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RLI Corp (RLI) stock

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NYSE: RLI NYSE Property & Casualty Insurance Next results ~January 20, 2027

C+ Fundamentals grade

RLI Corp is a US-listed company in the property & casualty insurance industry. Its financial year ends in December.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders4 buying, 0 selling9 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
  • Funds222 adding, 200 cuttingOf 46 active managers that changed their stake, 23 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter RLI files

10-Q filed October 21: RLI

Revenue for the twelve months to September 2026 reached $1.94bn, a gain of 4.6% on the year before. That pace marks a clear slowdown from the 8.7% recorded a quarter earlier. On the back of this, the fundamentals grade slips from C+ to D. The shares currently trade at $67.01, leaving them below that estimate.

Our model value for RLI is under review, so past values are not shown until it is resolved.

Source: 10-Q filed October 21, 2026 on SEC EDGAR · Financials · Valuation

Earlier notes (1)

Where RLI stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $1.97bn, up 8.7% on a year earlier, slower than 9.5% a quarter earlier.

10-Q on SEC EDGAR

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~January 20, 2027 (estimated)

RLI Corp's trailing-twelve-month revenue grew 4.6% year on year, with a free-cash-flow margin of 27.4%. Where it stands out: net margin of 20.3% ranks 6 of 48 property & casualty insurance companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow fell 8.6% while net income grew 11.9%: a 20pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Strong cash generation. 27.4% of revenue turned into free cash flow.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Growth easing. The growth rate is 4.0 points lower than a quarter earlier.
  • Heavily shorted. 11.1% of the shares available to trade are sold short (10.6 days of average volume to cover).
  • Earnings expected to fall. The consensus expects earnings per share to fall 14% next year.

Latest results: FY2026 Q3

Filed October 21, 2026
Earnings per share
$0.86 against an average estimate of $0.53: beat by 61.1%
Revenue
$477m, down 6.3% on a year earlier
Share reaction
+2.7% in the first session after the results on October 19, 2026, against +0.8% for the S&P 500
Next report
October 19, 2026; average EPS estimate $0.69

RLI's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+3.1%
  • 1 week+3.6%
  • 1 month+20.2%
  • This year+10.3%
  • 1 year+23.9%
  • 5 years+49.9%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.9B
Net margin
20.3%
EPS (TTM, diluted)
$4.29

Growth

Revenue growth
+4.6%
Change in growth rate
−4.0 pts
Share count change
−0.3%

Earnings

Last results
October 19, 2026
Next results (est.)
January 20, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Our research
  2. Announcement
  3. Results
  4. Announcement
  5. Announcement
  6. Dividend
  7. Announcement
  8. Announcement
  9. Results
  10. Leadership
  11. Announcement
  12. Leadership

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

RLI Corp valuation models and calculator

No model value for RLI Corp at the moment. Current status: valuation models disagree too widely to rate. Available reported financials are shown below.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valuation models disagree too widely to rate: held for review.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value RLI Corp as an insurer, with every model that fits that kind of business. Cost of equity 7.4%: the 10-year Treasury yield (4.9%) plus a beta of 0.54 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$82 ~$62–$110 Primary model, counts double
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$100 ~$82–$130 Included
Price-to-book vs return on equity (peers) The price-to-book that peers with this return on equity trade on, from a line fitted across peers. ~$50 ~$38–$63 Included
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$24 ~$20–$40 Included
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$28 ~$24–$35 Included
Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. ~$120 ~$98–$160 Included
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare RLI Corp with property, casualty and specialty insurers in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

77 /100

Strong moat

How hard RLI's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 20 / 20

    Net income has been a median 5.7% of total assets over 10 years.

  • Durability 13 / 20

    Net margin has been a median 19.5%; its worst year was 10.0%.

  • Discipline 16 / 20

    The diluted share count rose 2.2% over five years; stock-based pay has been a median 0.5% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (82 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $3.22 −7% $1.9bn +2%
Next $2.77 −14% $1.9bn +1%

Next year's EPS estimate has moved +2.3% in 90 days, across 8 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +15.6% on 90 days ago. In the last 30 days, 7 analysts raised RLI Corp's forecast and 0 cut it.

