Purchases and Sales Made in Q4 2024 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
507+ 1.57% |
$121K - $136K
|
32.8K
$8.22M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
507+ 34.14% |
$121K - $136K
|
1.99K
$499K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
506+ 26.66% |
$121K - $136K
|
2.4K
$602K
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
500New |
$120K - $134K
|
500
$125K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
496New |
$119K - $133K
|
496
$124K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
496+ 10.46% |
$119K - $133K
|
5.24K
$1.31M
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
488+ 36.91% |
$117K - $131K
|
1.81K
$453K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
488+ 8.99% |
$117K - $131K
|
5.92K
$1.48M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
478+ 11.88% |
$115K - $129K
|
4.5K
$1.13M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
478+ 11.04% |
$115K - $129K
|
4.81K
$1.2M
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
459+ 3.57% |
$110K - $123K
|
13.3K
$3.33M
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
459+ 16.46% |
$110K - $123K
|
3.25K
$813K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
457+ 15.57% |
$109K - $123K
|
3.39K
$849K
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
457+ 15.57% |
$109K - $123K
|
3.39K
$849K
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
440New |
$105K - $118K
|
440
$110K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
440+ 8.01% |
$105K - $118K
|
5.93K
$1.49M
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
433+ 41.16% |
$104K - $116K
|
1.49K
$372K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
429+ 0.97% |
$103K - $115K
|
44.5K
$11.1M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
425+ 7.65% |
$102K - $114K
|
5.98K
$1.5M
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
423+ 9.42% |
$101K - $114K
|
4.91K
$1.23M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
422+ 161.69% |
$101K - $113K
|
683
$171K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
416+ 35.05% |
$99.7K - $112K
|
1.6K
$401K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
413+ 32.52% |
$99K - $111K
|
1.68K
$421K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
405+ 17.27% |
$97K - $109K
|
2.75K
$689K
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
402+ 14.69% |
$96.3K - $108K
|
3.14K
$786K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
398+ 3.13% |
$95.4K - $107K
|
13.1K
$3.29M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
391+ 98.24% |
$93.7K - $105K
|
789
$198K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
389+ 118.96% |
$93.2K - $105K
|
716
$179K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
386+ 7.05% |
$92.5K - $104K
|
5.86K
$1.47M
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
386+ 19.62% |
$92.5K - $104K
|
2.35K
$589K
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
374+ 26.49% |
$89.6K - $101K
|
1.79K
$447K
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
372+ 28.77% |
$89.1K - $100K
|
1.67K
$417K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
370New |
$88.7K - $99.5K
|
370
$92.7K
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
367+ 3.03% |
$87.9K - $98.7K
|
12.5K
$3.13M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
364+ 2.77% |
$87.2K - $97.9K
|
13.5K
$3.38M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
362New |
$86.7K - $97.3K
|
362
$90.6K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
359+ 0.79% |
$86K - $96.5K
|
45.9K
$11.5M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
354+ 4.8% |
$84.8K - $95.2K
|
7.73K
$1.94M
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
351+ 7.07% |
$84.1K - $94.4K
|
5.32K
$1.33M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
349+ 4.8% |
$83.6K - $93.8K
|
7.62K
$1.91M
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
348New |
$83.4K - $93.6K
|
348
$87.1K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
347+ 25.93% |
$83.1K - $93.3K
|
1.69K
$422K
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
345+ 14.14% |
$82.7K - $92.8K
|
2.79K
$697K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
344+ 3.81% |
$82.4K - $92.5K
|
9.38K
$2.35M
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
343+ 2.29% |
$82.2K - $92.2K
|
15.3K
$3.84M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
343+ 3.28% |
$82.2K - $92.2K
|
10.8K
$2.7M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
342New |
$81.9K - $92K
|
342
$85.6K
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
339+ 3.17% |
$81.2K - $91.2K
|
11K
$2.76M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
338+ 3.37% |
$81K - $90.9K
|
10.4K
$2.6M
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
336+ 21.0% |
$80.5K - $90.3K
|
1.94K
$485K
|