Stocks / Insurance
PGRInsurance
Progressive Corporation
$216.291d -0.3%5d +0.0%settled close · 2026-09-17
Mkt cap $121B (3/25)β -0.4652w $190–248Shares 585.9MInd. Fire, Marine & Casualty InsuranceNYSE since 1972Emp. 70,000HQ Mayfield Village, OHprogressive.com
The tape, with the calls on it
Who said what, and what PGR did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about PGR
3 longlatest 2025-11-16
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-11-16 | Fran Ois RochonFund manager — Giverny Capital | Bullish | Francois Rochon | Progressive's new management and technology-driven underwriting model represented a substantially improved… |
| 2025-03-07 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | The Compound | Progressive is the best-positioned insurer to capture Millennial financial services spending, which will… |
| 2024-12-22 | Francois RochonPresident & Portfolio Manager, Giverny Capital | Bullish | Robin Speziale | Progressive's new management team revived growth by brilliantly bundling auto and home insurance into a… |
1 new mention of PGR this week is in The Brief — who, which way, and what they said, in subscribers’ inboxes every morning. Free pages update a week later.
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Earnings
Next report: 2 Nov 2026 before the open
Confirmed date · consensus EPS 4.05. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where PGR’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-07-15 | ||||||
| 2026-07-14 | ||||||
| 2026-06-24 | ||||||
| 2026-06-23 | ||||||
| 2026-06-22 | ||||||
| 2026-06-17 | ||||||
| 2026-04-24 | ||||||
| 2026-04-17 | ||||||
| 2026-04-16 | ||||||
| 2026-04-15 | ||||||
| 2026-04-14 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
PGR is in this morning’s Brief.
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