LongPGRJun 2026
The Progressive Corporation
Merchant West added Progressive because it sees a structural cost and data advantage in the company's insurance model. That advantage allows Progressive to underwrite more…
PGR
1 published idea on The Progressive Corporation across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on The Progressive Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Merchant West added Progressive because it sees a structural cost and data advantage in the company's insurance model. That advantage allows Progressive to underwrite more…