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.
A high ratio of investment expense to investment income may indicate inefficient management or high-cost investment strategies.
The costs directly associated with managing the company's investment portfolio, including custodial fees, investment adv...
Standard line item in the 'Investment Income' section of insurance financial statements.
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% |