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Chubb vs Progressive Corp/oh/ (CB vs PGR)

Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.

Progressive Corp/oh/ is the larger company by revenue ($87.7B vs $59.4B). Chubb carries the larger market value ($130.7B vs $128.2B). Progressive Corp/oh/ has grown revenue faster over the last 4 fiscal years (+83.8% cumulative vs +45.3%). Progressive Corp/oh/ trades at the lower trailing P/E (11.1x vs 12.0x).

About Chubb

Chubb Ltd is a global insurance and reinsurance company headquartered in Zurich, Switzerland. It provides property and casualty insurance, accident and health insurance, life insurance, and reinsurance services to multinational corporations, small and mid-size businesses, high net worth individuals, and insurers worldwide. The company operates in 54 countries and offers products including commercial insurance, specialty lines, personal insurance, and risk management services.

About Progressive Corp/oh/

Progressive Corporation is an insurance holding company that provides personal and commercial auto insurance, residential property insurance, and coverage for motorcycles, watercraft, and other recreational vehicles. It also offers business-related general liability, commercial property insurance, workers’ compensation primarily for the transportation industry, and other specialty property-casualty insurance. Progressive serves customers across the United States through both agency and direct channels, including independent insurance agencies and online or phone sales.

Head to head (CB FY2025 vs PGR FY2025)

MetricCBFY2025PGRFY2025
Revenue$59.40B$87.67B
Revenue growth (YoY)6.5%16.3%
Gross margin
Operating margin
Net margin17.4%12.9%
Net income$10.31B$11.31B
Diluted EPS$25.68$19.23
FCF margin19.6%
ROE12.9%37.3%
Long-term debt / equity0.20×
Market cap$130.69B$128.16B
P/E12.0×11.1×

Fundamentals are from each company’s SEC filings (CB FY2025, PGR FY2025). ROE is net income over fiscal-year-end equity; long-term debt / equity counts non-current term debt only. P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

Five-year trend (as reported)

RevenueFY2021FY2022FY2023FY2024FY2025
CB$40.87B$43.10B$49.73B$55.75B$59.40B
PGR$47.70B$49.61B$62.11B$75.37B$87.67B
Net incomeFY2021FY2022FY2023FY2024FY2025
CB$8.53B$5.25B$9.03B$9.27B$10.31B
PGR$3.35B$722.0M$3.90B$8.48B$11.31B
Operating marginFY2021FY2022FY2023FY2024FY2025
CB
PGR

Peer standing

Where each company ranks among the 88 insurance companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.

MetricCBPGR
Net margin
17.4%73rd percentile of 82
12.9%58th percentile of 82
Revenue growth (YoY)
+6.5%41st percentile of 88
+16.3%63rd percentile of 88
ROE
12.9%53rd percentile of 73
37.3%96th percentile of 73
P/E
12.0×54th percentile of 72
11.1×49th percentile of 72
Short interest (days to cover)
2.45d21st percentile of 87
2.80d30th percentile of 87

Short interest

FINRA settlement dataCBPGR
Shares sold short3.8M6.0M
Change vs prior settlement-9.0%-25.9%
Days to cover2.452.80
As of settlement2026-08-142026-08-14

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.

Insider activity (last 90 days)

Form 4 activity (codes P/S)CBPGR
Buys00
Sells3 ($6.2M)12 ($17.9M)

Non-derivative purchases (code P) and sales (code S) reported on SEC Form 4, which may be open-market or private (grants, exercises and tax withholding excluded). For context, about 15% of covered companies saw any reported insider purchase (code P) in a 90-day window.

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.