ForthRight Wealth Management’s Progressive PGR Stock Holding History

ForthRight Wealth Management’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	$1.65M	Hold	7,548	–	–	0.42%	23
2026 Q1	$1.5M	Hold	7,548	–	–	0.42%	24
2025 Q4	$1.72M	Hold	7,548	–	–	0.49%	21
2025 Q3	$1.86M	Hold	7,548	–	–	0.54%	22
2025 Q2	$2.01M	Hold	7,548	–	–	0.63%	22
2025 Q1	$2.14M	Buy	7,548 +66	+0.9%	+$17.3K	0.71%	23
2024 Q4	$1.79M	Sell	7,482 -342	-4%	-$86.1K	0.6%	26
2024 Q3	$1.99M	Hold	7,824	–	–	0.66%	24
2024 Q2	$1.63M	Hold	7,824	–	–	0.58%	27
2024 Q1	$1.62M	Buy	+7,824	New	+$1.45M	0.58%	27

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ForthRight Wealth Management's PGR Position: Q2 2026 in Review

ForthRight Wealth Management held its Progressive (PGR) position steady in Q2 2026 at 7,548 shares worth $1.65M. The position accounts for 0.42% of the portfolio, ranked #23.

ForthRight Wealth Management first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.14M in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

ForthRight Wealth Management held 7,548 shares of Progressive worth $1.65M as of Q2 2026.
ForthRight Wealth Management left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.42% of ForthRight Wealth Management's portfolio in Q2 2026, its #23 holding.
ForthRight Wealth Management first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
ForthRight Wealth Management's Progressive position peaked at $2.14M in Q1 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.