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West Branch Capital’s Progressive PGR Stock Holding History

West Branch Capital’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 		$874 Hold
4
– – ﹤0.01% 305
2026
Q1 		$793 Hold
4
– – ﹤0.01% 322
2025
Q4 		$911 Hold
4
– – ﹤0.01% 355
2025
Q3 		$988 Hold
4
– – ﹤0.01% 379
2025
Q2 		$1.07K Hold
4
– – ﹤0.01% 392
2025
Q1 		$1.13K Hold
4
– – ﹤0.01% 410
2024
Q4 		$959 Hold
4
– – ﹤0.01% 402
2024
Q3 		$1.02K Buy
+4
New +$930 ﹤0.01% 387

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

West Branch Capital's PGR Position: Q2 2026 in Review

West Branch Capital held its Progressive (PGR) position steady in Q2 2026 at 4 shares worth $874. The position accounts for ﹤0.01% of the portfolio, ranked #305.

West Branch Capital first reported a position in PGR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.13K in Q1 2025. 495 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • West Branch Capital held 4 shares of Progressive worth $874 as of Q2 2026.
  • West Branch Capital left its Progressive share count unchanged in Q2 2026.
  • Progressive made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #305 holding.
  • West Branch Capital first reported a position in Progressive in Q3 2024 and has held it in 8 quarters since.
  • West Branch Capital's Progressive position peaked at $1.13K in Q1 2025.
  • 495 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.