Purchases and Sales Made in Q4 2023 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-631- 11.25% |
$87.7K - $104K
|
4.98K
$1.29M
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-636- 5.76% |
$88.4K - $105K
|
10.4K
$2.69M
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-662- 3.84% |
$92K - $109K
|
16.6K
$4.29M
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-678- 4.11% |
$94.2K - $112K
|
15.8K
$4.09M
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-681- 0.48% |
$94.6K - $112K
|
141K
$36.6M
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-697- 2.72% |
$96.9K - $115K
|
24.9K
$6.45M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-715- 5.62% |
$99.4K - $118K
|
12K
$3.11M
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-716- 23.55% |
$99.5K - $118K
|
2.32K
$601K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-716- 29.57% |
$99.5K - $118K
|
1.71K
$441K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-721- 0.95% |
$100K - $119K
|
74.8K
$19.4M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-730- 11.84% |
$101K - $121K
|
5.43K
$1.41M
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-751- 28.36% |
$104K - $124K
|
1.9K
$491K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-752- 2.4% |
$105K - $124K
|
30.6K
$7.93M
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-757- 24.15% |
$105K - $125K
|
2.38K
$615K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-775- 10.12% |
$108K - $128K
|
6.88K
$1.78M
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-777- 7.07% |
$108K - $128K
|
10.2K
$2.64M
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-798- 0.16% |
$111K - $132K
|
486K
$126M
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-850- 2.61% |
$118K - $140K
|
31.7K
$8.21M
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-859- 2.57% |
$119K - $142K
|
32.5K
$8.41M
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-860- 8.82% |
$120K - $142K
|
8.89K
$2.3M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-861- 3.89% |
$120K - $142K
|
21.2K
$5.5M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-893- 6.32% |
$124K - $147K
|
13.2K
$3.43M
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 2.48% |
$125K - $149K
|
35.4K
$9.16M
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-900- 4.22% |
$125K - $149K
|
20.4K
$5.28M
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-905- 1.09% |
$126K - $149K
|
81.8K
$21.2M
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-910- 3.53% |
$126K - $150K
|
24.9K
$6.44M
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-924- 0.48% |
$128K - $153K
|
190K
$49.1M
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-935- 1.36% |
$130K - $154K
|
67.6K
$17.5M
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-946- 4.81% |
$131K - $156K
|
18.7K
$4.84M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-959- 16.37% |
$133K - $158K
|
4.9K
$1.27M
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-963- 24.51% |
$134K - $159K
|
2.97K
$767K
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-990- 0.6% |
$138K - $163K
|
165K
$42.6M
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-999- 6.69% |
$139K - $165K
|
13.9K
$3.61M
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.03K- 3.21% |
$143K - $169K
|
31K
$8.01M
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-1.05K- 0.91% |
$146K - $173K
|
114K
$29.5M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.07K- 6.12% |
$149K - $177K
|
16.5K
$4.26M
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.12K- 6.68% |
$156K - $185K
|
15.7K
$4.05M
|
|
Feb 09, 2024
Q4 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-1.13K- 7.39% |
$157K - $186K
|
14.1K
$3.65M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.19K- 63.3% |
$165K - $197K
|
690
$179K
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.2K- 7.02% |
$166K - $198K
|
15.9K
$4.11M
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.21K- 14.44% |
$168K - $199K
|
7.14K
$1.85M
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.25K- 2.02% |
$174K - $207K
|
60.7K
$15.7M
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.27K- 6.64% |
$176K - $209K
|
17.8K
$4.61M
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.28K- 3.06% |
$177K - $211K
|
40.5K
$10.5M
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.35K- 1.53% |
$188K - $224K
|
86.9K
$22.5M
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.36K- 1.45% |
$189K - $225K
|
92.3K
$23.9M
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.4K- 12.06% |
$194K - $231K
|
10.2K
$2.63M
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.42K- 10.2% |
$197K - $234K
|
12.5K
$3.23M
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.43K- 1.43% |
$198K - $235K
|
98.3K
$25.4M
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.43K- 4.8% |
$198K - $235K
|
28.3K
$7.32M
|