Purchases and Sales Made in Q1 2025 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
38+ 2.0% |
$8.95K - $11.1K
|
1.94K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
37New |
$8.72K - $10.8K
|
37
$9.27K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
37+ 2.96% |
$8.72K - $10.8K
|
1.29K
$322K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
36+ 6.75% |
$8.48K - $10.5K
|
569
$142K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
36+ 3.79% |
$8.48K - $10.5K
|
986
$247K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36+ 0.95% |
$8.48K - $10.5K
|
3.81K
$954K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
36+ 2.76% |
$8.48K - $10.5K
|
1.34K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
36+ 4.29% |
$8.48K - $10.5K
|
875
$219K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
36+ 7.42% |
$8.48K - $10.5K
|
521
$130K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
35+ 2.13% |
$8.25K - $10.2K
|
1.68K
$421K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
33New |
$7.78K - $9.61K
|
33
$8.26K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
33+ 3.97% |
$7.78K - $9.61K
|
864
$216K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
33+ 4.39% |
$7.78K - $9.61K
|
785
$197K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
32New |
$7.54K - $9.32K
|
32
$8.01K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
32+ 533.33% |
$7.54K - $9.32K
|
38
$9.52K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
31+ 2.56% |
$7.3K - $9.03K
|
1.24K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
31+ 0.17% |
$7.3K - $9.03K
|
18.6K
$4.67M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
31+ 2.64% |
$7.3K - $9.03K
|
1.21K
$302K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
29+ 0.1% |
$6.83K - $8.45K
|
28.8K
$7.2M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
28+ 0.7% |
$6.6K - $8.15K
|
4.01K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
27+ 1.94% |
$6.36K - $7.86K
|
1.42K
$355K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
27New |
$6.36K - $7.86K
|
27
$6.76K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
27New |
$6.36K - $7.86K
|
27
$6.76K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
27New |
$6.36K - $7.86K
|
27
$6.76K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
26New |
$6.13K - $7.57K
|
26
$6.51K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
26New |
$6.13K - $7.57K
|
26
$6.51K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
26+ 1.24% |
$6.13K - $7.57K
|
2.13K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
25+ 1.34% |
$5.89K - $7.28K
|
1.9K
$475K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25+ 40.98% |
$5.89K - $7.28K
|
86
$21.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
25+ 2.85% |
$5.89K - $7.28K
|
901
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
25+ 0.11% |
$5.89K - $7.28K
|
23.2K
$5.82M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
25+ 0.79% |
$5.89K - $7.28K
|
3.19K
$800K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
25+ 5.0% |
$5.89K - $7.28K
|
525
$131K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25+ 21.93% |
$5.89K - $7.28K
|
139
$34.8K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
25+ 833.33% |
$5.89K - $7.28K
|
28
$7.01K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24+ 8.76% |
$5.65K - $6.99K
|
298
$74.6K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
24+ 32.0% |
$5.65K - $6.99K
|
99
$24.8K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
24New |
$5.65K - $6.99K
|
24
$6.01K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23New |
$5.42K - $6.7K
|
23
$5.76K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23+ 0.63% |
$5.42K - $6.7K
|
3.68K
$923K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
23+ 5.05% |
$5.42K - $6.7K
|
478
$120K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
22+ 1.33% |
$5.18K - $6.41K
|
1.68K
$421K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
22+ 1.29% |
$5.18K - $6.41K
|
1.73K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
22+ 169.23% |
$5.18K - $6.41K
|
35
$8.76K
|
|
|
Apr 09, 2025
Q1 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
20+ 0.02% |
$4.71K - $5.82K
|
84.5K
$21.2M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20+ 2.2% |
$4.71K - $5.82K
|
929
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
20+ 0.08% |
$4.71K - $5.82K
|
25.5K
$6.4M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20+ 48.78% |
$4.71K - $5.82K
|
61
$15.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
19+ 2.69% |
$4.48K - $5.53K
|
726
$182K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
18+ 2.03% |
$4.24K - $5.24K
|
905
$227K
|