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Montecito Bank & Trust’s Progressive PGR Stock Holding History

Montecito Bank & Trust’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
2025
Q1 		$236K Buy
+835
New +$218K 0.04% 264
2024
Q4 		– Sell
-819
Closed -$208K – 282
2024
Q3 		$208K Buy
+819
New +$190K 0.04% 273

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Montecito Bank & Trust's PGR Position: Q1 2025 in Review

Montecito Bank & Trust opened a new position in Progressive (PGR) in Q1 2025: 835 shares worth $236K. The stake represents 0.04% of the portfolio and ranks #264 among its holdings. This is a return to the name: Montecito Bank & Trust previously reported a position in PGR as recently as Q3 2024.

Montecito Bank & Trust first reported a position in PGR in Q3 2024 and has held it in 2 quarters since. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Montecito Bank & Trust held 835 shares of Progressive worth $236K as of Q1 2025.
  • Progressive was a new Montecito Bank & Trust position in Q1 2025.
  • Progressive made up 0.04% of Montecito Bank & Trust's portfolio in Q1 2025, its #264 holding.
  • Montecito Bank & Trust first reported a position in Progressive in Q3 2024 and has held it in 2 quarters since.
  • 1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Montecito Bank & Trust's 13F filing for Q1 2025, filed 17 Apr 2025.