Welch & Forbes’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.87M Sell
36,005
-252
-0.7% -$50.8K 0.1% 109
2026
Q1
$7.19M Sell
36,257
-156
-0.4% -$32.2K 0.09% 109
2025
Q4
$8.29M Sell
36,413
-110
-0.3% -$24.8K 0.1% 101
2025
Q3
$9.02M Sell
36,523
-960
-3% -$237K 0.11% 99
2025
Q2
$10M Sell
37,483
-1,509
-4% -$414K 0.12% 96
2025
Q1
$11M Sell
38,992
-53
-0.1% -$13.9K 0.14% 93
2024
Q4
$9.36M Sell
39,045
-252
-0.6% -$63.4K 0.12% 100
2024
Q3
$9.97M Sell
39,297
-2,950
-7% -$686K 0.13% 100
2024
Q2
$8.85M Sell
42,247
-10
-0% -$2.09K 0.12% 98
2024
Q1
$8.74M Sell
42,257
-1,038
-2% -$193K 0.12% 101
2023
Q4
$6.9M Sell
43,295
-509
-1% -$79.7K 0.1% 112
2023
Q3
$6.1M Buy
43,804
+19
+0% +$2.5K 0.1% 111
2023
Q2
$5.8M Buy
43,785
+27
+0.1% +$3.62K 0.09% 120
2023
Q1
$6.26M Buy
43,758
+4
+0% +$552 0.11% 113
2022
Q4
$5.68M Hold
43,754
0.1% 122
2022
Q3
$5.08M Sell
43,754
-105
-0.2% -$12.6K 0.1% 125
2022
Q2
$5.1M Sell
43,859
-2,500
-5% -$283K 0.09% 129
2022
Q1
$5.28M Buy
46,359
+3,337
+8% +$361K 0.08% 136
2021
Q4
$4.42M Hold
43,022
0.07% 144
2021
Q3
$3.89M Hold
43,022
0.06% 144
2021
Q2
$4.22M Sell
43,022
-125
-0.3% -$12.4K 0.07% 139
2021
Q1
$4.13M Sell
43,147
-200
-0.5% -$18.2K 0.08% 139
2020
Q4
$4.29M Sell
43,347
-400
-0.9% -$37.8K 0.08% 137
2020
Q3
$4.14M Sell
43,747
-334
-0.8% -$30K 0.09% 130
2020
Q2
$3.53M Sell
44,081
-1,266
-3% -$98.8K 0.08% 135
2020
Q1
$3.35M Sell
45,347
-700
-2% -$54K 0.09% 130
2019
Q4
$3.33M Sell
46,047
-2,000
-4% -$144K 0.07% 147
2019
Q3
$3.71M Sell
48,047
-200
-0.4% -$15.7K 0.09% 139
2019
Q2
$3.86M Hold
48,247
0.09% 136
2019
Q1
$3.48M Sell
48,247
-900
-2% -$61.7K 0.09% 141
2018
Q4
$2.96M Sell
49,147
-1,625
-3% -$108K 0.08% 142
2018
Q3
$3.61M Sell
50,772
-2,090
-4% -$134K 0.09% 145
2018
Q2
$3.13M Sell
52,862
-1,257
-2% -$76.9K 0.08% 143
2018
Q1
$3.3M Buy
54,119
+322
+0.6% +$18.4K 0.09% 147
2017
Q4
$3.03M Hold
53,797
0.08% 141
2017
Q3
$2.6M Hold
53,797
0.07% 154
2017
Q2
$2.37M Sell
53,797
-1,150
-2% -$47.8K 0.07% 153
2017
Q1
$2.15M Buy
54,947
+17
+0% +$649 0.06% 159
2016
Q4
$1.95M Hold
54,930
0.06% 164
2016
Q3
$1.73M Sell
54,930
-1,500
-3% -$48.8K 0.06% 148
2016
Q2
$1.89M Sell
56,430
-1,610
-3% -$53.3K 0.06% 161
2016
Q1
$2.04M Sell
58,040
-1,000
-2% -$32K 0.06% 159
2015
Q4
$1.88M Buy
59,040
+620
+1% +$19.7K 0.06% 157
2015
Q3
$1.79M Sell
58,420
-4,700
-7% -$142K 0.06% 165
2015
Q2
$1.76M Hold
63,120
0.05% 172
2015
Q1
$1.72M Sell
63,120
-3,582
-5% -$95.6K 0.05% 176
2014
Q4
$1.8M Sell
66,702
-1,982
-3% -$52.3K 0.05% 172
2014
Q3
$1.74M Buy
68,684
+464
+0.7% +$11.4K 0.05% 177
2014
Q2
$1.73M Buy
68,220
+2,118
+3% +$52.5K 0.05% 168
2014
Q1
$1.6M Sell
66,102
-9,200
-12% -$224K 0.05% 182
2013
Q4
$2.05M Hold
75,302
0.07% 154
2013
Q3
$2.05M Sell
75,302
-300
-0.4% -$7.78K 0.07% 154
2013
Q2
$1.92M Buy
+75,602
New +$1.91M 0.07% 155

Other funds holding PGR

Welch & Forbes's PGR Position: Q2 2026 in Review

Welch & Forbes reduced its Progressive (PGR) stake by 0.7% in Q2 2026, selling an estimated $50.8K and leaving 36,005 shares worth $7.87M. The position accounts for 0.1% of the portfolio, ranked #109.

Welch & Forbes first reported a position in PGR in Q2 2013 and has held it in 53 quarters since. The position peaked at $11M in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Welch & Forbes held 36,005 shares of Progressive worth $7.87M as of Q2 2026.
  • Welch & Forbes sold 252 Progressive shares in Q2 2026, an estimated $50.8K.
  • Progressive made up 0.1% of Welch & Forbes's portfolio in Q2 2026, its #109 holding.
  • Welch & Forbes first reported a position in Progressive in Q2 2013 and has held it in 53 quarters since.
  • Welch & Forbes's Progressive position peaked at $11M in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.