RLI CORP
RLI · Fire, Marine & Casualty Insurance · 91.9M shares · +19%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: $2M (gross $7M, SBC $4M)
Reference price $50.90 · est. market cap ~$4.7B — last insider purchase, 2026-06-01 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B81RLI Corp — specialty P&C insurer with consistently high returns.
Strengths
- ROE 22.7% (78th), ROA (83rd)
- Strong operating cash margin (79th)
- Disciplined specialty niches
Risks
- Catastrophe and cyclical pricing
- Reserve adequacy
- Premium valuation expectations
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
21.4%
Return on equity
22.7%
Return on assets
6.5%
Revenue growth (QoQ)
-9.0%
Net-income growth
16.6%
Free cash flow
$609M
Tangible book value
$1.7B
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-01 | KELLOGG CLARK C | Buy | 3.0K | $50.90 |
| 2026-05-28 | Duclos David B. | Buy | 2.5K | $51.99 |
| 2026-05-27 | Klobnak Jennifer L | Buy | 2.0K | $52.72 |
| 2026-05-27 | Kliethermes Craig W | Buy | 5.0K | $52.00 |
| 2026-05-27 | Kliethermes Craig W | Buy | 2.0K | $52.00 |
| 2026-05-21 | Kliethermes Craig W | Buy | 5.0K | $52.00 |
| 2026-05-19 | Klobnak Jennifer L | Buy | 2.0K | $53.42 |
| 2026-05-13 | KELLOGG CLARK C | Option exercise | 1.7K | — |
| 2026-05-13 | KELLOGG CLARK C | Other | 68 | — |
| 2026-05-13 | Roberts Debbie Sharell | Option exercise | 1.7K | — |
| 2026-05-13 | Roberts Debbie Sharell | Other | 68 | — |
| 2026-05-13 | Duclos David B. | Option exercise | 2.4K | — |
| 2026-05-13 | Duclos David B. | Other | 135 | — |
| 2026-05-13 | Angelina Michael E | Option exercise | 1.7K | — |
| 2026-05-13 | Angelina Michael E | Other | 68 | — |
| 2026-05-13 | Graham Jordan W | Option exercise | 1.7K | — |
| 2026-05-13 | Graham Jordan W | Other | 68 | — |
| 2026-05-13 | MEDINI PAUL BENNETT | Option exercise | 1.7K | — |
| 2026-05-13 | MEDINI PAUL BENNETT | Other | 68 | — |
| 2026-05-13 | RESTREPO ROBERT P JR | Option exercise | 1.7K | — |
| 2026-05-13 | RESTREPO ROBERT P JR | Other | 68 | — |
| 2026-05-13 | STONE MICHAEL J | Option exercise | 1.7K | — |
| 2026-05-13 | STONE MICHAEL J | Other | 68 | — |
| 2026-05-13 | Fleming Susan S. | Option exercise | 1.7K | — |
| 2026-05-13 | Fleming Susan S. | Other | 68 | — |
| 2026-05-04 | Davis Seth Anthony | Option exercise | 300 | — |
| 2026-05-04 | Davis Seth Anthony | Other | 29 | — |
| 2026-05-04 | Davis Seth Anthony | Tax withheld | 146 | $50.73 |
| 2026-04-30 | Davis Seth Anthony | Option exercise | 3.0K | $28.07 |
| 2026-04-30 | Davis Seth Anthony | Tax withheld | 2.2K | $51.77 |
| 2026-04-30 | Roberts Debbie Sharell | Other | 483 | $51.77 |
| 2026-04-30 | MEDINI PAUL BENNETT | Other | 507 | $51.77 |
| 2026-02-02 | Roberts Debbie Sharell | Other | 426 | $58.74 |
| 2026-02-02 | MEDINI PAUL BENNETT | Other | 447 | $58.74 |
| 2026-02-02 | Fleming Susan S. | Other | 489 | $58.74 |
| 2026-01-23 | Klobnak Jennifer L | Buy | 2.0K | $57.99 |
| 2026-01-23 | Kliethermes Craig W | Buy | 5.0K | $57.45 |
| 2025-11-25 | Diefenthaler Aaron Paul | Tax withheld | 12K | $63.94 |
| 2025-11-25 | Davis Seth Anthony | Option exercise | 11K | $28.07 |
| 2025-11-25 | Davis Seth Anthony | Tax withheld | 7.6K | $63.94 |
| 2025-11-25 | Diefenthaler Aaron Paul | Option exercise | 18K | $28.07 |
| 2025-10-31 | Roberts Debbie Sharell | Other | 424 | $58.96 |
| 2025-10-31 | MEDINI PAUL BENNETT | Other | 445 | $58.96 |
