PGR

PROGRESSIVE CORP/OH/

NYSE · Fire, Marine & Casualty Insurance · Inc. OH · CIK 0000080661
$203.11 +0.42% $118.7B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)32 New Institutional Positions18 Institutional ExitsCongressional Activity (3)
Vol
Market Cap$118.7B
Cap SizeLarge Cap
Analyst ConsensusHold (42%)
Inst. Holders50 funds
Inst. Value$66.3B
Inst. Activity32 buys / 18 sells
Insider Activity0B / 3S
Insider Net $-$1.6M
SEC Reports11
Press Releases3
Congressional6 trades
Exchange NYSE·Sector Fire, Marine & Casualty Insurance·Inc. OH·CIK 0000080661·Prev Close $202.26

Recent Activity

Jun 8, 2026 SEC
Two PGR insiders (Claims President and CIO) sold a combined $1.41M in open-market sales on June 5, 2026, at $200/share.
CLUSTER — Impact 2/10
Jun 5, 2026 Insider
Murphy John Jo sold 5,916 shares
Claims President @ $200.00 ($1.2M)
Jun 5, 2026 Insider
Broz Steven sold 1,157 shares
Chief Information Officer @ $200.00 ($231.4K)
May 20, 2026 SEC
Progressive reported April 2026 monthly results: net premiums earned grew 7% YoY to $7.1B, net income rose 10% to $1.09B
8-K — Impact 5/10
May 20, 2026 SEC
Progressive reported April 2026 monthly results with net premiums earned up 7% YoY to $7.1B and net income up 10% to $1.
PRESS-RELEASE — Impact 5/10
May 8, 2026 Insider
Bleser Philip was granted 1,145 shares
Director
Inst.
Capital Research Global Investors — DOUBLED
22,574,142 shares ($4.5B)
Inst.
Capital World Investors — ADD
14,173,539 shares ($2.8B)

Price Targets

$230.86 +13.7% upside Buy
Current $203.11 Low $190.00 Median $220.00 High $331.00 21 analysts
$190.00 $331.00

Analyst Ratings

Hold42% buy · 31 analysts
3Strong Buy
10Buy
17Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 2, 2026 B of A Securities MAINTAIN Buy → Buy
May 21, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 21, 2026 B of A Securities MAINTAIN Buy → Buy
Apr 16, 2026 B of A Securities MAINTAIN Buy → Buy
Apr 16, 2026 BMO Capital MAINTAIN Market Perform → Market Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.77 $3.31 — $4.37 -23% YoY 21
Next Q $3.54 ▲ +1.2% $2.55 — $4.36 -13% YoY 20
Current FY $16.35 $14.61 — $18.36 -10% YoY 24
Next FY $16.20 $14.48 — $18.20 -1% YoY 23

Top Institutional Holders

FundValueMove
BlackRock, Inc.$10.4B
VANGUARD CAPITAL MANAGEMENT LLC$7.6B
STATE STREET CORP$5.1B
Capital Research Global Investors$4.5BDOUBLED
Capital World Investors$2.8BADD

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Murphy JohnSELL$1.2M
Jun 5, 2026Broz StevenSELL$231.4K
May 8, 2026Bleser PhilipA$0.00
May 8, 2026Burgdoerfer StuartA$0.00
May 8, 2026Craig PamelaA$0.00

