SELECTIVE INSURANCE GROUP INC
SIGI, SIGIP · Fire, Marine & Casualty Insurance · 59.9M shares · +0%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$10M (gross $8M, SBC $18M)
Reference price $87.33 · est. market cap ~$5.2B — last insider sale, 2026-02-17 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C68Selective Insurance — commercial P&C insurer recovering earnings.
Strengths
- Net income +125% (84th pct)
- Free cash flow 75th pct
Risks
- Net margin 8.7% (28th), ROE (45th) average
- Catastrophe and reserve risk
- Competitive commercial-lines pricing
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~100% of revenue from one customer/distributor — Our cyber-specific policies for commercial lines and personal lines customers are 100% reinsured with highly-rated specialty cyber markets
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
8.7%
Return on equity
12.9%
Return on assets
3.1%
Revenue growth (QoQ)
-0.4%
Net-income growth
125.3%
Free cash flow
$1.2B
Tangible book value
$3.6B
Stock comp / revenue
0.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-01 | Aijala Ainar D JR | Grant | 1.8K | — |
| 2026-05-01 | Parsons Julie | Grant | 1.8K | — |
| 2026-05-01 | McCarthy Thomas A | Grant | 3.0K | — |
| 2026-05-01 | Cavanaugh Terrence W | Grant | 3.0K | — |
| 2026-05-01 | SCHEID JOHN STEPHEN | Grant | 1.8K | — |
| 2026-05-01 | Sampson Kate | Grant | 1.8K | — |
| 2026-05-01 | Nicholson Cynthia S | Grant | 1.8K | — |
| 2026-05-01 | Mitchell H Elizabeth | Grant | 1.8K | — |
| 2026-05-01 | Mills Stephen | Grant | 1.8K | — |
| 2026-05-01 | DOHERTY ROBERT KELLY | Grant | 1.8K | — |
| 2026-05-01 | Bacus Lisa R | Grant | 1.8K | — |
| 2026-02-17 | Harnett Anthony D. | Sell | 1.1K | $87.33 |
| 2026-02-06 | Kamrowski Jeffrey F. | Grant | 2.9K | — |
| 2026-02-06 | Kamrowski Jeffrey F. | Tax withheld | 1.1K | $90.10 |
| 2026-02-06 | Eppers Joseph | Grant | 2.7K | — |
| 2026-02-06 | Eppers Joseph | Tax withheld | 938 | $90.10 |
| 2026-02-06 | Harnett Anthony D. | Grant | 1.8K | — |
| 2026-02-06 | Harnett Anthony D. | Tax withheld | 711 | $90.10 |
| 2026-02-06 | Marchioni John J. | Grant | 22K | — |
| 2026-02-06 | Marchioni John J. | Tax withheld | 9.5K | $90.10 |
| 2026-02-06 | Lanza Michael H | Grant | 4.3K | — |
| 2026-02-06 | Lanza Michael H | Tax withheld | 1.6K | $90.10 |
| 2026-02-02 | Bacus Lisa R | Buy | 600 | $84.81 |
| 2026-02-02 | Harnett Anthony D. | Sell | 955 | $85.31 |
| 2025-11-25 | Marchioni John J. | Gift | 15K | — |
| 2025-11-25 | Marchioni John J. | Gift | 15K | — |
| 2025-10-24 | Brennan Patrick Sean | Buy | 2.7K | $76.17 |
| 2025-08-01 | DOHERTY ROBERT KELLY | Buy | 1.5K | $77.00 |
| 2025-07-28 | McCarthy Thomas A | Buy | 2.5K | $77.42 |
| 2025-07-28 | Marchioni John J. | Buy | 3.2K | $77.89 |
| 2025-07-25 | Eppers Joseph | Buy | 1.4K | $76.82 |
| 2025-07-25 | Cavanaugh Terrence W | Buy | 2.0K | $75.72 |
| 2025-05-02 | Aijala Ainar D JR | Grant | 2.6K | — |
| 2025-05-02 | Cavanaugh Terrence W | Grant | 2.6K | — |
