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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
557+ 88.69% |
$77.4K - $92K
|
1.19K
$293K
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
542+ 1.97% |
$75.3K - $89.5K
|
28K
$6.94M
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
516+ 9.65% |
$71.7K - $85.2K
|
5.86K
$1.45M
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
512+ 12.19% |
$71.2K - $84.5K
|
4.71K
$1.17M
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
511+ 23.8% |
$71K - $84.4K
|
2.66K
$658K
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
500+ 2.22% |
$69.5K - $82.6K
|
23K
$5.69M
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
500+ 25.23% |
$69.5K - $82.6K
|
2.48K
$614K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
497+ 0.55% |
$69.1K - $82.1K
|
91.3K
$22.6M
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
484+ 1.08% |
$67.3K - $79.9K
|
45.5K
$11.3M
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
482+ 6.25% |
$67K - $79.6K
|
8.2K
$2.03M
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
480+ 7.16% |
$66.7K - $79.3K
|
7.18K
$1.78M
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
476+ 14.6% |
$66.1K - $78.6K
|
3.74K
$925K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
436New |
$60.6K - $72K
|
436
$108K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
430+ 17.3% |
$59.8K - $71K
|
2.92K
$722K
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
428+ 2.1% |
$59.5K - $70.7K
|
20.8K
$5.16M
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
423+ 6.39% |
$58.8K - $69.8K
|
7.04K
$1.74M
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
421+ 25.09% |
$58.5K - $69.5K
|
2.1K
$520K
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
403+ 2.86% |
$56K - $66.5K
|
14.5K
$3.59M
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
401+ 18.8% |
$55.7K - $66.2K
|
2.53K
$627K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
396+ 6.53% |
$55K - $65.4K
|
6.46K
$1.6M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
395+ 63.2% |
$54.9K - $65.2K
|
1.02K
$252K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
390+ 2.11% |
$54.2K - $64.4K
|
18.8K
$4.66M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
385+ 5.3% |
$53.5K - $63.6K
|
7.66K
$1.89M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
374+ 16.28% |
$52K - $61.8K
|
2.67K
$661K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
374New |
$52K - $61.8K
|
374
$92.6K
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
360+ 51.72% |
$50K - $59.4K
|
1.06K
$261K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
351+ 2.84% |
$48.8K - $58K
|
12.7K
$3.14M
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
351+ 7.21% |
$48.8K - $58K
|
5.22K
$1.29M
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
344New |
$47.8K - $56.8K
|
344
$85.2K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
341New |
$47.4K - $56.3K
|
341
$84.4K
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
335New |
$46.6K - $55.3K
|
335
$82.9K
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
333+ 21.08% |
$46.3K - $55K
|
1.91K
$474K
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
326+ 16.62% |
$45.3K - $53.8K
|
2.29K
$566K
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
323+ 1.85% |
$44.9K - $53.3K
|
17.8K
$4.4M
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
318+ 20.08% |
$44.2K - $52.5K
|
1.9K
$471K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
310+ 0.32% |
$43.1K - $51.2K
|
96.1K
$23.8M
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
306+ 18.3% |
$42.5K - $50.5K
|
1.98K
$490K
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
300+ 5.52% |
$41.7K - $49.5K
|
5.73K
$1.42M
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
300New |
$41.7K - $49.5K
|
300
$74.3K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
298New |
$41.4K - $49.2K
|
298
$73.8K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
295+ 6.06% |
$41K - $48.7K
|
5.17K
$1.28M
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
283+ 2.5% |
$39.3K - $46.7K
|
11.6K
$2.88M
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
283New |
$39.3K - $46.7K
|
283
$70.1K
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
276+ 3.44% |
$38.4K - $45.6K
|
8.3K
$2.05M
|
|
Feb 09, 2024
Q4 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
275+ 0.25% |
$38.2K - $45.4K
|
111K
$27.6M
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
273+ 1.62% |
$37.9K - $45.1K
|
17.1K
$4.24M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
269+ 2.37% |
$37.4K - $44.4K
|
11.6K
$2.87M
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
265+ 8.65% |
$36.8K - $43.8K
|
3.33K
$824K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
243New |
$33.8K - $40.1K
|
243
$60.1K
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
242+ 9.95% |
$33.6K - $40K
|
2.67K
$662K
|