| 2025-10-31 | Fleming Susan S. | Other | 122 | $58.96 |
| 2025-07-31 | MEDINI PAUL BENNETT | Other | 398 | $65.99 |
| 2025-07-31 | Roberts Debbie Sharell | Other | 379 | $65.99 |
| 2025-07-31 | Fleming Susan S. | Other | 109 | $65.99 |
| 2025-07-24 | Klobnak Jennifer L | Buy | 3.0K | $69.15 |
| 2025-05-05 | Davis Seth Anthony | Option exercise | 300 | — |
| 2025-05-05 | Davis Seth Anthony | Other | 36 | — |
| 2025-05-02 | STONE MICHAEL J | Option exercise | 1.4K | — |
| 2025-05-02 | STONE MICHAEL J | Other | 44 | — |
| 2025-05-02 | RESTREPO ROBERT P JR | Option exercise | 1.4K | — |
| 2025-05-02 | RESTREPO ROBERT P JR | Other | 44 | — |
| 2025-05-02 | Angelina Michael E | Option exercise | 1.4K | — |
| 2025-05-02 | Angelina Michael E | Other | 44 | — |
| 2025-05-02 | Roberts Debbie Sharell | Option exercise | 1.4K | — |
| 2025-05-02 | Roberts Debbie Sharell | Other | 44 | — |
| 2025-05-02 | MEDINI PAUL BENNETT | Option exercise | 1.4K | — |
| 2025-05-02 | MEDINI PAUL BENNETT | Other | 44 | — |
| 2025-05-02 | KELLOGG CLARK C | Option exercise | 1.4K | — |
| 2025-05-02 | KELLOGG CLARK C | Other | 44 | — |
| 2025-05-02 | Graham Jordan W | Option exercise | 1.4K | — |
| 2025-05-02 | Graham Jordan W | Other | 44 | — |
| 2025-05-02 | Fleming Susan S. | Option exercise | 1.4K | — |
| 2025-05-02 | Fleming Susan S. | Other | 44 | — |
| 2025-05-02 | Duclos David B. | Option exercise | 2.1K | — |
| 2025-05-02 | Duclos David B. | Other | 66 | — |
| 2025-04-30 | Roberts Debbie Sharell | Other | 338 | $74.01 |
| 2025-04-30 | MEDINI PAUL BENNETT | Other | 355 | $74.01 |
| 2025-04-30 | Fleming Susan S. | Other | 97 | $74.01 |
| 2025-03-13 | RESTREPO ROBERT P JR | Sell | 2.9K | $74.89 |
| 2025-03-11 | Graham Jordan W | Sell | 1.5K | $74.77 |
| 2025-01-31 | Roberts Debbie Sharell | Other | 341 | $73.35 |
| 2025-01-31 | MEDINI PAUL BENNETT | Other | 358 | $73.35 |
| 2025-01-31 | Fleming Susan S. | Other | 98 | $73.35 |
| 2025-01-29 | Duclos David B. | Buy | 2.0K | $72.50 |
| 2025-01-24 | Angelina Michael E | Buy | 2.2K | $72.62 |
| 2025-01-24 | FICK JEFFREY D | Buy | 2.0K | $72.13 |
| 2025-01-24 | Kliethermes Craig W | Buy | 5.0K | $71.35 |
| 2025-01-24 | Klobnak Jennifer L | Buy | 2.0K | $72.10 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (1)
Suppliers (0)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-25 | Exec/director change | filing ↗ |
| 2026-05-20 | Shareholder vote | filing ↗ |
| 2026-05-14 | OtherExhibits | filing ↗ |
| 2026-04-28 | Reg FDExhibits | filing ↗ |
| 2026-04-22 | ResultsExhibits | filing ↗ |
| 2026-03-03 | Material agreementDebt obligationOtherExhibits | filing ↗ |
| 2026-02-18 | OtherExhibits | filing ↗ |
| 2026-01-23 | Reg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-25 | 2026-06-22 | 0001104659-26-077770 ↗ |
| 8-K | 2026-05-20 | 2026-05-14 | 0001104659-26-064543 ↗ |
| 8-K | 2026-05-14 | 2026-05-14 | 0001104659-26-060848 ↗ |
| 8-K | 2026-04-28 | 2026-04-23 | 0001104659-26-050354 ↗ |
| 10-Q | 2026-04-24 | 2026-03-31 | 0001104659-26-048474 ↗ |
| 8-K | 2026-04-22 | 2026-04-22 | 0001104659-26-046821 ↗ |
| 8-K | 2026-03-03 | 2026-02-26 | 0001104659-26-022871 ↗ |
| 10-K | 2026-02-20 | 2025-12-31 | 0001104659-26-018013 ↗ |
| 8-K | 2026-02-18 | 2026-02-18 | 0001104659-26-017064 ↗ |
| 8-K | 2026-01-23 | 2026-01-22 | 0000084246-26-000002 ↗ |
| 8-K | 2026-01-21 | 2026-01-21 | 0001104659-26-005370 ↗ |
| 8-K | 2025-11-13 | 2025-11-12 | 0000084246-25-000023 ↗ |