Other

OCI Unrealized Holding Gain (Loss) on Securities, Tax

Progressive OCI Unrealized Holding Gain (Loss) on Securities, Tax decreased by 1566.7% to -$132.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 156.7%, from $233.00M to -$132.00M. Over 4 years (FY 2021 to FY 2025), OCI Unrealized Holding Gain (Loss) on Securities, Tax shows an upward trend with a 22.5% CAGR.

Analysis

StatementIncome Statement
SectionOther
CategoryRisk
SignalContext dependent
VolatilityModerate
First reportedQ1 2015
Last reportedQ1 2026May 4, 2026

How to read this metric

This is a mechanical accounting adjustment that tracks the tax consequences of portfolio market value changes.

Detailed definition

The tax impact associated with the unrealized gains or losses on investment securities. This represents the deferred tax...

Peer comparison

Standard tax accounting adjustment for OCI items across the insurance industry.

Metric ID: ms_oci_unrealized_holding_gain_loss_securities_tax

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$36.70M-$24.80M-$89.10M-$388.90M-$261.80M-$256.90M$0.00$148.20M-$136.80M-$114.90M$369.50M-$87.00M-$18.00M$423.00M-$359.00M$233.00M$117.00M$76.00M$9.00M-$132.00M
QoQ Change-167.6%-259.3%-336.5%+32.7%+1.9%+100.0%-192.3%+16.0%+421.6%-123.5%+79.3%>999%-184.9%+164.9%-49.8%-35.0%-88.2%<-999%
YoY Change-813.4%-935.9%+100.0%+138.1%+47.7%+55.3%-158.7%+86.8%+468.1%-197.2%+367.8%+750.0%-82.0%+102.5%-156.7%
Range-$388.90M$423.00M
CAGR+30.9%
Avg YoY Growth-15.2%
Median YoY Growth+55.3%
Current Streak4 quarters decline

Frequently Asked Questions

What is Progressive's oci unrealized holding gain (loss) on securities, tax?
Progressive (PGR) reported oci unrealized holding gain (loss) on securities, tax of -$132.00M in Q1 2026.
How has Progressive's oci unrealized holding gain (loss) on securities, tax changed year-over-year?
Progressive's oci unrealized holding gain (loss) on securities, tax decreased by 156.7% year-over-year, from $233.00M to -$132.00M.
What is the long-term trend for Progressive's oci unrealized holding gain (loss) on securities, tax?
Over 4 years (2021 to 2025), Progressive's oci unrealized holding gain (loss) on securities, tax has grown at a 22.5% compound annual growth rate (CAGR), from -$193.00M to $435.00M.
What does oci unrealized holding gain (loss) on securities, tax mean?
The tax effect applied to unrealized gains or losses on investment holdings.