Consensus EPS forecast RLI Corp, last 90 days
$2.60 $2.80 $3.00 $3.20 $3.40 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $2.78 Current fiscal year, 60 days ago: $2.84 Current fiscal year, 30 days ago: $2.84 Current fiscal year, 7 days ago: $2.88 Current fiscal year, Now: $3.22 $3.22 Next fiscal year, 90 days ago: $2.70 Next fiscal year, 60 days ago: $2.70 Next fiscal year, 30 days ago: $2.70 Next fiscal year, 7 days ago: $2.69 Next fiscal year, Now: $2.77 $2.77

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $2.78$2.70
60 days ago $2.84$2.70
30 days ago $2.84$2.70
7 days ago $2.88$2.69
Now $3.22$2.77

Earnings against estimates

Quarter toEstimateActualSurprise
Sept 2026 $0.53 $0.86 +61.1%
Jun 2026 $0.72 $0.83 +15.3%
Mar 2026 $0.78 $0.83 +6.1%
Dec 2025 $0.81 $0.94 +15.9%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, October 19, 2026

No numeric guidance in RLI Corp's latest earnings release (filed October 19, 2026). Some companies give their outlook only on the earnings call.

Analyst recommendations

8 analysts, Oct 2026
Buy113%
Hold563%
Sell225%

Monthly trend

  1. Oct 20261528
  2. Sep 20261528
  3. Aug 20261618

Counts of recommendations published by analysts covering RLI Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
11.1%
of tradable shares
Days to cover
10.57
at average volume
Short interest, 1 month
+7%
to October 15, 2026
Held by institutions
98%
of shares
Held by insiders
1.6%
of shares
Employees
1,193
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +23.9%

$54.26 on October 31, 2025 to $67.24

ThenNowEffect
Revenue (last 12 months) $1.8bn $2.0bn +8.7%
Net margin 17.8% 22.2% +24.8%
P/E multiple 15.5x 14.1x −9.0%
Share count 93m 92m +0.4%

Biggest factor: net margin.

Last 3 years +14.0%

$58.96 on November 3, 2023 to $67.24

ThenNowEffect
Revenue (last 12 months) $2.0bn $2.0bn +0.4%
Net margin 36.3% 22.2% −38.8%
P/E multiple 7.6x 14.1x +86.9%
Share count 92m 92m −0.7%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
RLI+11%+25%+4%+28%−19%+10%
Industry peers (median)+15%−3%+9%+31%+9%+10%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
RLI50%58%50%75%50%64%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
RLI−14%−16%−16%−9%−29%−25%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 3, 2015: 44% from November 26, 2024 to May 13, 2026. Getting back needed a 77% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$45.62 – $67.24
From 52-week high
0.0%
vs 50-day average
+10.8%
vs 200-day average
+17.2%
Volatility (1 year)
27%
Beta vs S&P 500
-0.51

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±3.6%
After a week
5 up, 7 down
typical move ±5.8%
After a month
7 up, 4 down
typical move ±5.4%
Results releasedNext dayS&P 500 next day5 days21 days
October 19, 2026 +2.7% +0.8% +6.3% —
July 22, 2026 +1.6% −1.3% +9.1% +8.1%
April 22, 2026 −5.9% +0.6% −12.4% −9.2%
January 21, 2026 −4.0% +1.7% −4.4% +2.1%
October 20, 2025 +2.8% +1.0% +2.4% +7.1%
July 21, 2025 −0.8% +0.2% −5.1% −3.4%
April 23, 2025 −3.8% +3.7% −5.4% −5.3%
January 22, 2025 −8.0% +1.1% −7.3% −4.4%
October 21, 2024 −2.4% −0.2% −4.0% +7.2%
July 22, 2024 +3.1% +0.9% +5.6% +6.9%
April 22, 2024 +4.0% +2.1% +1.3% +5.0%
January 24, 2024 −4.6% +0.7% −6.6% +0.4%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) RLI Corp
$1.4B $1.6B $1.8B $2B FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $1.5B Revenue (TTM), FY24 Q1: $1.6B Revenue (TTM), FY24 Q2: $1.6B Revenue (TTM), FY24 Q3: $1.8B Revenue (TTM), FY24 Q4: $1.8B Revenue (TTM), FY25 Q1: $1.7B Revenue (TTM), FY25 Q2: $1.8B Revenue (TTM), FY25 Q3: $1.9B Revenue (TTM), FY25 Q4: $1.9B Revenue (TTM), FY26 Q1: $1.9B Revenue (TTM), FY26 Q2: $2B Revenue (TTM), FY26 Q3: $1.9B $1.9B

