Welcome to our dedicated page for RLI SEC filings (Ticker: RLI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 director Robert P. Restrepo Jr. reported routine equity compensation activity. On May 14, 2026, he received a grant of 2,506 restricted stock units (RSUs), scheduled to vest 100% on the earlier of the 2027 Annual Shareholders' Meeting or one year after grant.
On May 13, 2026, 1,681 RSUs vested and converted into 1,681 shares of common stock, and an additional 68 common shares were acquired from the vesting of accrued special and regular dividend equivalents on RSUs. Following these transactions, he directly holds 26,501 shares of common stock and 2,506 RSUs, with no sales reported.
RLI CORP director Angelina Michael E reported compensation-related equity activity. She received a grant of 2,506 restricted stock units (RSUs), each representing a future right to common shares. She also exercised 1,681 RSUs into common stock and acquired 68 shares through dividend-related mechanisms, bringing her direct common stock holdings to 25,585 shares.
RLI Corp. is returning significant capital to shareholders through higher dividends and a new buyback. The Board declared a special cash dividend of $2.00 per common share, expected to total about $184 million, alongside a regular quarterly dividend of $0.18 per share, a 12.5% increase over the prior quarter. Both dividends are payable on June 12, 2026 to shareholders of record as of May 29, 2026.
The Board also authorized a new share repurchase program of up to $250 million of outstanding common stock, with no expiration date. Repurchases may occur over time in the open market or through privately negotiated transactions and are expected to be funded from available cash and operating cash flow. Management links these actions to the company’s strong business performance, long dividend growth record and confidence in its long-term strategy.
RLI Corp vice president and controller Seth Anthony Davis reported routine equity compensation activity involving restricted stock units. On May 4, 2026, 300 restricted stock units vested into the same number of common shares, and 146 shares were delivered back to the company to satisfy tax obligations at $50.73 per share. An additional 29 common shares were acquired through vested accrued special and regular dividend equivalents tied to the restricted stock units. Following these transactions, Davis directly holds about 31,091 shares of RLI common stock. No open-market purchases or sales were reported in this filing.
RLI Corp director Paul Bennett Medini reported an administrative stock allocation tied to a deferred compensation plan. A total of 507.05 shares of common stock, referenced at $51.77 per share, were allocated to a Directors' Trust under the RLI Corp. Non-Employee Directors Deferred Compensation Plan. Following this restructuring-type transaction, indirect holdings in the trust stand at 7,347.229 shares of RLI common stock. The filing characterizes the move as an “other” transaction rather than an open-market buy or sell.
RLI CORP director-related entity reports restructuring transaction
A Directors' Trust associated with RLI CORP director Debbie Sharell Roberts reported an "other" Form 4 transaction in RLI common stock. The restructuring-type move covered 482.905 shares at $51.77 per share, leaving the trust holding 27,088.066 shares indirectly after the transaction.
RLI CORP vice president and controller Seth Anthony Davis exercised 3,000 stock options for Common Stock and had shares withheld to cover taxes. He exercised options at $28.07 per share and 2,236 shares of Common Stock were disposed of at $51.77 per share for tax-withholding. Following these transactions, he holds 32,998.2874 shares of Common Stock directly, and the exercised option grant has been fully used.
Vanguard Capital Management reports beneficial ownership of 4,804,363 shares of RLI Corp common stock, representing 5.22% of the class as of 03/31/2026. The filing shows Vanguard has sole voting power over 693,420 shares and sole dispositive power over 4,804,363 shares.
RLI Corp reported a 13G filing showing Vanguard Portfolio Management beneficially owns 4,805,700 shares of Common Stock. The filing states this stake equals 5.22% of the class and that Vanguard Portfolio Management has sole dispositive power over the 4,805,700 shares and sole voting power over 10,504 shares. The filing is signed by Ashley Grim on 04/29/2026.
RLI Corp. furnished the transcript of its first quarter 2026 earnings call, highlighting solid underwriting results and modest growth. The company reported an 86 combined ratio, 3% gross premium growth, and a 15% increase in net investment income.
Operating earnings were $0.83 per share, compared with $0.89 a year earlier, while GAAP net earnings were $0.60 per share versus $0.68. Underwriting income totaled $58 million, supported by $35.5 million of favorable prior-year reserve development and offset by $16 million of catastrophe losses.
Casualty premiums grew 10% with strength in personal umbrella and transportation, while Property premiums fell 9% but delivered a 62 combined ratio helped by $20.6 million of favorable reserve development. Surety premiums dipped 1% amid a competitive market and one large contract surety loss.
Operating cash flow was $43 million, influenced by tax credit purchases, bonuses, and higher paid losses, with an effective tax rate of 18.5%. RLI raised $300 million of 10-year debt at a 5 3/8% coupon, upsized its revolving credit facility to $150 million, increased book value per share by 2% from year-end 2025, and received an A++ financial strength rating upgrade from AM Best. Management emphasized underwriting discipline, selective growth, and careful use of technology such as AI.