Purchases and Sales Made in Q2 2023 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.22K+ 5.01% |
$153K - $182K
|
25.6K
$6.62M
|
|
Aug 10, 2023
Q2 2023
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
1.22K+ 1.4% |
$152K - $181K
|
88.2K
$22.8M
|
|
Jul 21, 2023
Q2 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
1.2K+ 4.62% |
$150K - $179K
|
27.2K
$7.04M
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.17K+ 56.62% |
$146K - $174K
|
3.24K
$838K
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.17K+ 0.06% |
$146K - $174K
|
2.01M
$519M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.16K+ 10.57% |
$145K - $173K
|
12.1K
$3.14M
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 3.72% |
$140K - $167K
|
31.2K
$8.07M
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.1K+ 4.49% |
$138K - $164K
|
25.7K
$6.65M
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.1KNew |
$138K - $164K
|
1.1K
$285K
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.05K+ 13.89% |
$131K - $156K
|
8.59K
$2.22M
|
|
Aug 09, 2023
Q2 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.03K+ 13.67% |
$128K - $153K
|
8.53K
$2.21M
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.02K+ 18.31% |
$127K - $152K
|
6.57K
$1.7M
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1K+ 20.0% |
$125K - $149K
|
6K
$1.55M
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
982+ 2.96% |
$123K - $146K
|
34.1K
$8.83M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
947+ 14.07% |
$118K - $141K
|
7.68K
$1.99M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
947+ 14.07% |
$118K - $141K
|
7.68K
$1.99M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
944+ 54.25% |
$118K - $141K
|
2.68K
$694K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
847+ 0.69% |
$106K - $126K
|
123K
$31.8M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
819+ 1.77% |
$102K - $122K
|
47.1K
$12.2M
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
815+ 18.56% |
$102K - $121K
|
5.21K
$1.35M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
766+ 2.77% |
$95.8K - $114K
|
28.4K
$7.36M
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
759+ 9.91% |
$94.9K - $113K
|
8.42K
$2.18M
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
748+ 11.0% |
$93.5K - $111K
|
7.55K
$1.95M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
724+ 1.08% |
$90.5K - $108K
|
68K
$17.6M
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
715+ 19.02% |
$89.4K - $107K
|
4.47K
$1.16M
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
706+ 5.08% |
$88.3K - $105K
|
14.6K
$3.78M
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
691+ 1.0% |
$86.4K - $103K
|
70.1K
$18.1M
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
659+ 11.33% |
$82.4K - $98.2K
|
6.47K
$1.68M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
654+ 24.79% |
$81.8K - $97.4K
|
3.29K
$852K
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
640+ 10.12% |
$80K - $95.4K
|
6.96K
$1.8M
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
635+ 0.25% |
$79.4K - $94.6K
|
254K
$65.7M
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
620+ 4.71% |
$77.5K - $92.4K
|
13.8K
$3.57M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
613+ 23.03% |
$76.7K - $91.3K
|
3.28K
$847K
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
590+ 9.92% |
$73.8K - $87.9K
|
6.54K
$1.69M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
589+ 1.79% |
$73.7K - $87.8K
|
33.4K
$8.64M
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
572New |
$71.5K - $85.2K
|
572
$148K
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
571+ 27.57% |
$71.4K - $85.1K
|
2.64K
$684K
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
567+ 5.04% |
$70.9K - $84.5K
|
11.8K
$3.06M
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
560+ 0.37% |
$70K - $83.4K
|
151K
$39M
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
555+ 9.8% |
$69.4K - $82.7K
|
6.22K
$1.61M
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
555New |
$69.4K - $82.7K
|
555
$144K
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
544+ 2.21% |
$68K - $81.1K
|
25.1K
$6.51M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
543+ 2.55% |
$67.9K - $80.9K
|
21.8K
$5.65M
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
535+ 6.56% |
$66.9K - $79.7K
|
8.69K
$2.25M
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
530+ 1.0% |
$66.3K - $79K
|
53.7K
$13.9M
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
529+ 7.46% |
$66.2K - $78.8K
|
7.62K
$1.97M
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
499+ 0.6% |
$62.4K - $74.4K
|
84.2K
$21.8M
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
485+ 6.64% |
$60.6K - $72.3K
|
7.79K
$2.02M
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
484+ 1.09% |
$60.5K - $72.1K
|
44.8K
$11.6M
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
472+ 24.57% |
$59K - $70.3K
|
2.39K
$619K
|