Monterey Private Wealth »

Progressive Corporation shares owned by Monterey Private Wealth

Quarter-by-quarter ownership of Progressive Corporation (PGR) shares owned by Monterey Private Wealth from 13F filings

Historical chart of Monterey Private Wealth investment in Progressive Corporation

Tip: Access up to 7 years of quarterly data

All positions including Progressive Corporation held by Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Progressive Corporation by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $315k 1.2k 253.76
2024-06-30 $258k 1.2k 207.71
2024-03-31 $248k 1.2k 206.82

More positions owned by Monterey Private Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Monterey Private Wealth

Top funds holding Progressive Corporation

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Bank of America Corporation
Geode Capital Management
Massachusetts Financial Services
Jpmorgan Chase & Co
Morgan Stanley
Alliancebernstein
Henderson Group
Capital World Investors
T. Rowe Price Associates
Brown Advisory Holdings Incorporated
Nuveen Asset Management

View all funds holding Progressive Corporation