| 2025-05-02 | Sampson Kate | Grant | 1.4K | — |
| 2025-05-02 | Nicholson Cynthia S | Grant | 1.4K | — |
| 2025-05-02 | SCHEID JOHN STEPHEN | Grant | 1.4K | — |
| 2025-05-02 | Mitchell H Elizabeth | Grant | 1.4K | — |
| 2025-05-02 | Mills Stephen | Grant | 2.0K | — |
| 2025-05-02 | McCarthy Thomas A | Grant | 1.4K | — |
| 2025-05-02 | DOHERTY ROBERT KELLY | Grant | 1.4K | — |
| 2025-05-02 | Coaxum Wole C | Grant | 1.6K | — |
| 2025-05-02 | Bacus Lisa R | Grant | 1.7K | — |
| 2025-04-25 | Harnett Anthony D. | Sell | 1.4K | $87.06 |
| 2025-03-03 | Marchioni John J. | Buy | 1.2K | $86.69 |
| 2025-02-27 | Brennan Patrick Sean | Buy | 3.0K | $83.15 |
| 2025-02-24 | DOHERTY ROBERT KELLY | Buy | 1.5K | $80.28 |
| 2025-02-07 | Kamrowski Jeffrey F. | Grant | 3.5K | — |
| 2025-02-07 | Kamrowski Jeffrey F. | Tax withheld | 1.4K | $85.24 |
| 2025-02-07 | Eppers Joseph | Grant | 2.6K | — |
| 2025-02-07 | Eppers Joseph | Tax withheld | 895 | $85.24 |
| 2025-02-07 | Harnett Anthony D. | Grant | 2.2K | — |
| 2025-02-07 | Harnett Anthony D. | Tax withheld | 875 | $85.24 |
| 2025-02-07 | Marchioni John J. | Grant | 27K | — |
| 2025-02-07 | Marchioni John J. | Tax withheld | 12K | $85.24 |
| 2025-02-07 | Lanza Michael H | Grant | 5.3K | — |
| 2025-02-07 | Lanza Michael H | Tax withheld | 2.0K | $85.24 |
| 2025-02-07 | Kush Paul | Grant | 3.8K | — |
| 2025-02-07 | Kush Paul | Tax withheld | 1.2K | $85.24 |
| 2025-02-07 | Senia Vincent M | Grant | 4.3K | — |
| 2025-02-07 | Senia Vincent M | Tax withheld | 1.6K | $85.24 |
| 2025-02-07 | Hall Brenda M | Grant | 6.1K | — |
| 2025-02-07 | Hall Brenda M | Tax withheld | 1.8K | $85.24 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (5)
- Insurance Services Office, Inc.
- AM Best Company
- S&P Global Ratings
- Moody's Investors Service
- Fitch Ratings
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-14 | Exec/director change | filing ↗ |
| 2026-04-30 | Shareholder vote | filing ↗ |
| 2026-04-22 | ResultsReg FDExhibits | filing ↗ |
| 2026-01-30 | 5.03Exhibits | filing ↗ |
| 2026-01-29 | ResultsReg FDExhibits | filing ↗ |
| 2025-11-03 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-10-22 | ResultsReg FDOtherExhibits | filing ↗ |
| 2025-07-30 | Exec/director changeReg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-14 | 2026-05-11 | 0001104659-26-061133 ↗ |
| 8-K | 2026-04-30 | 2026-04-29 | 0000230557-26-000013 ↗ |
| 10-Q | 2026-04-24 | 2026-03-31 | 0000230557-26-000011 ↗ |
| 8-K | 2026-04-22 | 2026-04-22 | 0000230557-26-000008 ↗ |
| 10-K | 2026-02-09 | 2025-12-31 | 0000230557-26-000006 ↗ |
| 8-K | 2026-01-30 | 2026-01-29 | 0001104659-26-008618 ↗ |
| 8-K | 2026-01-29 | 2026-01-29 | 0000230557-26-000003 ↗ |
| 8-K | 2025-11-03 | 2025-10-29 | 0001104659-25-105371 ↗ |
| 10-Q | 2025-10-24 | 2025-09-30 | 0000230557-25-000025 ↗ |
| 8-K | 2025-10-22 | 2025-10-22 | 0000230557-25-000022 ↗ |
| 8-K | 2025-07-30 | 2025-07-30 | 0001104659-25-072210 ↗ |
| 10-Q | 2025-07-25 | 2025-06-30 | 0000230557-25-000019 ↗ |