Purchases and Sales Made in Q1 2024 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
78+ 0.4% |
$12.6K - $16.1K
|
19.5K
$5.05M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
77+ 50.33% |
$12.4K - $15.9K
|
230
$59.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
76+ 0.46% |
$12.3K - $15.7K
|
16.5K
$4.27M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
73+ 4.31% |
$11.8K - $15.1K
|
1.77K
$457K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
73New |
$11.8K - $15.1K
|
73
$18.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
69+ 0.11% |
$11.2K - $14.3K
|
62K
$16M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
68+ 4.04% |
$11K - $14.1K
|
1.75K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
67+ 0.38% |
$10.8K - $13.9K
|
17.9K
$4.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
66+ 2.26% |
$10.7K - $13.7K
|
2.98K
$772K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
66+ 244.44% |
$10.7K - $13.7K
|
93
$24.1K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
65+ 0.35% |
$10.5K - $13.4K
|
18.8K
$4.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
64+ 1.6% |
$10.3K - $13.2K
|
4.07K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
64+ 0.75% |
$10.3K - $13.2K
|
8.56K
$2.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
63+ 0.14% |
$10.2K - $13K
|
46.7K
$12.1M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
63+ 3.17% |
$10.2K - $13K
|
2.05K
$531K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
63+ 0.4% |
$10.2K - $13K
|
15.7K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
63+ 6.96% |
$10.2K - $13K
|
968
$250K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
62+ 4.09% |
$10K - $12.8K
|
1.58K
$409K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
60+ 1.64% |
$9.7K - $12.4K
|
3.71K
$960K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
57+ 3.28% |
$9.21K - $11.8K
|
1.8K
$465K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
57+ 2.65% |
$9.21K - $11.8K
|
2.21K
$572K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
57+ 3.01% |
$9.21K - $11.8K
|
1.95K
$505K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
56+ 1.22% |
$9.05K - $11.6K
|
4.64K
$1.2M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56New |
$9.05K - $11.6K
|
56
$14.5K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
55+ 0.53% |
$8.89K - $11.4K
|
10.5K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
55+ 0.3% |
$8.89K - $11.4K
|
18.6K
$4.81M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
50+ 0.2% |
$8.08K - $10.3K
|
24.9K
$6.45M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
49+ 3.3% |
$7.92K - $10.1K
|
1.53K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
45+ 3.95% |
$7.27K - $9.31K
|
1.18K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
45+ 0.67% |
$7.27K - $9.31K
|
6.77K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
44New |
$7.11K - $9.1K
|
44
$11.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
43+ 0.42% |
$6.95K - $8.89K
|
10.3K
$2.65M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
43+ 29.86% |
$6.95K - $8.89K
|
187
$48.4K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
43+ 3.36% |
$6.95K - $8.89K
|
1.32K
$343K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
41+ 95.35% |
$6.63K - $8.48K
|
84
$21.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
41+ 0.14% |
$6.63K - $8.48K
|
29.1K
$7.53M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
39+ 3.13% |
$6.3K - $8.07K
|
1.29K
$333K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
38+ 17.92% |
$6.14K - $7.86K
|
250
$64.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
37+ 18.5% |
$5.98K - $7.65K
|
237
$61.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
35+ 2.62% |
$5.66K - $7.24K
|
1.37K
$354K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
34New |
$5.5K - $7.03K
|
34
$8.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
33+ 0.32% |
$5.33K - $6.83K
|
10.4K
$2.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
33+ 2.42% |
$5.33K - $6.83K
|
1.4K
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
33+ 1.66% |
$5.33K - $6.83K
|
2.02K
$523K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
33+ 165.0% |
$5.33K - $6.83K
|
53
$13.7K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
33+ 0.67% |
$5.33K - $6.83K
|
4.93K
$1.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
32+ 1.87% |
$5.17K - $6.62K
|
1.74K
$450K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
32+ 2.25% |
$5.17K - $6.62K
|
1.46K
$376K
|
|
|
Apr 29, 2024
Q1 2024
|
Ghe, LLC
|
BUY
|
- |
31+ 0.11% |
$5.01K - $6.41K
|
28.6K
$7.4M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
30+ 3.65% |
$4.85K - $6.2K
|
851
$220K
|