PGRNYSEFire, Marine & Casualty InsuranceFiscal year ends December 31
PROGRESSIVE CORP/OH/
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$219.11+0.62 (+0.28%)
Close on Oct 19, 2026
- Market cap
- $128.00B
- P/E (TTM)
- 11.0
- Dividend yield
- 6.34%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
87.5%
509M of 581M shares
Institutional holders
1,818
199 new, 128 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 26 sales
Net sold $31.03M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 44,078,585 | 7.53% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 42,063,844 | 7.20% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PGR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 48,048,848 | 8.26% | $10.50B | −4,274,758 | 0.16% |
| Vanguard Capital Management LLC | 38,148,192 | 6.56% | $8.33B | +49,833 | 0.18% |
| Capital Research Global Investors | 26,549,107 | 4.57% | $5.80B | +3,974,965 | 0.81% |
| State Street Corp | 26,526,959 | 4.56% | $5.79B | +656,249 | 0.17% |
| Geode Capital Management, LLC | 17,009,978 | 2.93% | $3.71B | +753,134 | 0.20% |
| Capital World Investors | 12,490,946 | 2.15% | $2.73B | −1,682,593 | 0.32% |
| Bank Of America Corp /De/ | 12,278,975 | 2.11% | $2.68B | −595,177 | 0.17% |
| Vanguard Portfolio Management LLC | 11,686,468 | 2.01% | $2.55B | −9,752 | 0.12% |
| FMR LLC | 11,213,445 | 1.93% | $2.45B | +3,384,651 | 0.11% |
| JPMorgan Chase & Co | 10,295,927 | 1.77% | $2.26B | −1,829,605 | 0.13% |
| Morgan Stanley | 9,313,526 | 1.60% | $2.03B | +465,349 | 0.11% |
| Alliancebernstein L.P. | 9,178,776 | 1.58% | $1.82B | −986,877 | 0.60% |
| Norges Bank | 8,647,114 | 1.49% | $1.89B | New | 0.19% |
| Capital International Investors | 7,704,091 | 1.33% | $1.68B | −1,117,509 | 0.35% |
| Massachusetts Financial Services Co /Ma/ | 7,663,770 | 1.32% | $1.67B | −4,435,885 | 0.53% |
| GQG Partners LLC | 7,043,101 | 1.21% | $1.54B | −2,095,839 | 2.86% |
| UBS Asset Management Americas Inc | 6,784,205 | 1.17% | $1.48B | +410,326 | 0.27% |
| Arrowstreet Capital, Limited Partnership | 6,092,628 | 1.05% | $1.33B | +3,428,801 | 0.59% |
| Northern Trust Corp | 5,776,119 | 0.99% | $1.26B | −61,328 | 0.15% |
| Wellington Management Group Llp | 5,729,113 | 0.99% | $1.25B | −749,882 | 0.22% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,818 | 509M | 87.5% | 199 / 691 | 707 / 128 | 45M | 42M |
| Q1 2026 | 1,774 | 511M | 87.9% | 168 / 706 | 690 / 200 | 104M | 46M |
| Q4 2025 | 1,834 | 511M | 87.8% | 238 / 673 | 713 / 171 | 49M | 53M |
| Q3 2025 | 1,801 | 516M | 88.8% | 114 / 682 | 765 / 195 | 53M | 45M |
| Q2 2025 | 1,908 | 508M | 87.4% | 205 / 787 | 658 / 120 | 36M | 35M |
| Q1 2025 | 1,846 | 508M | 87.3% | 234 / 729 | 661 / 123 | 40M | 31M |
| Q4 2024 | 1,764 | 506M | 87.0% | 246 / 683 | 607 / 112 | 33M | 35M |
| Q3 2024 | 1,657 | 510M | 87.8% | 225 / 648 | 571 / 78 | 73M | 26M |
