|
202
$52.3K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-12- 0.13% |
$1.51K - $1.75K
|
9.49K
$2.45M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12- 0.16% |
$1.51K - $1.75K
|
7.59K
$1.96M
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-13- 4.33% |
$1.64K - $1.89K
|
287
$74.3K
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-13- 0.49% |
$1.64K - $1.89K
|
2.66K
$688K
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-13- 0.35% |
$1.64K - $1.89K
|
3.7K
$956K
|
|
May 11, 2023
Q1 2023
|
Good Haven Capital Management, LLC
Millburn, NJ |
SELL
|
- |
-15- 0.02% |
$1.89K - $2.18K
|
60.5K
$15.7M
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
SELL
|
- |
-15- 0.2% |
$1.89K - $2.18K
|
7.57K
$1.96M
|