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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.23% |
$647 - $827
|
1.76K
$456K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 3.36% |
$647 - $827
|
123
$31.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3+ 0.18% |
$485 - $620
|
1.66K
$430K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 12.5% |
$485 - $620
|
27
$6.99K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3+ 0.05% |
$485 - $620
|
5.86K
$1.52M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3New |
$485 - $620
|
3
$776
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$323 - $414
|
3.49K
$903K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$323 - $414
|
2
$518
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 7.14% |
$323 - $414
|
30
$7.76K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.67% |
$162 - $207
|
151
$39.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.14% |
$162 - $207
|
89
$23K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$162 - $207
|
2.23K
$577K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$162 - $207
|
5.44K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1+ 0.05% |
$162 - $207
|
1.86K
$482K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1- 0.05% |
$162 - $207
|
1.95K
$504K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.07% |
$162 - $207
|
1.41K
$366K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$323 - $414
|
2.38K
$616K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-2- 0.49% |
$323 - $414
|
403
$104K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 0.05% |
$485 - $620
|
5.96K
$1.54M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.02% |
$485 - $620
|
18.5K
$4.78M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4- 0.09% |
$647 - $827
|
4.55K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4- 0.11% |
$647 - $827
|
3.69K
$954K
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-5- 0.02% |
$808 - $1.03K
|
27.2K
$7.03M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 11.11% |
$808 - $1.03K
|
40
$10.4K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-6- 4.2% |
$970 - $1.24K
|
137
$35.4K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7- 0.21% |
$1.13K - $1.45K
|
3.3K
$853K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-7- 0.13% |
$1.13K - $1.45K
|
5.24K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8- 0.37% |
$1.29K - $1.65K
|
2.17K
$560K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-9- 0.05% |
$1.45K - $1.86K
|
16.7K
$4.32M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-9- 28.13% |
$1.45K - $1.86K
|
23
$5.95K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-10- 0.53% |
$1.62K - $2.07K
|
1.89K
$488K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11- 0.16% |
$1.78K - $2.28K
|
6.88K
$1.78M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-11- 0.69% |
$1.78K - $2.28K
|
1.58K
$409K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-12- 0.07% |
$1.94K - $2.48K
|
16.6K
$4.29M
|
|
|
May 14, 2024
Q1 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-12- 16.44% |
$1.94K - $2.48K
|
61
$15.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-13- 59.09% |
$2.1K - $2.69K
|
9
$2.33K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-14- 14.0% |
$2.26K - $2.9K
|
86
$22.3K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-14- 0.24% |
$2.26K - $2.9K
|
5.73K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-14- 6.01% |
$2.26K - $2.9K
|
219
$56.7K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-16- 21.92% |
$2.59K - $3.31K
|
57
$14.7K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-17- 0.91% |
$2.75K - $3.52K
|
1.85K
$478K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18- 6.67% |
$2.91K - $3.72K
|
252
$65.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 10.38% |
$3.07K - $3.93K
|
164
$42.4K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-19- 0.64% |
$3.07K - $3.93K
|
2.95K
$764K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-19- 4.68% |
$3.07K - $3.93K
|
387
$100K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-20- 0.61% |
$3.23K - $4.14K
|
3.28K
$849K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-21- 2.07% |
$3.39K - $4.34K
|
993
$257K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21- 10.29% |
$3.39K - $4.34K
|
183
$47.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-22- 1.03% |
$3.56K - $4.55K
|
2.12K
$547K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-22- 0.81% |
$3.56K - $4.55K
|
2.7K
$699K
|