Congressional Trades

3 members: 5 buys, 1 sells
MemberPartyTypeAmount
David TaylorRBUY$1,001 - $15,000
Ro KhannaDBUY$1,001 - $15,000
Ro KhannaDBUY$15,001 - $50,000
50 institutional holders with $66.3B total value (333,366,991 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 32 institutions added/increased vs 18 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.52,323,606$10.4B15.6%
2VANGUARD CAPITAL MANAGEMENT LLC38,098,359$7.6B11.4%
3STATE STREET CORP25,870,710$5.1B7.7%
4Capital Research Global Investors22,574,142$4.5B6.7%DOUBLED +102.6%
5Capital World Investors14,173,539$2.8B4.2%ADD +48.8%
6BANK OF AMERICA CORP /DE/12,874,152$2.6B3.8%
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/12,099,655$2.4B3.6%
8VANGUARD PORTFOLIO MANAGEMENT LLC11,696,220$2.3B3.5%
9ALLIANCEBERNSTEIN L.P.10,165,653$2.3B3.5%
10GQG Partners LLC9,138,940$1.8B2.7%
11MORGAN STANLEY8,848,177$1.8B2.6%
12Capital International Investors8,821,600$1.7B2.6%TRIM -40.9%
13FMR LLC7,828,794$1.6B2.3%
14WELLINGTON MANAGEMENT GROUP LLP6,478,995$1.3B1.9%
15Artisan Partners Limited Partnership5,209,004$1.0B1.6%
16GOLDMAN SACHS GROUP INC5,105,006$1.0B1.5%
17DEUTSCHE BANK AG\4,820,553$955.6M1.4%
18JANUS HENDERSON GROUP PLC4,731,581$938.0M1.4%
19FIL Ltd4,669,225$925.6M1.4%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,423,641$876.9M1.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital Research Global InvestorsDOUBLED11,144,02822,574,142+102.6%$4.5B2026-Q1
Capital World InvestorsADD9,522,61614,173,539+48.8%$2.8B2026-Q1
Capital International InvestorsTRIM14,921,7248,821,600-40.9%$1.7B2026-Q1
FRANKLIN RESOURCES INCADD1,934,8202,491,289+28.8%$493.9M2026-Q1
BARROW HANLEY MEWHINNEY & STRAUSS LLCNEW1,334,140$264.5M2026-Q1
BROWN BROTHERS HARRIMAN & COADD1,039,3361,302,652+25.3%$258.2M2026-Q1
MENORA MIVTACHIM HOLDINGS LTD.ADD682,3501,292,152+89.4%$256.2M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED17,0121,102,331+6379.7%$218.5M2026-Q1
BRANDES INVESTMENT PARTNERS, LPADD602,276868,688+44.2%$172.2M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD626,288835,444+33.4%$165.6M2026-Q1
LOOMIS SAYLES & CO L PADD604,108760,877+26.0%$150.8M2026-Q1
SEI INVESTMENTS COADD522,848685,457+31.1%$135.9M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED264,300559,782+111.8%$111.0M2026-Q1
Erste Asset Management GmbHTRIM872,460549,733-37.0%$110.6M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.ADD369,140468,811+27.0%$92.9M2026-Q1
TD ASSET MANAGEMENT INCTRIM1,503,026451,357-70.0%$89.5M2026-Q1
Empower Advisory Group, LLCADD347,788438,969+26.2%$87.0M2026-Q1
LAZARD ASSET MANAGEMENT LLCADD309,404403,180+30.3%$79.9M2026-Q1
MACKENZIE FINANCIAL CORPADD274,152403,082+47.0%$79.9M2026-Q1
Allianz Asset Management GmbHADD275,615386,655+40.3%$76.7M2026-Q1
PRUDENTIAL FINANCIAL INCADD292,922382,707+30.7%$75.9M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD238,970371,370+55.4%$73.6M2026-Q1
Mariner, LLCTRIM698,019364,521-47.8%$72.3M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABTRIM1,135,330361,786-68.1%$71.4M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD205,413338,770+64.9%$67.2M2026-Q1
24 unique insiders with 50 transactions. Net insider value: -$1.6M ($0.00 bought, $1.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Murphy John JoClaims PresidentSELL5,916$200.00$1.2M
Jun 5, 2026Broz StevenChief Information OfficerSELL1,157$200.00$231.4K
