Purchases and Sales Made in Q2 2024 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q2 2024. 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 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
62+ 17.46% |
$12.5K - $13.4K
|
417
$104K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
62+ 0.92% |
$12.5K - $13.4K
|
6.81K
$1.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
60New |
$12.1K - $13K
|
60
$15K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
60+ 0.61% |
$12.1K - $13K
|
9.97K
$2.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
60+ 0.21% |
$12.1K - $13K
|
28.8K
$7.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
59+ 134.09% |
$11.9K - $12.7K
|
103
$25.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
56New |
$11.3K - $12.1K
|
56
$14K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
56+ 29.95% |
$11.3K - $12.1K
|
243
$60.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
55+ 0.16% |
$11.1K - $11.9K
|
35.1K
$8.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
54+ 0.56% |
$10.9K - $11.7K
|
9.64K
$2.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
53+ 33.97% |
$10.7K - $11.4K
|
209
$52.3K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
53+ 5.48% |
$10.7K - $11.4K
|
1.02K
$256K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
52+ 4.39% |
$10.5K - $11.2K
|
1.24K
$310K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
51+ 2.56% |
$10.3K - $11K
|
2.05K
$513K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
51+ 0.91% |
$10.3K - $11K
|
5.64K
$1.41M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 8.18% |
$10.1K - $10.8K
|
661
$166K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
50+ 3.99% |
$10.1K - $10.8K
|
1.3K
$326K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
50+ 1.9% |
$10.1K - $10.8K
|
2.69K
$673K
|
|
|
Aug 12, 2024
Q2 2024
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
50+ 0.06% |
$10.1K - $10.8K
|
87.7K
$22M
|
|
|
Aug 13, 2024
Q2 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
50+ 2.04% |
$10.1K - $10.8K
|
2.5K
$626K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
49+ 1.18% |
$9.91K - $10.6K
|
4.2K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
49+ 4.31% |
$9.91K - $10.6K
|
1.19K
$297K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
48+ 11.79% |
$9.71K - $10.4K
|
455
$114K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
48+ 10.41% |
$9.71K - $10.4K
|
509
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
48+ 0.46% |
$9.71K - $10.4K
|
10.5K
$2.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
46+ 47.42% |
$9.3K - $9.93K
|
143
$35.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
46New |
$9.3K - $9.93K
|
46
$11.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
46+ 21.3% |
$9.3K - $9.93K
|
262
$65.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
45+ 1.93% |
$9.1K - $9.72K
|
2.38K
$595K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
45+ 1.93% |
$9.1K - $9.72K
|
2.38K
$595K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
44+ 3.68% |
$8.9K - $9.5K
|
1.24K
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
44+ 19.73% |
$8.9K - $9.5K
|
267
$66.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
43+ 0.66% |
$8.7K - $9.28K
|
6.57K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
42New |
$8.49K - $9.07K
|
42
$10.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
42+ 3.06% |
$8.49K - $9.07K
|
1.41K
$354K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
42+ 3.67% |
$8.49K - $9.07K
|
1.19K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
42+ 0.18% |
$8.49K - $9.07K
|
23.8K
$5.95M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
41+ 0.89% |
$8.29K - $8.85K
|
4.67K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
40+ 0.22% |
$8.09K - $8.64K
|
18.5K
$4.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
40+ 1.32% |
$8.09K - $8.64K
|
3.06K
$766K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
39New |
$7.89K - $8.42K
|
39
$9.77K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
37New |
$7.48K - $7.99K
|
37
$9.27K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
37New |
$7.48K - $7.99K
|
37
$9.27K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
35+ 2.55% |
$7.08K - $7.56K
|
1.41K
$352K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
35+ 3.44% |
$7.08K - $7.56K
|
1.05K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
35New |
$7.08K - $7.56K
|
35
$8.76K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34+ 3.14% |
$6.88K - $7.34K
|
1.12K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34New |
$6.88K - $7.34K
|
34
$8.51K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 4.33% |
$6.47K - $6.91K
|
771
$193K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
32+ 1.07% |
$6.47K - $6.91K
|
3.02K
$756K
|