WealthBridge Capital Management’s Progressive PGR Stock Holding History

WealthBridge Capital 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	$1.59M	Buy	+7,265	New	+$1.46M	0.32%	66
2026 Q1	–	Sell	-3,884	Closed	-$884K	–	224
2025 Q4	$884K	Sell	3,884 -4,381	-53%	-$989K	0.2%	83
2025 Q3	$2.04M	Buy	8,265 +41	+0.5%	+$10.1K	0.48%	46
2025 Q2	$2.19M	Buy	8,224 +213	+3%	+$58.4K	0.56%	42
2025 Q1	$2.27M	Sell	8,011 -149	-2%	-$39K	0.64%	38
2024 Q4	$1.96M	Sell	8,160 -83	-1%	-$20.9K	0.54%	43
2024 Q3	$2.09M	Buy	8,243 +156	+2%	+$36.3K	0.6%	39
2024 Q2	$1.68M	Sell	8,087 -20	-0.2%	-$4.19K	0.55%	42
2024 Q1	$1.68M	Sell	8,107 -84	-1%	-$15.6K	0.56%	43
2023 Q4	$1.3M	Sell	8,191 -92	-1%	-$14.4K	0.49%	44
2023 Q3	$1.15M	Buy	8,283 +91	+1%	+$12K	0.48%	48
2023 Q2	$1.08M	Buy	8,192 +81	+1%	+$10.9K	0.43%	49
2023 Q1	$1.16M	Buy	8,111 +179	+2%	+$24.7K	0.46%	51
2022 Q4	$1.03M	Sell	7,932 -67	-0.8%	-$8.49K	0.43%	54
2022 Q3	$930K	Hold	7,999	–	–	0.4%	54
2022 Q2	$930K	Buy	7,999 +73	+0.9%	+$8.28K	0.4%	54
2022 Q1	$903K	Hold	7,926	–	–	0.34%	65
2021 Q4	$814K	Sell	7,926 -115	-1%	-$11K	0.3%	72
2021 Q3	$727K	Buy	8,041 +10	+0.1%	+$953	0.27%	77
2021 Q2	$789K	Hold	8,031	–	–	0.29%	77
2021 Q1	$768K	Hold	8,031	–	–	0.31%	71
2020 Q4	$794K	Hold	8,031	–	–	0.35%	61
2020 Q3	$760K	Sell	8,031 -80	-1%	-$7.19K	0.39%	56
2020 Q2	$650K	Hold	8,111	–	–	0.37%	57
2020 Q1	$599K	Hold	8,111	–	–	0.42%	55
2019 Q4	$587K	Sell	8,111 -75	-0.9%	-$5.41K	0.38%	60
2019 Q3	$632K	Sell	8,186 -245	-3%	-$19.3K	0.46%	55
2019 Q2	$509K	Buy	8,431 +39	+0.5%	+$3.02K	0.46%	52
2019 Q1	$611K	Sell	8,392 -39	-0.5%	-$2.67K	0.39%	54
2018 Q4	$509K	Buy	+8,431	New	+$561K	0.39%	52

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 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

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

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

WealthBridge Capital Management's PGR Position: Q2 2026 in Review

WealthBridge Capital Management opened a new position in Progressive (PGR) in Q2 2026: 7,265 shares worth $1.59M. The stake represents 0.32% of the portfolio and ranks #66 among its holdings. This is a return to the name: WealthBridge Capital Management previously reported a position in PGR as recently as Q4 2025.

WealthBridge Capital Management first reported a position in PGR in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.27M in Q1 2025. 495 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

WealthBridge Capital Management held 7,265 shares of Progressive worth $1.59M as of Q2 2026.
Progressive was a new WealthBridge Capital Management position in Q2 2026.
Progressive made up 0.32% of WealthBridge Capital Management's portfolio in Q2 2026, its #66 holding.
WealthBridge Capital Management first reported a position in Progressive in Q4 2018 and has held it in 30 quarters since.
WealthBridge Capital Management's Progressive position peaked at $2.27M in Q1 2025.
495 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.