May 8, 2026Bleser PhilipDirectorAWARD1,145
May 8, 2026Burgdoerfer Stuart BDirectorAWARD1,238
May 8, 2026Craig Pamela J.DirectorAWARD1,207
May 8, 2026DAVIS CHARLES ADirectorAWARD1,959
May 8, 2026FARAH ROGER NDirectorAWARD2,011
May 8, 2026FITT LAWTON WDirectorAWARD3,093
May 8, 2026Johnson Devin CDirectorAWARD1,908
May 8, 2026Snyder Barbara RDirectorAWARD1,779
May 8, 2026Van Dyke KahinaDirectorAWARD1,856
May 8, 2026KELLY JEFFREY DDirectorAWARD1,098
Apr 16, 2026Johnson Devin CDirectorSELL980$203.10$199.0K
Apr 13, 2026WITALEC DANIEL JChief Strategy OfficerAWARD1,481
Apr 10, 2026Bailo KarenCommercial Lines PresidentAWARD7.328
Apr 10, 2026Bauer Jonathan S.Chief Investment OfficerAWARD6.153
Apr 10, 2026Broz StevenChief Information OfficerAWARD6.355
Apr 10, 2026Callahan Patrick KPersonal Lines PresidentAWARD7.808
Apr 10, 2026Callahan Patrick KPersonal Lines PresidentAWARD49.678
Apr 10, 2026Clawson William L. IIChief Human Resources OfficerAWARD5.945
Apr 10, 2026Griffith Susan PatriciaPresident and CEOAWARD15.363
Apr 10, 2026Joyce Carl GChief Accounting OfficerAWARD1.143
Apr 10, 2026Murphy John JoClaims PresidentAWARD6.992
Apr 10, 2026Niederst Lori ACRM PresidentAWARD6.478
Apr 10, 2026Pumarejo MaribelChief Marketing OficerAWARD3.948
Apr 10, 2026Quigg Andrew JChief Strategy & Finance ManagAWARD6.178
Apr 10, 2026Sauerland John PVP and Chief Financial OfficerAWARD8.508
Apr 10, 2026Stringer David MVice Pres, Secretary and CLOAWARD0.06
Apr 10, 2026Stringer David MVice Pres, Secretary and CLOAWARD4.649
Apr 10, 2026Bleser PhilipDirectorD739
Apr 10, 2026DAVIS CHARLES ADirectorAWARD1,248
Apr 10, 2026FARAH ROGER NDirectorAWARD1,301
Apr 10, 2026Bleser PhilipDirectorAWARD12.712
Apr 10, 2026Craig Pamela J.DirectorD781
Apr 10, 2026Craig Pamela J.DirectorAWARD781
Apr 10, 2026DAVIS CHARLES ADirectorD1,248
Apr 10, 2026DAVIS CHARLES ADirectorAWARD2.561
Apr 10, 2026FARAH ROGER NDirectorD1,301
Apr 10, 2026FITT LAWTON WDirectorD1,986
Apr 10, 2026FITT LAWTON WDirectorAWARD1,986
Apr 10, 2026Snyder Barbara RDirectorAWARD11.389
Apr 10, 2026WITALEC DANIEL JChief Strategy OfficerAWARD2.281
Mar 24, 2026Bauer Jonathan S.Chief Investment OfficerAWARD2,926
Mar 24, 2026Broz StevenChief Information OfficerAWARD2,926
Mar 24, 2026Joyce Carl GChief Accounting OfficerAWARD751
Mar 24, 2026Murphy John JoClaims PresidentAWARD3,218
Mar 24, 2026Clawson William L. IIChief Human Resources OfficerAWARD2,926
Mar 24, 2026Bailo KarenCommercial Lines PresidentAWARD3,413
Mar 24, 2026Griffith Susan PatriciaPresident and CEOAWARD5,608
Mar 24, 2026Callahan Patrick KPersonal Lines PresidentAWARD3,535
11 SEC filing reports analyzed. Sentiment: 1 bullish, 3 bearish, 1 mixed, 6 neutral. Avg impact: 4.5/10.
Current analyst consensus: Hold (42% buy). Based on 31 analysts: 3 strong buy, 10 buy, 17 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$230.86 mean target +13.7% upside Buy (2.60)
$190.00 Low $331.00 High
MetricValue
Current Price$203.11
Target Low$190.00
Target Mean$230.86
Target Median$220.00
Target High$331.00
# Analysts21
RecommendationBuy (2.60)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.77 $3.31 $4.37 -22.8% +0.2% 11↑ 7↓ $21.3B 5.9% 21
Next Q
2026-09-30
$3.54 $2.55 $4.36 -12.6% +1.2% 10↑ 8↓ $22.7B 6.0% 20
Current FY
2026-12-31
$16.35 $14.61 $18.36 -10.4% +0.3% 9↑ 7↓ $88.1B 5.9% 24
Next FY
2027-12-31
$16.20 $14.48 $18.20 -0.9% +0.5% 9↑ 7↓ $95.1B 7.9% 23