Source: SEC EDGAR filings. Retrieved October 23, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $1.5B
FY24 Q1 $1.6B
FY24 Q2 $1.6B
FY24 Q3 $1.8B
FY24 Q4 $1.8B
FY25 Q1 $1.7B
FY25 Q2 $1.8B
FY25 Q3 $1.9B
FY25 Q4 $1.9B
FY26 Q1 $1.9B
FY26 Q2 $2B
FY26 Q3 $1.9B
Revenue growth, TTM YoY RLI Corp
-20% -10% 0% 10% 20% 30% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: -11.0% Revenue growth, TTM YoY, FY24 Q1: -11.5% Revenue growth, TTM YoY, FY24 Q2: -17.3% Revenue growth, TTM YoY, FY24 Q3: 22.6% Revenue growth, TTM YoY, FY24 Q4: 17.1% Revenue growth, TTM YoY, FY25 Q1: 8.9% Revenue growth, TTM YoY, FY25 Q2: 11.7% Revenue growth, TTM YoY, FY25 Q3: 5.2% Revenue growth, TTM YoY, FY25 Q4: 6.3% Revenue growth, TTM YoY, FY26 Q1: 9.5% Revenue growth, TTM YoY, FY26 Q2: 8.7% Revenue growth, TTM YoY, FY26 Q3: 4.6% 4.6%

Source: SEC EDGAR filings. Retrieved October 23, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 -11.0%
FY24 Q1 -11.5%
FY24 Q2 -17.3%
FY24 Q3 22.6%
FY24 Q4 17.1%
FY25 Q1 8.9%
FY25 Q2 11.7%
FY25 Q3 5.2%
FY25 Q4 6.3%
FY26 Q1 9.5%
FY26 Q2 8.7%
FY26 Q3 4.6%
FCF margin (TTM) RLI Corp
25% 30% 35% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 30.3% FCF margin (TTM), FY24 Q1: 28.9% FCF margin (TTM), FY24 Q2: 26.2% FCF margin (TTM), FY24 Q3: 31.1% FCF margin (TTM), FY24 Q4: 31.4% FCF margin (TTM), FY25 Q1: 33.9% FCF margin (TTM), FY25 Q2: 34.3% FCF margin (TTM), FY25 Q3: 31.3% FCF margin (TTM), FY25 Q4: 32.3% FCF margin (TTM), FY26 Q1: 28.9% FCF margin (TTM), FY26 Q2: 26.2% FCF margin (TTM), FY26 Q3: 27.4% 27.4%

Source: SEC EDGAR filings. Retrieved October 23, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 30.3%
FY24 Q1 28.9%
FY24 Q2 26.2%
FY24 Q3 31.1%
FY24 Q4 31.4%
FY25 Q1 33.9%
FY25 Q2 34.3%
FY25 Q3 31.3%
FY25 Q4 32.3%
FY26 Q1 28.9%
FY26 Q2 26.2%
FY26 Q3 27.4%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Sept 2026
Income
Revenue 547 583 619 661 706 775 795 816 797 818 1,004 984 1,179 1,698 1,512 1,770 1,882 1,942
Net income 94 128 127 103 126 135 138 115 105 64 192 157 279 583 305 346 403 395
Diluted EPS $1.08 $1.51 $1.48 $1.20 $1.45 $1.54 $1.56 $1.29 $1.18 $0.71 $2.12 $1.73 $3.06 $6.37 $3.31 $3.74 $4.37 $4.29
Growth (year on year)
Revenue −2.6% +6.7% +6.1% +6.7% +6.8% +9.9% +2.5% +2.7% −2.3% +2.6% +22.7% −2.0% +19.9% +44.0% −11.0% +17.1% +6.3% +4.6%
Net income +19.3% +36.6% −1.2% −18.4% +22.2% +7.3% +1.5% −16.4% −8.6% −38.9% +198.6% −18.0% +77.8% +108.8% −47.8% +13.5% +16.6% +11.9%
Diluted EPS +20.0% +39.8% −2.3% −19.0% +21.3% +6.6% +1.0% −17.0% −8.9% −39.4% +195.8% −18.2% +76.6% +108.5% −48.0% +13.0% +16.8% +12.3%
Margins
Net margin 17.2% 22.0% 20.4% 15.6% 17.9% 17.5% 17.3% 14.1% 13.2% 7.8% 19.1% 16.0% 23.7% 34.4% 20.1% 19.5% 21.4% 20.3%
Free-cash-flow margin 21.3% 16.7% 18.2% 3.2% 16.6% 15.0% 17.9% 19.4% 23.6% 25.8% 26.9% 26.2% 31.9% 14.4% 30.3% 31.4% 32.3% 27.4%
Cash flow
Cash from operations 128 100 118 36 135 123 153 174 198 217 277 263 385 250 464 560 614 539
Capital spending 12 3 5 15 18 7 10 16 9 6 7 6 8 6 6 5 6 8
Free cash flow 116 97 113 21 117 116 143 158 188 211 270 257 377 245 458 556 609 532
Stock-based pay 3 3 4 4 4 4 4 4 4 5 5 — — — — — — —
Free cash flow after stock pay 113 94 109 17 114 112 138 154 184 207 265 — — — — — — —
Balance sheet
Cash 0 0 81 44 39 31 11 18 24 30 46 62 89 23 36 40 52 46
Total debt 100 100 100 200 150 150 149 149 149 149 149 149 200 400 200 200 200 297
Net debt (negative = net cash) 100 100 19 156 110 119 137 130 125 119 103 87 111 377 164 160 148 251
Diluted shares 87m 85m 86m — 87m 88m 88m 89m 89m 90m 91m 91m 91m 92m 92m 92m 92m 92m
Returned to shareholders
Dividends 23 177 131 133 93 160 120 122 114 83 86 88 135 365 140 236 242 430
Buybacks 19 24 7 — — — — — — — — — — — — — — —
Total returned 42 201 137 133 93 160 120 122 114 83 86 88 135 365 140 236 242 430

