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Monterey Private Wealth’s Progressive PGR Stock Holding History

Monterey Private Wealth’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 		$352K Buy
1,242
+1
+0.1% +$262 0.1% 86
2024
Q4 		$297K Hold
1,241
– – 0.1% 96
2024
Q3 		$315K Hold
1,241
– – 0.11% 91
2024
Q2 		$258K Buy
1,241
+44
+4% +$9.21K 0.1% 99
2024
Q1 		$248K Buy
+1,197
New +$222K 0.1% 92

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

Monterey Private Wealth's PGR Position: Q1 2025 in Review

Monterey Private Wealth increased its Progressive (PGR) stake by 0.08% in Q1 2025, buying an estimated $262 and bringing the position to 1,242 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #86.

Monterey Private Wealth first reported a position in PGR in Q1 2024 and has held it in 5 quarters since. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Monterey Private Wealth held 1,242 shares of Progressive worth $352K as of Q1 2025.
  • Monterey Private Wealth bought 1 Progressive share in Q1 2025, an estimated $262.
  • Progressive made up 0.1% of Monterey Private Wealth's portfolio in Q1 2025, its #86 holding.
  • Monterey Private Wealth first reported a position in Progressive in Q1 2024 and has held it in 5 quarters since.
  • 1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.