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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
186+ 11.79% |
$23.3K - $27.7K
|
1.76K
$456K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
186+ 9.06% |
$23.3K - $27.7K
|
2.24K
$580K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
186+ 9.06% |
$23.3K - $27.7K
|
2.24K
$580K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
183+ 5.93% |
$22.9K - $27.3K
|
3.27K
$846K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
182+ 6.51% |
$22.8K - $27.1K
|
2.98K
$770K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
180+ 4.12% |
$22.5K - $26.8K
|
4.55K
$1.18M
|
|
|
Aug 18, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
174+ 5.89% |
$21.8K - $25.9K
|
3.13K
$809K
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
173+ 2.72% |
$21.6K - $25.8K
|
6.54K
$1.69M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
168+ 9.91% |
$21K - $25K
|
1.86K
$482K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
168New |
$21K - $25K
|
168
$43.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
157+ 2.07% |
$19.6K - $23.4K
|
7.73K
$2M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
156New |
$19.5K - $23.2K
|
156
$40.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
156+ 1.31% |
$19.5K - $23.2K
|
12.1K
$3.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
151+ 78.24% |
$18.9K - $22.5K
|
344
$89K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
150+ 4.74% |
$18.8K - $22.4K
|
3.32K
$858K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
148New |
$18.5K - $22.1K
|
148
$38.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
145+ 18.38% |
$18.1K - $21.6K
|
934
$242K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
144+ 9.11% |
$18K - $21.5K
|
1.73K
$446K
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
144+ 1.11% |
$18K - $21.5K
|
13.1K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
142+ 0.02% |
$17.8K - $21.2K
|
826K
$214M
|
|
|
Jul 31, 2023
Q2 2023
|
Ghe, LLC
|
BUY
|
- |
141+ 0.49% |
$17.6K - $21K
|
28.7K
$7.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
139+ 2.81% |
$17.4K - $20.7K
|
5.09K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
131+ 2.95% |
$16.4K - $19.5K
|
4.57K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
126+ 1.25% |
$15.8K - $18.8K
|
10.2K
$2.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
126+ 1.91% |
$15.8K - $18.8K
|
6.72K
$1.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
125+ 2.42% |
$15.6K - $18.6K
|
5.28K
$1.37M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
124New |
$15.5K - $18.5K
|
124
$32.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
123+ 4.48% |
$15.4K - $18.3K
|
2.87K
$742K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
112+ 3.51% |
$14K - $16.7K
|
3.3K
$855K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
110+ 5.92% |
$13.8K - $16.4K
|
1.97K
$509K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
108+ 2.29% |
$13.5K - $16.1K
|
4.83K
$1.25M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
100+ 4.76% |
$12.5K - $14.9K
|
2.2K
$569K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
95+ 95.0% |
$11.9K - $14.2K
|
195
$50.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
93New |
$11.6K - $13.9K
|
93
$24.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
90+ 2.16% |
$11.3K - $13.4K
|
4.26K
$1.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
88+ 2.58% |
$11K - $13.1K
|
3.49K
$904K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
88New |
$11K - $13.1K
|
88
$22.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
87+ 0.85% |
$10.9K - $13K
|
10.3K
$2.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
86+ 2.26% |
$10.8K - $12.8K
|
3.89K
$1.01M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
86+ 2.26% |
$10.8K - $12.8K
|
3.89K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85+ 15.74% |
$10.6K - $12.7K
|
625
$162K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
84New |
$10.5K - $12.5K
|
84
$21.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
81+ 3.6% |
$10.1K - $12.1K
|
2.33K
$603K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
81+ 1.0% |
$10.1K - $12.1K
|
8.19K
$2.12M
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
81New |
$10.1K - $12.1K
|
81
$21K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
80+ 0.44% |
$10K - $11.9K
|
18.5K
$4.78M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
79+ 0.9% |
$9.88K - $11.8K
|
8.82K
$2.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
78+ 4.82% |
$9.75K - $11.6K
|
1.7K
$439K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
75+ 3.44% |
$9.38K - $11.2K
|
2.26K
$584K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
75+ 1.05% |
$9.38K - $11.2K
|
7.22K
$1.87M
|