| Q2 2024 | 1,526 | 512M | 88.0% | 156 / 633 | 516 / 72 | 32M | 57M |
| Q1 2024 | 1,461 | 539M | 92.7% | 216 / 550 | 513 / 71 | 39M | 36M |
| Q4 2023 | 1,329 | 537M | 92.3% | 239 / 424 | 501 / 63 | 59M | 26M |
| Q3 2023 | 1,172 | 505M | 86.9% | 108 / 435 | 458 / 101 | 34M | 27M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PGR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 18,524,129 | 3.19% | $4.05B | 0.18% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 15,141,845 | 2.60% | $3.31B | 0.20% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 8,038,195 | 1.38% | $1.76B | 0.20% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 7,500,332 | 1.29% | $1.43B | 0.17% | May 31, 2026 |
| Investment Co of America | 6,665,263 | 1.15% | $1.46B | 0.79% | Jun 30, 2026 |
| MFS Value Fund | 6,584,694 | 1.13% | $1.25B | 2.45% | May 31, 2026 |
| American Mutual Fund | 5,671,527 | 0.98% | $1.20B | 1.02% | Jul 31, 2026 |
| Vanguard Value Index Fund | 5,553,823 | 0.96% | $1.21B | 0.48% | Jun 30, 2026 |
| Growth Fund of America | 5,538,635 | 0.95% | $1.05B | 0.29% | May 31, 2026 |
| Fidelity Contrafund | 5,496,262 | 0.95% | $1.20B | 0.67% | Jun 30, 2026 |
| American Balanced Fund | 4,982,276 | 0.86% | $1.09B | 0.38% | Jun 30, 2026 |
| AMCAP Fund | 4,731,983 | 0.81% | $900.97M | 0.93% | May 31, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 3,952,591 | 0.68% | $863.44M | 1.68% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 3,172,091 | 0.55% | $692.94M | 0.20% | Jun 30, 2026 |
| Capital Income Builder | 3,165,808 | 0.54% | $669.32M | 0.51% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Susan Patricia Griffith | President and CEO, Director | 573,473 | 0.10% | Sep 2, 2026 |
| Steven Broz | Chief Information Officer | 30,032 | 0.01% | Sep 28, 2026 |
| Lori A. Niederst | Chief Personal Lines Officer | 42,776 | 0.01% | Aug 17, 2026 |
| Andrew J. Quigg | VP and Chief Financial Officer | 42,595 | 0.01% | Jul 29, 2026 |
| Heather E. Day | CRM President | 18,895 | 0.00% | Jul 28, 2026 |
| Jonathan S. Bauer | Chief Investment Officer | 30,548 | 0.01% | Jul 28, 2026 |
| Daniel J. Witalec | Chief Strategy Officer | 4,166 | 0.00% | Jul 28, 2026 |
| Patrick K. Callahan | Personal Lines President | 36,707 | 0.01% | Jul 28, 2026 |
| David M. Stringer | Vice Pres, Secretary and CLO | 5,351 | 0.00% | Jul 28, 2026 |
| John Jo Murphy | Claims President | 56,466 | 0.01% | Jul 28, 2026 |
| William L. Clawson II | Chief Human Resources Officer | 25,487 | 0.00% | Jul 28, 2026 |
| Karen Bailo | Commercial Lines President | 32,348 | 0.01% | Jul 28, 2026 |
| Carl G. Joyce | Chief Accounting Officer | 889 | 0.00% | Jul 14, 2026 |
| Maribel Pumarejo | Chief Marketing Officer | 1,049 | 0.00% | Jul 14, 2026 |
| John P. Sauerland | VP and Chief Financial Officer | 243,892 | 0.04% | Apr 14, 2026 |