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

Dividends (TTM)
$430M
Diluted share count
−0.3%
year over year
Total shareholder yield
7.0%
dividends 7.0% + buybacks 0.0% of market value
Dividend payout ratio
109%
of net income paid out

Competitors: side by side with peers

Closest by revenue in property & casualty insurance
Last 12 months unless stated RLI KNSL SKWD UVE ROOT TRUP Median
Revenue, last 12 months $1.9bn $2.0bn $1.7bn $1.7bn $1.6bn $1.5bn $1.7bn
Revenue growth, last 12 months 4.6% 8.3% 38.3% 5.5% 14.9% 11.8% 8.0%
Revenue growth, 3-year average 10.5% 20.3% 32.5% 7.4% 75.5% 14.7% 9.5%
Revenue growth, latest quarter −6.3% −8.6% 53.0% 9.6% 1.6% 11.1% 4.2%
Operating margin — — — — 5.5% 1.6% 9.4%
Operating margin, 3-year average — — — — 3.3% 0.2% 1.8%
Net margin 20.3% 26.9% 10.8% 13.9% 3.9% 1.5% 10.5%
Cash from operations / revenue 27.8% 51.0% 23.5% 21.9% 12.4% 6.2% 18.2%
Free-cash-flow margin 27.4% 49.8% 23.5% 21.6% 12.4% 5.4% 17.6%
Free-cash-flow margin, 3-year average 29.9% 55.4% 28.7% 17.6% 14.3% 4.0% 16.5%
Stock pay / revenue 0.4% 1.1% 1.0% 3.2% 2.6% 2.5% 0.6%
Change in share count −0.3% −1.8% 4.8% −0.4% −5.7% 2.9% −0.7%

Median of all 48 companies we cover in property & casualty insurance. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

48 property & casualty insurance companies
Measure Company Peer median Rank
Revenue growth Growth 4.6% 8.3% 32 of 48
Change in growth rate Growth -4.0pp -0.7pp 36 of 48
Net margin Profitability 20.3% 10.8% 6 of 48
Change in share count Balance sheet -0.3% -0.7% 30 of 47

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue YoY
Casualty $954M ▲ 11.9%
Property Insurance $512M ▼ 3.6%
Surety Insurance $148M ▲ 4.1%

These categories overlap or exclude eliminations, so shares aren't shown.

