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Lord & Richards Wealth Management’s Progressive PGR Stock Holding History

Lord & Richards 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 		$850K Buy
3,891
+129
+3% +$26K 0.67% 34
2026
Q1 		$746K Sell
3,762
-56
-1% -$11.6K 0.65% 34
2025
Q4 		$869K Sell
3,818
-2,813
-42% -$635K 0.75% 32
2025
Q3 		$1.64M Buy
6,631
+1,872
+39% +$461K 1.5% 22
2025
Q2 		$1.27M Buy
4,759
+330
+7% +$90.5K 1.33% 25
2025
Q1 		$1.25M Buy
4,429
+2,294
+107% +$600K 1.42% 19
2024
Q4 		$512K Buy
+2,135
New +$537K 1.08% 35

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Lord & Richards Wealth Management's PGR Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Progressive (PGR) stake by 3.4% in Q2 2026, buying an estimated $26K and bringing the position to 3,891 shares worth $850K. The position accounts for 0.67% of the portfolio, ranked #34.

Lord & Richards Wealth Management first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q3 2025. 441 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Lord & Richards Wealth Management held 3,891 shares of Progressive worth $850K as of Q2 2026.
  • Lord & Richards Wealth Management bought 129 Progressive shares in Q2 2026, an estimated $26K.
  • Progressive made up 0.67% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Lord & Richards Wealth Management first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • Lord & Richards Wealth Management's Progressive position peaked at $1.64M in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.