Progressive continues to take market share in US auto insurance with superior pricing sophistication and direct-channel scale. PIF growth running at double-digit pace. Property book disciplined. Strong free cash flow generation supports special dividends.
Thesis reviewed May 29, 2026
The Progressive Corporation is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β84% | ENTRY |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | β84% | ENTRY |
| MELI | MercadoLibre | 90 | -14% | β84% | AVOID |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β84% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β84% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β84% | NEUTRAL |
| DB | Deutsche Bank AG | 90 | -13% | β84% | AVOID |
Investors who hold PGR may also have indirect exposure through these country funds.
Progressive Q1 2026 PIF growth +18% YoY; auto combined ratio 88%
Progressive direct-channel share gains accelerate vs GEICO
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| David J. TaylorOH | R | Buy | $1kβ$15k | Apr 27, 26 | -2.7% |
| Gilbert CisnerosCA | D | Sell | $1kβ$15k | Feb 10, 26 | -7.9% |
| David J. TaylorOH | R | Buy | $1kβ$15k | Feb 10, 26 | -6.7% |
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Jan 9, 26 | -6.9% |
| David J. TaylorOH | R | Buy | $1kβ$15k | Jan 16, 26 | -6.2% |
| Julie JohnsonTX | D | Buy | $1kβ$15k | Dec 18, 25 | -6.4% |
| Sheldon Whitehouse | Sell | $15kβ$50k | Oct 27, 25 | -0.5% | |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | -18.0% |
| John JamesMI | R | Sell | $1kβ$15k | Apr 10, 24 | -18.0% |
| John JamesMI | R | Buy | $1kβ$15k | May 2, 24 | -18.0% |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Jun 21, 24 | -1.3% |