| Remi Kent | Chief Marketing Officer | 21,577 | 0.00% | Apr 15, 2025 |
| Mariann Wojtkun Marshall | Chief Accounting Officer | 12,338 | 0.00% | Jan 23, 2025 |
| Pamela J. Craig | Director | 8,956 | 0.00% | Jul 14, 2026 |
| Barbara R. Snyder | Director | 13,193 | 0.00% | Jul 14, 2026 |
| Roger N. Farah | Director | 2,011 | 0.00% | Jul 14, 2026 |
| Charles A. Davis | Director | 250,933 | 0.04% | Jul 14, 2026 |
| Philip Bleser | Director | 1,145 | 0.00% | Jul 14, 2026 |
| Lawton W. Fitt | Director | 12,482 | 0.00% | Jul 14, 2026 |
| Jeffrey D. Kelly | Director | 22,546 | 0.00% | Jun 25, 2026 |
| Dyke Kahina Van | Director | 14,285 | 0.00% | May 12, 2026 |
| Devin C. Johnson | Director | 10,529 | 0.00% | May 12, 2026 |
| Stuart B. Burgdoerfer | Director | 13,466 | 0.00% | May 12, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Steven Broz Chief Information Officer | Sep 24, 2026 | Sale(10b5-1 plan) | −1,225 | $204.29 | $250.26K | 30,032 |
| Susan Patricia Griffith President and CEO, Director | Sep 1, 2026 | Gift | −1,598 | – | – | 483,840 |
| Susan Patricia Griffith President and CEO, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −37,338 | $219.50 | $8.20M | 485,438 |
| Steven Broz Chief Information Officer | Aug 20, 2026 | Sale(10b5-1 plan) | −1,225 | $219.40 | $268.77K | 31,257 |
| Lori A. Niederst Chief Personal Lines Officer | Aug 13, 2026 | Sale(10b5-1 plan) | −7,339 | $209.29 | $1.54M | 42,567 |
| Andrew J. Quigg VP and Chief Financial Officer | Jul 28, 2026 | Sale(10b5-1 plan) | −3,499 | $220.00 | $769.78K | 42,595 |
| John Jo Murphy Claims President | Jul 27, 2026 | Sale(10b5-1 plan) | −8,124 | $212.70 | $1.73M | 41,291 |
| Jonathan S. Bauer Chief Investment Officer | Jul 27, 2026 | Sale(10b5-1 plan) | −2,242 | $212.71 | $476.90K | 26,250 |
| Susan Patricia Griffith President and CEO, Director | Jul 27, 2026 | Sale(10b5-1 plan) | −37,338 | $212.71 | $7.94M | 522,776 |
| Karen Bailo Commercial Lines President | Jul 27, 2026 | Sale(10b5-1 plan) | −8,452 | $212.71 | $1.80M | 32,348 |
| William L. Clawson II Chief Human Resources Officer | Jul 24, 2026 | Award | +9,603.05 | – | – | 25,487 |
| William L. Clawson II Chief Human Resources Officer | Jul 24, 2026 | Tax withholding | −4,136 | $211.90 | $876.42K | 21,351 |
| Jonathan S. Bauer Chief Investment Officer | Jul 24, 2026 | Award | +4,175.65 | – | – | 30,425 |
| Jonathan S. Bauer Chief Investment Officer | Jul 24, 2026 | Tax withholding | −1,933 | $211.90 | $409.60K | 28,492 |
| David M. Stringer Vice Pres, Secretary and CLO | Jul 24, 2026 | Award | +529.5 | – | – | 5,269 |
| David M. Stringer Vice Pres, Secretary and CLO | Jul 24, 2026 | Tax withholding | −235 | $211.90 | $49.80K | 5,034 |
| Patrick K. Callahan Personal Lines President | Jul 24, 2026 | Tax withholding | −12,578 | $211.90 | $2.67M | 36,707 |
| Patrick K. Callahan Personal Lines President | Jul 24, 2026 | Award | +29,851.9 | – | – | 49,285 |
