Every material Form 8-K Selective Insurance has filed with the SEC since October 21, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Selective Insurance Group reported third-quarter 2026 net income of $2.11 per diluted share, up from $1.85 a year earlier, and non-GAAP operating income of $2.37 per share, up from $1.75. Net premiums written fell 7% to $1,122.8 million, and the company raised its 2026 after-tax net investment income outlook to $490 million from $480 million. The board also raised the quarterly dividend 12% to $0.48 per share and authorized a new $200 million share repurchase program.
Net income per diluted share was $2.11 versus $1.85 a year ago; non-GAAP operating income per share was $2.37 versus $1.75.
GAAP combined ratio improved to 96.8% from 98.6%, with no prior year casualty reserve development in the quarter.
Net premiums written fell 7% to $1,122.8 million, driven by an 8% decrease in Standard Commercial Lines.
Quarterly dividend rose to $0.48 per share, payable December 1, 2026; the new $200 million buyback adds to $53 million remaining under the existing authorization.
Selective Insurance Group expanded its board from 12 to 13 members and appointed Wole C. Coaxum as a non-employee director, effective September 16, 2026. He previously served on the board from 2020 to 2025 and joined the Audit Committee and Compensation and Human Capital Committee. The filing describes a board appointment with no financial results, guidance or deal terms included, so it has no direct effect on reported performance.
Board increased from 12 to 13 members; 12 of 13 directors are independent
Coaxum named to the Audit Committee and Compensation and Human Capital Committee
Term runs until the 2027 Annual Meeting of Stockholders; no fiscal 2026 equity award, cash retainer prorated through December 31, 2026
Coaxum is founder and CEO of On Our Block and previously led digital banking platform MoCaFi until its 2026 wind-down
Selective Insurance Group reported second-quarter 2026 net income of $2.11 per diluted share, up from $1.36 a year earlier, with non-GAAP operating income of $1.95 per share. Net premiums written fell 5% to $1,220.7 million, while the company raised its 2026 after-tax net investment income expectation to $480 million from $465 million, so shareholders see higher profit alongside shrinking premium volume.
Net income per diluted share was $2.11 versus $1.36 in Q2 2025; non-GAAP operating income per share was $1.95 versus $1.31
GAAP combined ratio was 98.0% versus 100.2%, helped by lower catastrophe and property losses and no prior year casualty reserve development
Net premiums written decreased 5%; Standard Commercial Lines premiums fell 6%, and average Commercial Lines renewal pure price increases were 6.5% versus 8.9%
2026 guidance: GAAP combined ratio of 96.5% to 97.5%, after-tax net investment income of $480 million, and an effective tax rate of 21.5%
Selective Insurance said Executive Vice President and Chief Investment Officer Joseph O. Eppers will retire effective June 2, 2026, to pursue other career opportunities, and that his decision did not involve any disagreement with the company. Vaibhav Kalia, currently Senior Vice President, Senior Portfolio Manager and Head of Fixed Income, will serve as Interim Chief Investment Officer starting that date. The filing does not name a permanent successor, and it reports no financial results.
Joseph O. Eppers notified the company on May 11, 2026, of his intent to retire as Executive Vice President and Chief Investment Officer
Retirement is effective June 2, 2026, and the filing says it is not due to any disagreement on strategies, operations, policies or practices
Vaibhav Kalia, who joined the company in 2014, will serve as Interim Chief Investment Officer beginning June 2, 2026
The filing does not name a permanent Chief Investment Officer
Selective Insurance Group reported first-quarter 2026 GAAP net income of $1.58 per diluted share, down from $1.76 a year earlier, with a combined ratio of 98.3% against 96.1%. Total revenues rose 6% to $1,358.9 million, but net premiums written fell 1%, and the company attributed the higher combined ratio mainly to catastrophe losses, which affect shareholder earnings.
GAAP net income available to common stockholders was $95.4 million, down 11% from $107.6 million; non-GAAP operating income per diluted share was $1.69 versus $1.76.
Net premiums written decreased 1% to $1,225.5 million, and the average renewal pure price increase was 7.2%, down from 10.3 points a year earlier.
Net catastrophe losses added 6.2 points to the combined ratio; after-tax net investment income rose 18% to $113 million.
The company repurchased $30 million of common stock and reiterated 2026 expectations, including a GAAP combined ratio of 96.5% to 97.5%.
