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PGR

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Progressive Corporation

$209.74+0.27 (+0.13%)
Energy
Quality63/100

research_scan theme='autonomous-mobility'; value_chain_position='downstream-beneficiary'; Personal-auto risk-pool disruption on 3-5yr horizon; Waymo 270M-mile scale is now large enough that Phoenix/SF/LA metro-level loss-cost bifurcation may show up in quarterly filings within 12-18 months. Waymo-Allianz partnership (Sept 15) is the first named-insurer AV-underwriting anchor. Watchlist-down candidate, not a 2026 short.

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