| Steven Broz Chief Information Officer | Jul 24, 2026 | Tax withholding | −4,832 | $211.90 | $1.02M | 32,482 |
| Steven Broz Chief Information Officer | Jul 24, 2026 | Award | +10,959.32 | – | – | 37,314 |
| Daniel J. Witalec Chief Strategy Officer | Jul 24, 2026 | Tax withholding | −706 | $211.90 | $149.60K | 4,166 |
| Daniel J. Witalec Chief Strategy Officer | Jul 24, 2026 | Award | +2,422.24 | – | – | 4,872 |
| Susan Patricia Griffith President and CEO, Director | Jul 24, 2026 | Award | +133,595.03 | – | – | 619,033 |
| Susan Patricia Griffith President and CEO, Director | Jul 24, 2026 | Tax withholding | −58,919 | $211.90 | $12.48M | 560,114 |
| Andrew J. Quigg VP and Chief Financial Officer | Jul 24, 2026 | Award | +12,524.61 | – | – | 51,620 |
| Andrew J. Quigg VP and Chief Financial Officer | Jul 24, 2026 | Tax withholding | −5,526 | $211.90 | $1.17M | 46,094 |
| Heather E. Day CRM President | Jul 24, 2026 | Tax withholding | −613 | $211.90 | $129.89K | 18,895 |
| Heather E. Day CRM President | Jul 24, 2026 | Award | +2,087.82 | – | – | 19,508 |
| Lori A. Niederst Chief Personal Lines Officer | Jul 24, 2026 | Award | +13,151.65 | – | – | 55,718 |
| Lori A. Niederst Chief Personal Lines Officer | Jul 24, 2026 | Tax withholding | −5,812 | $211.90 | $1.23M | 49,906 |
| Karen Bailo Commercial Lines President | Jul 24, 2026 | Tax withholding | −6,578 | $211.90 | $1.39M | 40,800 |
| Karen Bailo Commercial Lines President | Jul 24, 2026 | Award | +15,030.46 | – | – | 47,378 |
| John Jo Murphy Claims President | Jul 24, 2026 | Award | +14,528.82 | – | – | 55,819 |
| John Jo Murphy Claims President | Jul 24, 2026 | Tax withholding | −6,404 | $211.90 | $1.36M | 49,415 |
| Steven Broz Chief Information Officer | Jul 23, 2026 | Sale(10b5-1 plan) | −1,156 | $205.17 | $237.18K | 26,355 |
| Susan Patricia Griffith President and CEO, Director | Jul 13, 2026 | Gift | −6,043 | – | – | 485,438 |
| Andrew J. Quigg VP and Chief Financial Officer | Jul 6, 2026 | Gift | −531 | – | – | 39,095 |
| Barbara R. Snyder Director | Jul 1, 2026 | Returned to company | −106.72 | $219.88 | $23.47K | 13,193 |
| Barbara R. Snyder Director | Jul 1, 2026 | Option exercise | +824.72 | – | – | 13,300 |
| Jeffrey D. Kelly Director | Jun 24, 2026 | Sale | −7,000 | $216.33 | $1.51M | 22,546 |
| Steven Broz Chief Information Officer | Jun 22, 2026 | Sale(10b5-1 plan) | −1,157 | $204.76 | $236.91K | 27,511 |
| Steven Broz Chief Information Officer | Jun 5, 2026 | Sale(10b5-1 plan) | −1,157 | $200.00 | $231.40K | 28,668 |
| John Jo Murphy Claims President | Jun 5, 2026 | Sale(10b5-1 plan) | −5,916 | $200.00 | $1.18M | 41,290 |
| Devin C. Johnson Director | May 8, 2026 | Award | +1,908 | – | – | 10,529 |
| Barbara R. Snyder Director | May 8, 2026 | Award | +1,779 | – | – | 12,475 |
