JMFC
PGR icon

J.M. Forbes & Co’s Progressive PGR Stock Holding History

J.M. Forbes & Co’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 		$10.8M Sell
49,513
-207
-0.4% -$41.7K 0.85% 38
2026
Q1 		$9.86M Buy
49,720
+505
+1% +$104K 0.83% 36
2025
Q4 		$11.2M Buy
49,215
+206
+0.4% +$46.5K 0.91% 35
2025
Q3 		$12.1M Buy
49,009
+465
+1% +$115K 1.01% 35
2025
Q2 		$13M Buy
48,544
+54
+0.1% +$14.8K 1.18% 29
2025
Q1 		$13.7M Buy
48,490
+1,337
+3% +$350K 1.33% 24
2024
Q4 		$11.3M Buy
47,153
+196
+0.4% +$49.3K 1.09% 33
2024
Q3 		$11.9M Buy
46,957
+32
+0.1% +$7.44K 1.16% 31
2024
Q2 		$9.75M Buy
46,925
+247
+0.5% +$51.7K 1% 35
2024
Q1 		$9.65M Buy
46,678
+63
+0.1% +$11.7K 1.05% 35
2023
Q4 		$7.42M Buy
46,615
+179
+0.4% +$28K 0.86% 45
2023
Q3 		$6.47M Buy
46,436
+268
+0.6% +$35.3K 0.84% 44
2023
Q2 		$6.11M Sell
46,168
-497
-1% -$66.6K 0.76% 45
2023
Q1 		$6.68M Buy
46,665
+841
+2% +$116K 0.91% 42
2022
Q4 		$5.94M Sell
45,824
-64
-0.1% -$8.11K 0.86% 40
2022
Q3 		$5.33M Buy
+45,888
New +$5.53M 0.83% 43

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

J.M. Forbes & Co's PGR Position: Q2 2026 in Review

J.M. Forbes & Co reduced its Progressive (PGR) stake by 0.42% in Q2 2026, selling an estimated $41.7K and leaving 49,513 shares worth $10.8M. The position accounts for 0.85% of the portfolio, ranked #38.

J.M. Forbes & Co first reported a position in PGR in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.7M in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • J.M. Forbes & Co held 49,513 shares of Progressive worth $10.8M as of Q2 2026.
  • J.M. Forbes & Co sold 207 Progressive shares in Q2 2026, an estimated $41.7K.
  • Progressive made up 0.85% of J.M. Forbes & Co's portfolio in Q2 2026, its #38 holding.
  • J.M. Forbes & Co first reported a position in Progressive in Q3 2022 and has held it in 16 quarters since.
  • J.M. Forbes & Co's Progressive position peaked at $13.7M in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.