Forum Financial Management’s Progressive PGR Stock Holding History

Forum Financial 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 Q1	–	Sell	-5,787	Closed	-$1.32M	–	801
2025 Q4	$1.32M	Sell	5,787 -790	-12%	-$178K	0.02%	196
2025 Q3	$1.62M	Buy	6,577 +557	+9%	+$137K	0.02%	158
2025 Q2	$1.61M	Buy	6,020 +645	+12%	+$177K	0.02%	153
2025 Q1	$1.52M	Buy	5,375 +57	+1%	+$14.9K	0.03%	149
2024 Q4	$1.27M	Buy	5,318 +351	+7%	+$88.4K	0.02%	169
2024 Q3	$1.26M	Buy	4,967 +6	+0.1%	+$1.4K	0.02%	155
2024 Q2	$1.03M	Sell	4,961 -437	-8%	-$91.5K	0.02%	174
2024 Q1	$1.12M	Hold	5,398	–	–	0.02%	174
2023 Q4	$860K	Hold	5,398	–	–	0.02%	185
2023 Q3	$752K	Hold	5,398	–	–	0.02%	196
2023 Q2	$715K	Buy	5,398 +9	+0.2%	+$1.21K	0.02%	216
2023 Q1	$771K	Sell	5,389 -298	-5%	-$41.1K	0.02%	177
2022 Q4	$738K	Sell	5,687 -33	-0.6%	-$4.18K	0.02%	186
2022 Q3	$665K	Hold	5,720	–	–	0.03%	168
2022 Q2	$665K	Buy	5,720 +1,299	+29%	+$147K	0.03%	180
2022 Q1	$503K	Buy	4,421 +26	+0.6%	+$2.81K	0.02%	240
2021 Q4	$451K	Buy	+4,395	New	+$420K	0.02%	277

Other funds holding PGR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Forum Financial Management's PGR Position: Q1 2026 in Review

Forum Financial Management sold out of Progressive (PGR) in Q1 2026, closing a stake of 5,787 shares — an estimated $1.32M sold.

Forum Financial Management first reported a position in PGR in Q4 2021 and held it in 17 quarters. The position peaked at $1.62M in Q3 2025. 1,771 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Forum Financial Management reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 5,787 Progressive shares in Q1 2026, an estimated $1.32M.
Forum Financial Management first reported a position in Progressive in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Progressive position peaked at $1.62M in Q3 2025.
1,771 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.