Passumpsic Savings Bank’s Progressive PGR Stock Holding History

Passumpsic Savings Bank’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
2024 Q4	$3.49M	Buy	+14,553	New	+$3.66M	2.17%	16

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Passumpsic Savings Bank's PGR Position: Q4 2024 in Review

Passumpsic Savings Bank opened a new position in Progressive (PGR) in Q4 2024: 14,553 shares worth $3.49M. The stake represents 2.17% of the portfolio and ranks #16 among its holdings.

1,762 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

Passumpsic Savings Bank held 14,553 shares of Progressive worth $3.49M as of Q4 2024.
Progressive was a new Passumpsic Savings Bank position in Q4 2024.
Progressive made up 2.17% of Passumpsic Savings Bank's portfolio in Q4 2024, its #16 holding.
1,762 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Passumpsic Savings Bank's 13F filing for Q4 2024, filed 3 Feb 2025.