Progressive Investment expenses remained flat by 0.0% to $8.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 14.3%, from $7.00M to $8.00M. Over 4 years (FY 2021 to FY 2025), Investment expenses shows an upward trend with a 7.5% CAGR. This is a positive signal — lower values indicate better performance for this metric.
An increase relative to assets under management may indicate rising management fees or operational inefficiencies, while a decrease suggests improved cost control.
Includes all costs directly associated with managing the investment portfolio, such as investment advisory fees, custodi...
Commonly reported as Investment Expenses or Investment Management Fees across the insurance industry.
other_investment_income_investment_expense| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $6.30M | $6.60M | $7.00M | $5.70M | $5.90M | $5.80M | $6.60M | $5.50M | $6.10M | $7.20M | $7.20M | $6.00M | $7.00M | $7.00M | $9.00M | $7.00M | $9.00M | $10.00M | $8.00M | $8.00M |
| QoQ Change | — | +4.8% | +6.1% | -18.6% | +3.5% | -1.7% | +13.8% | -16.7% | +10.9% | +18.0% | +0.0% | -16.7% | +16.7% | +0.0% | +28.6% | -22.2% | +28.6% | +11.1% | -20.0% | +0.0% |
| YoY Change | — | — | — | — | -6.3% | -12.1% | -5.7% | -3.5% | +3.4% | +24.1% | +9.1% | +9.1% | +14.8% | -2.8% | +25.0% | +16.7% | +28.6% | +42.9% | -11.1% | +14.3% |