Forthright Family Wealth Advisory’s Progressive PGR Stock Holding History

Forthright Family Wealth Advisory’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$279K	Hold	1,277	–	–	0.16%	45
2026 Q1	$264K	Hold	1,277	–	–	0.18%	52
2025 Q4	$291K	Sell	1,277 -47	-4%	-$10.6K	0.18%	38
2025 Q3	$327K	Sell	1,324 -14	-1%	-$3.45K	0.2%	47
2025 Q2	$357K	Sell	1,338 -12	-0.9%	-$3.29K	0.23%	42
2025 Q1	$382K	Buy	1,350 +5	+0.4%	+$1.31K	0.25%	40
2024 Q4	$322K	Sell	1,345 -63	-4%	-$15.9K	0.21%	44
2024 Q3	$358K	Sell	1,408 -3	-0.2%	-$697	0.23%	44
2024 Q2	$293K	Buy	1,411 +134	+10%	+$28K	0.19%	52
2024 Q1	$264K	Hold	1,277	–	–	0.18%	52
2023 Q4	$203K	Buy	+1,277	New	+$200K	0.16%	49

Other funds holding PGR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

Forthright Family Wealth Advisory's PGR Position: Q2 2026 in Review

Forthright Family Wealth Advisory held its Progressive (PGR) position steady in Q2 2026 at 1,277 shares worth $279K. The position accounts for 0.16% of the portfolio, ranked #45.

Forthright Family Wealth Advisory first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $382K in Q1 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Forthright Family Wealth Advisory held 1,277 shares of Progressive worth $279K as of Q2 2026.
Forthright Family Wealth Advisory left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.16% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #45 holding.
Forthright Family Wealth Advisory first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
Forthright Family Wealth Advisory's Progressive position peaked at $382K in Q1 2025.
753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.