From RLI Corp's 10-K filed February 20, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$5.2B
Institutions reporting
422
Shares held vs prior quarter
▲ 6.3%
Positions opened / closed
65 / 65

Top buyers and sellers, Q2 2026: 222 institutions bought and 200 sold ; the biggest buyer was Ariel Investments, LLC (+1.6M shares) and the biggest seller Van Berkom & Associates Inc (−1.3M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
State Street Corp $528M 8.9M 10.2% ▼ 0.5%
Blackrock, Inc. $492M 8.3M 9.5% ▲ 3.2%
Kayne Anderson Rudnick Investment Management LLC $398M 6.7M 7.7% ▼ 3.8%
Vanguard Portfolio Management LLC $281M 4.8M 5.4% ▼ 0.9%
Vanguard Capital Management LLC $244M 4.1M 4.7% ▲ 0.6%
Wasatch Advisors LP $214M 3.6M 4.1% ▲ 40.7%
Geode Capital Management, LLC $154M 2.6M 3.0% ▲ 4.8%
Ariel Investments, LLC $149M 2.5M 2.9% ▲ 188.9%
Markel Group Inc. $141M 2.4M 2.7% 0.0%
Invesco Ltd. $139M 2.4M 2.7% ▲ 31.7%
Dimensional Fund Advisors LP $109M 1.8M 2.1% ▼ 3.8%
Maren Capital LLC $107M 1.8M 2.1% ▲ 1.6%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not RLI Corp's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $1.5M 9 trades by 4 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $1.5M net buying
Insider Date Trade Shares Price Value
Kellogg Clark C Director June 1, 2026 Buy 3,000 $50.90 $152,700
Duclos David B. Director May 28, 2026 Buy 2,500 $51.99 $129,975
Klobnak Jennifer L CHIEF OPERATING OFFICER May 27, 2026 Buy 2,000 $52.72 $105,440
Kliethermes Craig W CHIEF EXECUTIVE OFFICER May 27, 2026 Buy 2,000 $52.00 $104,000
Kliethermes Craig W CHIEF EXECUTIVE OFFICER May 27, 2026 Buy 5,000 $52.00 $260,000
Kliethermes Craig W CHIEF EXECUTIVE OFFICER May 21, 2026 Buy 5,000 $52.00 $260,000
Klobnak Jennifer L CHIEF OPERATING OFFICER May 19, 2026 Buy 2,000 $53.42 $106,840
Klobnak Jennifer L CHIEF OPERATING OFFICER January 23, 2026 Buy 2,000 $57.99 $115,980
Kliethermes Craig W CHIEF EXECUTIVE OFFICER January 23, 2026 Buy 5,000 $57.45 $287,250

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 8 trades and filings

No trades in RLI Corp disclosed in the last 12 months; 8 earlier trades on record.

  • Lisa C. McClain(R-MI 9):Sale (full), $1,001 - $15,000, traded June 17, 2025, filed August 13, 2025
  • Lisa C. McClain(R-MI 9):Purchase, $1,001 - $15,000, traded June 11, 2025, filed August 13, 2025
  • Jefferson Shreve(R-IN 6):Sale (full), $15,001 - $50,000, traded May 12, 2025, filed June 22, 2025

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around January 20, 2027 estimated from the company's past filing pattern, not announced

  • October 19, 2026
  • July 22, 2026
  • April 22, 2026
  • January 21, 2026
  • October 20, 2025
  • July 21, 2025

Recent SEC filings

Data status

When each part of this page on RLI Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

RLI Corp in brief

What does RLI Corp do?
RLI Corp is a US-listed company in the property & casualty insurance industry. Its financial year ends in December.
What is RLI Corp's stock ticker?
RLI Corp trades under the ticker RLI on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is RLI Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, RLI Corp reported revenue of $1.9B, 4.6% higher than a year earlier, according to its SEC filings.
What is RLI Corp's free cash flow?
RLI Corp's free-cash-flow margin is 27.4% of revenue over the trailing twelve months.
Who are RLI Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are State Street Corp, Blackrock, Inc. and Kayne Anderson Rudnick Investment Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is RLI Corp's market cap?
On November 2, 2026, RLI Corp's market capitalisation was about $6.2B, with a price-to-earnings ratio of 15.7 and net debt of $251M. Market figures come from third-party market data and may be delayed.
Does RLI Corp pay a dividend?
Yes: RLI Corp paid $430M in dividends over the trailing twelve months, a dividend yield of 6.97% and a payout ratio of 108.9%.
Who are RLI Corp's competitors?
In our Property & Casualty Insurance peer group, the companies closest to RLI Corp are Kinsale Capital Group, Inc., Skyward Specialty Insurance Group, Inc., Universal Insurance Holdings, Inc., Root, Inc. and Trupanion, Inc. The side-by-side comparison below sets their revenue, margins and growth against RLI Corp's.
Are insiders buying or selling RLI Corp stock?
Over the last 12 months, RLI Corp's directors and officers reported 9 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
When is RLI Corp's next earnings date?
Around January 20, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — RLI Corp announces its own schedule.