Progressive (NYSE: PGR) reported September 2026 net income of $630 million, or $1.09 per basic share and $1.08 per diluted share. Total revenues were $7.434 billion, while net premiums written rose 2% from a year earlier to $7.255 billion.
For the quarter ended September 30, Progressive reported net income of $2.542 billion, compared with $2.615 billion in the prior-year quarter. Quarterly net premiums earned increased 5% to $21.869 billion.
- September net premiums earned increased 5% year over year to $7.160 billion.
- September combined ratio improved to 90.0 from 100.4 a year earlier.
- Total policies in force rose 6% to 40.489 million as of September 30.
- Year-to-date net income was $8.671 billion, compared with $8.357 billion in 2025.
- The company plans to release October results on November 18, 2026, before the market opens.
$PGR Insider Trading Activity
$PGR insiders have traded $PGR stock on the open market 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $PGR stock by insiders over the last 6 months:
- SUSAN PATRICIA GRIFFITH (President and CEO) has made 0 purchases and 2 sales selling 74,676 shares for an estimated $16,137,856.
- JOHN JO MURPHY (Claims President) has made 0 purchases and 2 sales selling 14,040 shares for an estimated $2,911,174.
- KAREN BAILO (Commercial Lines President) sold 8,452 shares for an estimated $1,797,824
- LORI A NIEDERST (Chief Personal Lines Officer) sold 7,339 shares for an estimated $1,535,979
- JEFFREY D KELLY sold 7,000 shares for an estimated $1,514,321
- STEVEN BROZ (Chief Information Officer) has made 0 purchases and 5 sales selling 5,920 shares for an estimated $1,224,504.
- ANDREW J QUIGG (VP and Chief Financial Officer) sold 3,499 shares for an estimated $769,780
- JONATHAN S. BAUER (Chief Investment Officer) sold 2,242 shares for an estimated $476,895
- DEVIN C JOHNSON sold 980 shares for an estimated $199,038
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$PGR Hedge Fund Activity
We have seen 852 institutional investors add shares of $PGR stock to their portfolio, and 818 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 10,295,927 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,249,145,253
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,783,863 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,045,034,872
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 4,435,885 shares (-36.7%) from their portfolio in Q2 2026, for an estimated $969,019,078
- BLACKROCK, INC. removed 4,274,758 shares (-8.2%) from their portfolio in Q2 2026, for an estimated $933,820,885
- DIAMANT ASSET MANAGEMENT, INC. removed 4,048,727 shares (-99.5%) from their portfolio in Q2 2026, for an estimated $884,444,413
- CAPITAL RESEARCH GLOBAL INVESTORS added 3,974,965 shares (+17.6%) to their portfolio in Q2 2026, for an estimated $868,331,104
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 3,428,801 shares (+128.7%) to their portfolio in Q2 2026, for an estimated $749,021,578
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$PGR Congressional Stock Trading
Members of Congress have traded $PGR stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $PGR stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/16 and 1 sale worth up to $15,000 on 07/17.
- REPRESENTATIVE DAVID TAYLOR purchased up to $15,000 on 04/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