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.766
7d ago$3.747+0.019
30d ago$3.758+0.008
60d ago$3.783-0.017
90d ago$3.754+0.012
12 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 2, 2026 B of A Securities MAINTAIN Buy Buy
May 21, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 21, 2026 B of A Securities MAINTAIN Buy Buy
Apr 16, 2026 B of A Securities MAINTAIN Buy Buy
Apr 16, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Apr 16, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 14, 2026 B of A Securities MAINTAIN Buy Buy
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 7, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Mar 31, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Mar 25, 2026 B of A Securities MAINTAIN Buy Buy
Mar 24, 2026 Jefferies MAINTAIN Hold Hold
Mar 23, 2026 UBS MAINTAIN Neutral Neutral
Mar 20, 2026 Mizuho MAINTAIN Neutral Neutral
Mar 19, 2026 B of A Securities MAINTAIN Buy Buy
Mar 19, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Mar 19, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 11, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Mar 10, 2026 B of A Securities MAINTAIN Buy Buy
Feb 23, 2026 UBS MAINTAIN Neutral Neutral
Feb 19, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 19, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 19, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Feb 4, 2026 Citigroup MAINTAIN Buy Buy
Jan 30, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Jan 29, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Jan 29, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 29, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Jan 15, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Jan 13, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 8, 2026 Barclays UPGRADE Equal-Weight Overweight
Jan 7, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 7, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 6, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Dec 23, 2025 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Dec 19, 2025 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Dec 18, 2025 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Dec 18, 2025 BMO Capital MAINTAIN Market Perform Market Perform
Dec 16, 2025 Mizuho INITIATE Neutral
Dec 15, 2025 Citigroup MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026310171042%
May 1, 2026310171042%
Apr 1, 2026310161043%
Mar 1, 2026310151045%
Feb 1, 2026310151045%
Jan 1, 2026410141048%
Strong BuyBuyHoldSellStrong Sell
3 members of Congress traded this stock: 5 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 27, 2026David TaylorRHOUSEBUY$1,001 - $15,000The Progressive CorpMay 8, 2026 (12d)
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000The Progressive CorpMay 13, 2026 (31d)
Mar 30, 2026Ro KhannaDHOUSEBUY$15,001 - $50,000The Progressive CorpApr 9, 2026 (11d)
Feb 10, 2026David TaylorRHOUSEBUY$1,001 - $15,000The Progressive CorpFeb 23, 2026 (14d)
Feb 10, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000The Progressive CorpMar 10, 2026 (29d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000The Progressive CorpFeb 16, 2026 (39d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 20, 2026
earnings
Progressive Reports April 2026 Results
<p>MAYFIELD VILLAGE, OHIO, May 20, 2026 (GLOBE NEWSWIRE) -- The Progressive Corporation (NYSE:PGR) today reported the following results for the mont
May 20, 2026
short_volume
Short Volume: PGR — 76.2% short (0.9M / 1.2M)
Short: 894,804 | Exempt: 2,332 | TRF Vol: 1,174,083 | Short Ratio: 76.2% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: PGR — 56.5% short (0.6M / 1.0M)
Short: 563,114 | Exempt: 9,415 | TRF Vol: 996,325 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: PGR — 60.7% short (0.5M / 0.9M)
Short: 519,852 | Exempt: 166 | TRF Vol: 855,921 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: PGR — 4.9M shares, 86,791 trades
Week starting 2026-05-18. Total ATS volume: 4,877,164 shares across 86,791 trades.
May 15, 2026
short_volume
Short Volume: PGR — 71.5% short (1.2M / 1.7M)
Short: 1,193,593 | Exempt: 307 | TRF Vol: 1,669,162 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: PGR — 55.7% short (0.6M / 1.0M)
Short: 568,343 | Exempt: 918 | TRF Vol: 1,019,670 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: PGR — 3.4M shares, 77,389 trades
Week starting 2026-05-11. Total ATS volume: 3,393,566 shares across 77,389 trades.
May 4, 2026
dark_pool
Dark Pool: PGR — 3.4M shares, 73,351 trades
Week starting 2026-05-04. Total ATS volume: 3,418,410 shares across 73,351 trades.
Apr 27, 2026
routine
Progressive Announces Investor Relations Call
<p>MAYFIELD VILLAGE, OHIO, April 27, 2026 (GLOBE NEWSWIRE) -- As previously announced, The Progressive Corporation (NYSE: PGR) will host an Investor
Apr 27, 2026
short_volume
Short Volume: PGR — 58.1% short (0.4M / 0.7M)
Short: 431,718 | Exempt: 271 | TRF Vol: 742,873 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_interest
FTD: PGR — 11,888 shares ($2.4M) failed to deliver
Settlement: 20260427, Price: $200.89, FTD Value: $2,388,180.32, PROGRESSIVE CORP
Apr 27, 2026
dark_pool
Dark Pool: PGR — 2.6M shares, 69,464 trades
Week starting 2026-04-27. Total ATS volume: 2,648,391 shares across 69,464 trades.
Apr 23, 2026
short_volume
Short Volume: PGR — 63.7% short (0.5M / 0.8M)
Short: 507,779 | Exempt: 26 | TRF Vol: 796,958 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: PGR — 59.7% short (0.5M / 0.8M)
Short: 500,989 | Exempt: 7,637 | TRF Vol: 839,654 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)