RLI Corp.'s SEC filings document a specialty property and casualty insurance holding company with common stock listed on the New York Stock Exchange. Current reports furnish quarterly and annual earnings releases, analyst-call transcripts under Regulation FD, dividend declarations and material events for the company and its insurance operations.
RLI's filings also cover governance and executive compensation through proxy statements, capital-structure matters such as its senior notes due 2036, and registered security details for its common stock. These disclosures frame the company's Casualty, Property and Surety operations, investment income, underwriting performance, board matters and shareholder voting items.
RLI Corp. common stock is the subject of BlackRock, Inc.’s amended ownership report. As of September 30, 2026, BlackRock reported beneficial ownership of 8,187,471 shares, or 8.9% of the class. It reported sole voting power over 7,957,868 shares and sole dispositive power over 8,187,471 shares; shared voting and dispositive power were both 0.
RLI Corp. reported third-quarter 2026 results, with operating earnings of $0.86 per share, versus $0.82 a year earlier, and GAAP net earnings of $0.88 per share, versus $1.35. Underwriting income was $58.8 million and the combined ratio was 86.2, compared with 85.1 a year earlier. Gross premiums written grew 2%, while net investment income rose 13% to $46.7 million.
Favorable development on prior-year loss reserves totaled $22.9 million, versus $15.5 million in Q3 2025; current-year catastrophe losses were approximately $4 million. Operating cash flow was $195 million, up 9%. RLI paid a $0.18-per-share quarterly dividend and repurchased just under 104,000 shares at an average $60.51 per share; approximately $232 million remained under its repurchase authorization at September 30, 2026. The quarter also produced a $36.8 million comprehensive loss, versus $152 million in comprehensive earnings a year earlier, as lower bond prices affected comprehensive earnings.
RLI Corp. reported third-quarter 2026 consolidated revenue of $477.0 million, compared with $509.3 million a year earlier, and net earnings of $81.0 million versus $124.6 million. Net premiums earned rose to $424.9 million from $407.7 million, and net investment income increased to $46.7 million from $41.3 million. Net unrealized results on equity securities shifted from a $42.0 million gain to a $3.3 million loss.
For the first nine months of 2026, net premiums earned were $1,253.4 million, up 4% from $1,207.9 million, while net investment income increased 15% to $135.1 million. Underwriting income was $176.5 million versus $193.3 million, and the combined ratio was 85.9 versus 84.0. Catastrophe losses were $30 million versus $26 million; favorable development on prior years’ loss reserves contributed $98 million in pretax earnings versus $74 million. Comprehensive earnings totaled $158.4 million compared with $388.6 million, including a $145.5 million other comprehensive loss, primarily attributable to higher interest rates reducing fixed-income portfolio fair values.
RLI Corp. reported third-quarter 2026 net earnings of $81.0 million ($0.88 per share), compared with $124.6 million ($1.35 per share) a year earlier. Operating earnings were $79.3 million ($0.86 per share), versus $75.8 million ($0.82 per share). Consolidated revenue was $477.0 million, down 6.3% from $509.3 million; net premiums earned rose 4.2% to $424.9 million and net investment income increased 13.1% to $46.7 million.
Underwriting income was $58.8 million, compared with $60.5 million, and the combined ratio was 86.2 versus 85.1. Results included $20.1 million of favorable development in prior-year loss reserves, versus $13.7 million. Comprehensive results were a $36.8 million loss, compared with $152.3 million of earnings; the 2026 loss included after-tax unrealized fixed-income portfolio losses attributed to rising interest rates.
RLI paid a regular $0.18-per-share dividend on September 15, 2026, unchanged from the prior quarter, and repurchased 103,573 shares at an average price of $60.51 per share for $6.3 million. Operating cash flow was $194.7 million, up 8.6% from $179.2 million.
RLI CORP (RLI) filed an initial Form 3 for Chief Administrative Officer Kathleen Marie Kappes, reporting equity-based holdings in RLI common stock. The filing lists multiple stock option awards on common stock at various exercise prices and expirations, restricted stock units that each convert into one share upon vesting, and indirect ownership through the RLI Corp. Employee Stock Ownership Plan.
RLI CORP (RLI) filed an ownership report noting that Seth Anthony Davis, who served as Vice President and Controller, retired effective September 8, 2026.
Following this retirement, he is no longer subject to Section 16 reporting requirements for transactions in RLI CORP equity securities and will not file future Forms 4 or 5.
RLI Corp director James Henderson Bradshaw reported an acquisition related to equity compensation. On 2026-08-13, he received 2,153 Restricted Stock Units, each representing one share of common stock, at a stated price of $0.00 per unit, bringing his directly held RSU-related position to 2,153 units. According to the terms, these restricted stock units are scheduled to vest 100% on the earlier of the RLI Corp. 2027 Annual Shareholders' Meeting or one year after the grant date.
RLI Corp. reported that its Board of Directors declared a third quarter regular cash dividend of $0.18 per share on its common stock, described as unchanged from the prior quarter. The dividend is payable on September 15, 2026 to shareholders of record as of August 31, 2026.
The company stated that this supports an indicated annual dividend of $0.72 per share, which would represent a 1.14% dividend yield based on a referenced closing stock price of $62.93. RLI highlighted that it has increased dividends for 51 consecutive years and delivered underwriting profits for 30 consecutive years, and noted that all of its insurance subsidiaries are rated A++ “Superior” by AM Best.
RLI Corp reported that Chief Legal Officer Jeffrey D. Fick received a grant of 7,500 stock options on August 3, 2026. The options have an exercise price of $61.29 per share, cover 7,500 shares of common stock, vest in 20% annual increments starting one year after the grant date, and expire on August 3, 2034. Following this grant, he holds 7,500 options directly.
RLI Corp reported that Vice President, Controller Seth Anthony Davis received a grant of stock options covering 1,500 shares of Common Stock on 2026-08-03. The options have an exercise price of $61.29 per share, expire on 2034-08-03, and may be exercised in 20% annual increments starting 2027-08-03.