| Jeffrey D. Kelly Director | May 8, 2026 | Award | +1,098 | – | – | 29,546 |
| Lawton W. Fitt Director | May 8, 2026 | Award | +3,093 | – | – | 12,482 |
| Philip Bleser Director | May 8, 2026 | Award | +1,145 | – | – | 1,145 |
| Charles A. Davis Director | May 8, 2026 | Award | +1,959 | – | – | 250,933 |
| Pamela J. Craig Director | May 8, 2026 | Award | +1,207 | – | – | 8,956 |
| Stuart B. Burgdoerfer Director | May 8, 2026 | Award | +1,238 | – | – | 13,455 |
| Dyke Kahina Van Director | May 8, 2026 | Award | +1,856 | – | – | 14,285 |
| Roger N. Farah Director | May 8, 2026 | Award | +2,011 | – | – | 2,011 |
| Devin C. Johnson Director | Apr 16, 2026 | Sale | −980 | $203.10 | $199.04K | 8,621 |
| Philip Bleser Director | Apr 10, 2026 | Returned to company | −739 | – | – | 0 |
| Charles A. Davis Director | Apr 10, 2026 | Returned to company | −1,248 | – | – | 248,974 |
| Lawton W. Fitt Director | Apr 10, 2026 | Returned to company | −1,986 | – | – | 9,389 |
| Roger N. Farah Director | Apr 10, 2026 | Returned to company | −1,301 | – | – | 0 |
| Pamela J. Craig Director | Apr 10, 2026 | Returned to company | −781 | – | – | 7,749 |
| Carl G. Joyce Chief Accounting Officer | Mar 20, 2026 | Sale | −270 | $206.50 | $55.76K | 558 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Steven Broz Officer | Sep 24, 2026 | 1,225 | $250.26K | Sep 24, 2026 | Restricted Stock Vesting |
| Susan Patricia Griffith Officer, Director | Sep 1, 2026 | 37,338 | $8.20M | Sep 1, 2026 | Restricted Stock Vesting |
| Steven Broz Officer | Aug 20, 2026 | 1,225 | $268.77K | Aug 20, 2026 | Restricted Stock Vesting |
| Lori A. Niederst Officer | Aug 13, 2026 | 7,339 | $1.54M | Aug 13, 2026 | Restricted Stock Vesting |
| Andrew J. Quigg Officer | Jul 28, 2026 | 3,499 | $769.78K | Jul 28, 2026 | Restricted Stock Vesting |
| John Jo Murphy Officer | Jul 27, 2026 | 8,124 | $1.73M | Jul 27, 2026 | Restricted Stock Vesting |
| Jonathan S. Bauer Officer | Jul 27, 2026 | 2,242 | $476.90K | Jul 27, 2026 | Restricted Stock Vesting |
| Karen Bailo Officer | Jul 27, 2026 | 8,452 | $1.80M | Jul 27, 2026 | Restricted Stock Vesting |
| John P. Sauerland Former Officer | Jul 27, 2026 | 15,003 | $3.18M | Jul 27, 2026 | Restricted Stock Vesting |
| Susan Patricia Griffith Officer, Director | Jul 27, 2026 | 37,338 | $7.94M | Jul 27, 2026 | Restricted Stock Vesting |
| Steven Broz Officer | Jul 23, 2026 | 1,156 | $237.18K | Jul 23, 2026 | Restricted Stock Vesting |
| Kelly Jeffrey Director | Jun 24, 2026 | 7,000 | $1.54M | Jun 24, 2026 | Acquired as compensation -- Restricted Stock Units |
| Steven Broz Officer | Jun 22, 2026 | 1,157 | $236.91K | Jun 22, 2026 | Restricted Stock Vesting |
| Steven Broz Officer | Jun 5, 2026 | 1,157 | $231.40K | Jun 5, 2026 | Restricted Stock Vesting |
| John Jo Murphy Officer | Jun 5, 2026 | 5,916 | $1.18M | Jun 5, 2026 | Restricted Stock Vesting |