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 reported that chief operating officer Jennifer L. Klobnak received a grant of 12,500 stock options on August 3, 2026. The options have an exercise price of $61.29 per share, vest in 20% annual increments starting one year after grant, and expire on August 3, 2034.
RLI Corp reported that Chief Executive Officer Craig W. Kliethermes received a grant of stock options covering 22,500 shares of common stock at an exercise price of $61.29 per share. The options vest 20% after one year and 20% each year thereafter and expire on August 3, 2034.
RLI Corp director Debbie Sharell Roberts indirectly acquired 408.2300 shares of common stock on 2026-07-31 at $61.2400 per share. The shares are held through a Directors' Trust, bringing her indirect holdings to 30401.9770 shares, adjusted for a 2-for-1 stock split and reflecting dividend reinvestment.
RLI Corp director Paul Bennett reported an other acquisition of 470.8030 shares of common stock on 2026-07-31 at $61.2400 per share. The shares are held indirectly through a Directors' Trust, bringing that trust's holdings to 9,931.9000 shares. All share amounts are adjusted for a 2-for-1 stock split effective 01/15/25.
RLI Corp reported second-quarter 2026 results on an analyst call attached to this report. Operating earnings were $0.83 per share versus $0.82 a year ago, while GAAP net earnings rose to $1.82 per share from $1.34, helped by $103 million of unrealized equity gains and $9 million of realized gains. Underwriting income was $59.9 million and the overall combined ratio was 85.6, with a 45.5 loss ratio and 40.1 expense ratio. Results included $39.8 million of favorable prior-year reserve development and $10 million of 2026 catastrophe losses.
Gross premiums grew 3%, led by 11% growth in Casualty, partly offset by 6% declines in Property and Surety. Casualty posted a 99.3 combined ratio; Property 56.8 on lighter catastrophe activity and $23 million of favorable development; and Surety 87.2 with $3.4 million of favorable development. Net investment income increased 17% to $46 million on a 4.9% average new-money yield, and total investments and cash were about $4.9 billion.
Capital management remained active. The company paid an $0.18 regular dividend and a $2.00 special dividend, returning approximately $184 million to shareholders, and repurchased about 235,000 shares at $51.25 under a new $250 million authorization, with $238 million remaining. Comprehensive earnings were $166 million, and book value per share increased 11% from year-end 2025. The company also reported a 25% return on equity.
RLI Corp. generated higher earnings in the first half of 2026, with consolidated revenue of $999,439 (in thousands) and net earnings of $222,913 (in thousands), up from $187,550. Diluted EPS reached $2.42. For the second quarter, net earnings were $168,028 (in thousands), or $1.82 per diluted share. Net premiums earned rose 4 percent year over year and net investment income increased 16 percent, aided by $63,628 (in thousands) of unrealized gains on equity securities.
Net underwriting income for the first six months was $117,696 (in thousands) on an 85.8 combined ratio, compared with $132,776 and 83.4 in 2025, as a greater casualty mix and workforce investments raised the expense ratio. Results included $26 million of catastrophe losses in both periods and $75 million of favorable prior-year reserve development. Total assets were $6,413,005 (in thousands) and shareholders’ equity $1,752,115 (in thousands) at June 30, 2026. RLI also issued $300 million of 5.375 percent senior notes due 2036 and repaid short-term borrowings, ending with $297 million of long-term debt.
RLI Corp director Bradshaw James Henderson reported initial beneficial ownership of 4,290 shares of Common Stock. These shares are held on a direct basis, with no derivative securities reported. The position is reflected as of July 15, 2026.
RLI Corp. reported strong second quarter 2026 results, with net earnings of $168.0 million ($1.82 per share) compared to $124.3 million ($1.34) a year earlier. Operating earnings were $76.9 million ($0.83 per share), roughly in line with $76.2 million ($0.82) in 2025. Consolidated revenue grew 15.2%, as net premiums earned increased 3.8% and net investment income rose 17% to $46.0 million. The company generated $59.9 million of underwriting income on an 85.6 combined ratio, helped by $35.1 million of favorable development on prior years’ loss reserves, partly offset by catastrophe losses.
Management highlighted 3% gross premium growth driven by the casualty segment and strong margins in property and surety, contributing to an 11% increase in book value per share since year-end 2025, including dividends. Capital returns were significant: a $2.00 special dividend, a $0.18 regular quarterly dividend, and repurchases of 234,973 shares at $51.25 for $12.0 million, leaving $238.0 million under the authorization. Trailing four-quarter return on equity was 24.5% based on net earnings and 25.1% on comprehensive earnings, while year-to-date operating earnings and operating cash flow declined versus 2025.
RLI Corp. appointed James H. Bradshaw to its Board of Directors, effective July 15, 2026. The Board determined he qualifies as an independent director under New York Stock Exchange rules and named him to the Audit and Finance & Risk Committees. His current term runs until the next shareholders’ meeting in May 2027, when he will stand for election.
Bradshaw is Chairman of Gallagher Re North America and previously served for more than a decade as its Chief Executive Officer and that of its predecessor, following leadership and underwriting roles at Guy Carpenter and Chubb. As a non-employee director he will receive compensation under RLI’s standard non-employee director program. RLI states there are no appointment arrangements with other persons and no related-party transactions requiring disclosure under Item 404(a) of Regulation S-K. The company is a specialty insurer serving niche property, casualty and surety markets through subsidiaries rated A++ Superior by AM Best.
RLI CORP director Angelina Michael E updated reported holdings of common stock as of June 30, 2026, without any coded buy or sell transactions. Indirect holdings through a Directors' Trust total 15,282.863 shares, and direct holdings total 25,585 shares. Footnotes state these amounts were adjusted for a 2-for-1 stock split on January 15, 2025 and reflect dividend reinvestment.