Latest Institutional Transactions on Progressive Corp (PGR)
This table provides information on the latest institutional transactions involving Progressive Corp (PGR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
181+ 19.4% |
$46.2K - $52.3K
|
1.11K
$271K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
14+ 1.82% |
$3.57K - $4.04K
|
782
$190K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-294- 9.85% |
$75K - $84.9K
|
2.69K
$654K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
876+ 36.78% |
$224K - $253K
|
3.26K
$792K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-18.3K- 90.82% |
$4.68M - $5.29M
|
1.85K
$450K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-5.74K- 7.38% |
$1.46M - $1.66M
|
72K
$17.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
645+ 12.0% |
$165K - $186K
|
6.02K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-169- 11.21% |
$43.1K - $48.8K
|
1.34K
$325K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-648- 4.27% |
$165K - $187K
|
14.5K
$3.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
75.6KNew |
$19.3M - $21.8M
|
75.6K
$18.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
893+ 6.52% |
$228K - $258K
|
14.6K
$3.54M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 33.69% |
$278K - $315K
|
2.15K
$522K
|
|
|
Jul 30, 2025
Q2 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-749- 3.07% |
$191K - $216K
|
23.6K
$5.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.43K- 0.85% |
$621K - $702K
|
285K
$69.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-26- 2.11% |
$6.64K - $7.51K
|
1.21K
$294K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
131New |
$33.4K - $37.8K
|
131
$31.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.7K+ 1614.06% |
$7.33M - $8.29M
|
30.5K
$7.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-596- 2.9% |
$152K - $172K
|
20K
$4.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
792+ 0.84% |
$202K - $229K
|
94.8K
$23M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
25KNew |
$6.39M - $7.22M
|
25K
$6.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-14- 10.85% |
$3.57K - $4.04K
|
115
$27.9K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-33- 0.09% |
$8.42K - $9.53K
|
38.6K
$9.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-529- 5.46% |
$135K - $153K
|
9.16K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
273+ 13.97% |
$69.7K - $78.8K
|
2.23K
$541K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-650- 7.05% |
$166K - $188K
|
8.57K
$2.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-164- 0.26% |
$41.9K - $47.4K
|
62.1K
$15.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-1.51K- 5.91% |
$385K - $436K
|
24K
$5.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-8.72K- 0.62% |
$2.22M - $2.52M
|
1.4M
$341M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
111+ 5.63% |
$28.3K - $32.1K
|
2.08K
$506K
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-1.52K- 26.03% |
$388K - $439K
|
4.32K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
270+ 6.62% |
$68.9K - $78K
|
4.35K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
6.14KNew |
$1.57M - $1.77M
|
6.14K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.44K+ 0.79% |
$623K - $705K
|
310K
$75.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-20- 1.18% |
$5.11K - $5.77K
|
1.67K
$406K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
134+ 7.44% |
$34.2K - $38.7K
|
1.94K
$470K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.58K- 61.48% |
$403K - $456K
|
990
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12+ 13.48% |
$3.06K - $3.46K
|
101
$24.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
204+ 23.78% |
$52.1K - $58.9K
|
1.06K
$258K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-384- 13.21% |
$98K - $111K
|
2.52K
$613K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-27- 2.33% |
$6.89K - $7.8K
|
1.13K
$275K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-5.01K- 86.62% |
$1.28M - $1.45M
|
773
$188K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
114+ 1.48% |
$29.1K - $32.9K
|
7.79K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
16.6K+ 48.4% |
$4.24M - $4.79M
|
50.9K
$12.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-897- 1.32% |
$229K - $259K
|
67.2K
$16.3M
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-105K- 66.0% |
$26.9M - $30.4M
|
54.2K
$13.2M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.07KNew |
$784K - $887K
|
3.07K
$747K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-109- 6.47% |
$27.8K - $31.5K
|
1.58K
$383K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
475+ 5.56% |
$121K - $137K
|
9.02K
$2.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-448- 3.9% |
$114K - $129K
|
11K
$2.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
3.34K+ 1.84% |
$854K - $966K
|
185K
$45M
|