Company facts
- Industry
- Fire, Marine & Casualty Insurance
- Headquarters
- Mayfield Village, Ohio
- Most recent report
- 10-Q, filed Nov 2, 2026
- Incorporated
- Ohio
- Filings on record
- 1,012+ filings
- On EDGAR
- CIK 80661
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 18
News 8 of 65
- 8-K Quarterly results Oct 14, 2026
- 8-K Current report on a material event Sep 18, 2026
- 8-K Current report on a material event Aug 19, 2026
- 8-K Current report on a material event Aug 10, 2026
- 8-K Quarterly results Jul 15, 2026
- 8-K Leadership change Jun 17, 2026
- 8-K Current report on a material event May 20, 2026
- 8-K Leadership change May 12, 2026
Prospectuses and Registrations 8 of 11
- 424B5 Prospectus supplement for an offering Mar 25, 2026
- FWP Free writing prospectus Mar 23, 2026
- 424B5 Prospectus supplement for an offering Mar 23, 2026
- S-3ASR Automatic shelf registration May 17, 2024
- S-8 POS Post-effective amendment to an employee plan registration May 17, 2024
- S-8 POS Post-effective amendment to an employee plan registration May 17, 2024
- S-8 Registration statement for an employee plan May 17, 2024
- 424B5 Prospectus supplement for an offering May 24, 2023
Proxies 7
- DEFA14A Extra proxy material Mar 23, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 23, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 24, 2025
- PX14A6G Shareholder's own proxy material May 1, 2024
- PX14A6G Shareholder's own proxy material Apr 11, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 25, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 27, 2023
Ownership 8 of 899
- 4 Insider reported a trade Nov 6, 2026
- 3 Insider reported their initial holding Oct 26, 2026
- 4 Insider reported a trade Oct 26, 2026
- 144 Notice of a proposed sale of restricted stock Oct 22, 2026
- 4 Insider reported a trade Oct 13, 2026
- 4 Insider reported a trade Oct 13, 2026
- 4 Insider reported a trade Oct 13, 2026
- 4 Insider reported a trade Oct 13, 2026
Other 8 of 12
- 11-K Employee stock plan report May 12, 2026
- ARS Annual report sent to shareholders Mar 23, 2026
- 11-K Employee stock plan report Mar 5, 2026
- 11-K Employee stock plan report May 14, 2025
- ARS Annual report sent to shareholders Mar 24, 2025
- 11-K Employee stock plan report Mar 14, 2025
- 11-K Employee stock plan report May 15, 2024
- ARS Annual report sent to shareholders Mar 25, 2024
What to read: Sep 2026 10-Q
SECSift found 2 of 11 sections worth reading, with 2 positive, 6 notable, and 4 negative flags.
Financial Statements (Item 1)
Financial statements with notes: debt issuance, reserve development, litigation, and dividend details.NotableManagement's Discussion (Item 2)
Dense MD&A with segment margins, reserve development, retention drops, and capital actions.PositiveNotable- Share repurchases of 7.7M shares at $1.6B in first nine months of 2026, partially offsetting capital increases.
- Advertising spend rose 18% to $1.6B in Q3 2026, adding 0.8 points to the expense ratio.
- Debt-to-total-capital ratio rose to 19.6% at Sep 30, 2026 from 16.3% a year earlier, after $1.5B senior note issuance.
- Fixed-income portfolio after-tax net unrealized loss of $2,730M at Sep 30, 2026, vs a $203M gain a year earlier.
Negative- Total comprehensive income decreased $2,254 million in Q3 2026 vs Q3 2025, driven by unrealized fixed-income losses.
- Personal auto loss & LAE ratio rose 3.7 points in Q3 2026 vs Q3 2025, driven by higher severity.
- Personal auto trailing 12-month policy life expectancy fell 9% year-over-year in Q3 2026, signaling worsening retention.
What changed: Sep 2026 vs. Jun 2026
About 6% of PGR's Sep 2026 10-Q is new information. 24 paragraphs were added, 178 changed, and 42 removed. Below are the most important lines SECSift identified.
New
- Carl G. Joyce (VP and Chief Accounting Officer) entered a plan on Aug 20, 2026, expiring Feb 18, 2027, for 0 shares.
- Jonathan S. Bauer (Chief Investment Officer) entered a plan on Aug 20, 2026, expiring Jul 30, 2027, for 475 shares.
- Karen B. Bailo (Commercial Lines President) entered a plan on Sep 22, 2026, expiring Jul 30, 2027, for 10 shares.
- William L. Clawson II (Chief HR Officer) entered a plan on Aug 20, 2026, expiring Dec 31, 2026, for 5,467 shares.
Changed
- Net premiums written fell to $22.3 billion in Q3 2026 from $21.1 billion in Q2 2026.
- Total assets rose to $127,744M from $124,925M at September 30, 2026 vs June 30, 2026.
- Total shareholders' equity increased to $34,485M from $34,333M at September 30, 2026 vs June 30, 2026.
- Total net realized losses on securities swung to $(170)M from $604M for the three months ended September 30, 2026 vs June 30, 2026.
- Net income fell to $2,542M from $3,311M for the three months ended September 30, 2026 vs June 30, 2026.
- Other comprehensive loss widened to $(1,897)M from $(376)M for the three months ended September 30, 2026 vs June 30, 2026.
- Commercial Lines underwriting profit margin fell to 7.4% in Q3 2026 from 10.8% in Q3 2025.
- Exhibit index page reference moved to page 52 from page 51.
- Removed sentence that the May 2026 authorization terminated the prior May 2025 authorization.
- Table number changed to 63 from 62.
Everything here comes from Progressive Corp's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 2, 2026, from the 10-Q for Sep 2026.