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 |
---|---|---|---|---|---|---|---|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.07K+ 12.05% |
$148K - $176K
|
9.92K
$2.57M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 48.31% |
$143K - $170K
|
3.16K
$818K
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.03K+ 1.82% |
$143K - $170K
|
57.6K
$14.9M
|
|
Feb 08, 2024
Q4 2023
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 4.89% |
$141K - $168K
|
21.8K
$5.64M
|
|
Feb 05, 2024
Q4 2023
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
1K+ 5.32% |
$139K - $165K
|
19.8K
$5.12M
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1KNew |
$139K - $165K
|
1K
$259K
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
987New |
$137K - $163K
|
987
$255K
|
|
Feb 14, 2024
Q4 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
980+ 11.29% |
$136K - $162K
|
9.66K
$2.5M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
967+ 5.09% |
$134K - $160K
|
20K
$5.16M
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
939New |
$130K - $155K
|
939
$243K
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
937+ 6.6% |
$130K - $155K
|
15.1K
$3.92M
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
925+ 3.29% |
$129K - $153K
|
29K
$7.51M
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
911+ 10.13% |
$127K - $150K
|
9.9K
$2.56M
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
905New |
$126K - $149K
|
905
$234K
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
873+ 19.03% |
$121K - $144K
|
5.46K
$1.41M
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
850+ 3.65% |
$118K - $140K
|
24.1K
$6.24M
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
850+ 5.86% |
$118K - $140K
|
15.4K
$3.97M
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
846+ 27.49% |
$118K - $140K
|
3.92K
$1.02M
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
838+ 18.88% |
$116K - $138K
|
5.28K
$1.37M
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
836+ 53.66% |
$116K - $138K
|
2.39K
$619K
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
834+ 18.9% |
$116K - $138K
|
5.25K
$1.36M
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
827+ 131.69% |
$115K - $137K
|
1.46K
$376K
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
803+ 14.38% |
$112K - $133K
|
6.39K
$1.65M
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
779+ 2.27% |
$108K - $129K
|
35.1K
$9.09M
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
773+ 32.09% |
$107K - $128K
|
3.18K
$823K
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
764+ 13.39% |
$106K - $126K
|
6.47K
$1.67M
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
748+ 8.3% |
$104K - $124K
|
9.76K
$2.53M
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
744+ 7.24% |
$103K - $123K
|
11K
$2.85M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
735New |
$102K - $121K
|
735
$190K
|
|
Feb 09, 2024
Q4 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
725+ 13.74% |
$101K - $120K
|
6K
$1.55M
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
709+ 3.56% |
$98.5K - $117K
|
20.6K
$5.34M
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.7% |
$97.3K - $116K
|
101K
$26.2M
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
699New |
$97.1K - $115K
|
699
$181K
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
695+ 16.25% |
$96.6K - $115K
|
4.97K
$1.29M
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
693+ 5.28% |
$96.3K - $114K
|
13.8K
$3.58M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
670New |
$93.1K - $111K
|
670
$173K
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
665+ 34.26% |
$92.4K - $110K
|
2.61K
$674K
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
646+ 0.56% |
$89.8K - $107K
|
116K
$29.9M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
638+ 6.9% |
$88.7K - $105K
|
9.88K
$2.56M
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
629New |
$87.4K - $104K
|
629
$163K
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
603New |
$83.8K - $99.6K
|
603
$156K
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
600+ 0.17% |
$83.4K - $99.1K
|
345K
$89.2M
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
578+ 3.2% |
$80.3K - $95.4K
|
18.6K
$4.82M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
578+ 3.19% |
$80.3K - $95.4K
|
18.7K
$4.83M
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
573+ 1.02% |
$79.6K - $94.6K
|
57K
$14.7M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
568+ 0.93% |
$78.9K - $93.8K
|
61.9K
$16M
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
559+ 5.35% |
$77.7K - $92.3K
|
11K
$2.85M
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
557+ 88.69% |
$77.4K - $92K
|
1.19K
$307K
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
542+ 1.97% |
$75.3K - $89.5K
|
28K
$7.25M
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
516+ 9.65% |
$71.7K - $85.2K
|
5.86K
$1.52M
|