Purchases and Sales Made in Q3 2023 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
33New |
$3.79K - $4.73K
|
33
$8.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
30+ 0.53% |
$3.44K - $4.3K
|
5.73K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
30+ 1.09% |
$3.44K - $4.3K
|
2.78K
$675K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26+ 0.07% |
$2.98K - $3.72K
|
35K
$8.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
25+ 0.68% |
$2.87K - $3.58K
|
3.68K
$895K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
22+ 50.0% |
$2.53K - $3.15K
|
66
$16K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
21+ 0.61% |
$2.41K - $3.01K
|
3.45K
$839K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
20New |
$2.3K - $2.87K
|
20
$4.86K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
20+ 0.24% |
$2.3K - $2.87K
|
8.31K
$2.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
19+ 0.04% |
$2.18K - $2.72K
|
43.8K
$10.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
16+ 0.75% |
$1.84K - $2.29K
|
2.15K
$523K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
15+ 3.36% |
$1.72K - $2.15K
|
461
$112K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
15New |
$1.72K - $2.15K
|
15
$3.65K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.46% |
$1.38K - $1.72K
|
2.64K
$642K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11+ 0.49% |
$1.26K - $1.58K
|
2.24K
$544K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 4.06% |
$1.26K - $1.58K
|
282
$68.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
11New |
$1.26K - $1.58K
|
11
$2.67K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 0.53% |
$1.15K - $1.43K
|
1.91K
$464K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 11.11% |
$1.15K - $1.43K
|
100
$24.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 14.71% |
$1.15K - $1.43K
|
78
$19K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
10+ 0.05% |
$1.15K - $1.43K
|
18.5K
$4.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9+ 0.37% |
$1.03K - $1.29K
|
2.44K
$593K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 2.57% |
$1.03K - $1.29K
|
359
$87.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9New |
$1.03K - $1.29K
|
9
$2.19K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8+ 88.89% |
$918 - $1.15K
|
17
$4.13K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 0.16% |
$918 - $1.15K
|
5.12K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.35% |
$918 - $1.15K
|
2.32K
$563K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 5.34% |
$803 - $1K
|
138
$33.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7+ 0.02% |
$803 - $1K
|
28.5K
$6.92M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
7+ 1.66% |
$803 - $1K
|
428
$104K
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
7New |
$803 - $1K
|
7
$1.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$689 - $860
|
6
$1.46K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$459 - $573
|
5.44K
$1.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$459 - $573
|
5.13K
$1.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 57.14% |
$459 - $573
|
11
$2.67K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4+ 0.07% |
$459 - $573
|
5.35K
$1.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 2.12% |
$459 - $573
|
193
$46.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
3+ 0.02% |
$344 - $430
|
13.1K
$3.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3+ 0.07% |
$344 - $430
|
4.41K
$1.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2+ 0.1% |
$230 - $287
|
1.98K
$482K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 33.33% |
$230 - $287
|
8
$1.94K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2+ 0.11% |
$230 - $287
|
1.84K
$446K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 1.01% |
$230 - $287
|
200
$48.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.03% |
$115 - $143
|
3.26K
$792K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.47% |
$115 - $143
|
216
$52.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.77% |
$115 - $143
|
129
$31.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 0.15% |
$115 - $143
|
688
$167K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 0.89% |
$115 - $143
|
111
$27K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1- 0.04% |
$115 - $143
|
2.67K
$649K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 0.48% |
$230 - $287
|
418
$102K
|