Selective Insurance Group reported fourth-quarter 2025 net income of $152.9 million, or $2.52 per diluted share, compared with $1.52 a year earlier, and a combined ratio of 93.8% versus 98.5%. It also issued 2026 guidance calling for a GAAP combined ratio of 96.5% to 97.5%, which shareholders can compare with the 2025 full-year combined ratio of 97.2%.
Q4 2025 net income per diluted share $2.52 vs. $1.52; non-GAAP operating income per share $2.57 vs. $1.62
Q4 2025 net premiums written rose 4% to $1,129.5 million; Standard Personal Lines premiums fell 8%
2026 guidance: GAAP combined ratio 96.5% to 97.5%, after-tax net investment income of $465 million
Quarterly dividend of $0.43 per share payable March 2, 2026; $30 million of buybacks in Q4 2025
Selective Insurance Group increased its board from 11 to 12 members and appointed Julie Parsons as a non-employee director effective November 3, 2025. She joins the Risk Committee and Compensation and Human Capital Committee, and her term runs until the 2026 Annual Meeting of Stockholders. The filing shows no financial results, and the appointment is a routine governance change for shareholders.
Board expanded from 11 to 12 members; Julie Parsons appointed effective November 3, 2025
Parsons named to the Risk Committee and Compensation and Human Capital Committee
Parsons is a retired Allstate executive who was EVP and Chief Operating Officer, Property and Liability Insurance
Parsons will not receive a 2025 annual equity award; her 2025 cash retainer will be prorated through December 31, 2025
Selective Insurance Group reported third-quarter 2025 net income of $1.85 per diluted share, up from $1.47 a year earlier, and its combined ratio improved to 98.6% from 99.5%. The Board also approved a new $200 million share repurchase program effective October 27, 2025, replacing a prior $100 million program, and the company raised its quarterly dividend 13% to $0.43 per share.
Q3 net income per diluted share was $1.85 versus $1.47; non-GAAP operating income per share was $1.75 versus $1.40.
Net premiums written rose 4% to $1,207.9 million; the combined ratio was 98.6% versus 99.5%.
Full-year GAAP combined ratio outlook of 97% to 98% was unchanged; after-tax net investment income guidance rose to $420 million from $415 million.
New $200 million buyback has no expiration date; the prior program stops after October 24, 2025.
Wole Coaxum resigned from the Selective Insurance Group board effective July 30, 2025, citing other professional responsibilities rather than any disagreement with the company. The board size is now fixed at 11 directors, 10 of whom are independent.
Resignation effective immediately on July 30, 2025; Coaxum cites focus on Mobility Capital Finance Inc.
Board size fixed at 11 directors, 10 of them independent.
Chairman, President and CEO John J. Marchioni thanked Coaxum for his contributions; the filing reports no disagreement with the company.
Selective Insurance Group reported second-quarter 2025 net income available to common stockholders of $83.6 million, or $1.36 per diluted share, compared with a loss of $65.6 million, or $1.08 per share, a year earlier. The GAAP combined ratio improved to 100.2% from 116.1%, but the company raised its 2025 combined ratio guidance to 97% to 98% from 96% to 97%, a higher ratio that means weaker underwriting profitability, while raising its after-tax net investment income guidance to $415 million from $405 million.
Net premiums written rose 5% to $1,288.6 million in the second quarter.
The combined ratio was 100.2%, including $45 million, or 3.8 points, of unfavorable prior year casualty reserve development.
Book value per common share was $52.09, up 3% from the prior quarter, and the company repurchased no shares in the second quarter.
The Board declared a quarterly common dividend of $0.38 per share, payable September 2, 2025, to holders of record on August 15, 2025.
Selective Insurance Group entered a new $100 million revolving credit agreement dated June 30, 2025, with Wells Fargo as administrative agent, maturing June 30, 2028. The new facility replaced a prior $50 million facility that was scheduled to mature in November 2025 and terminated without penalty. The filing describes a larger, longer-dated borrowing line with customary covenants and events of default, which gives shareholders no direct earnings figures.
New $100 million revolving credit facility, expandable to $200 million with lender consent
Agreement matures June 30, 2028; interest tied to base rate or term SOFR plus a margin based on debt rating
Prior $50 million facility, dated November 7, 2022, terminated automatically with no penalties
Covenants include minimum consolidated net worth and a maximum debt-to-capitalization ratio
Selective Insurance Group said Brenda M. Hall, Executive Vice President and Chief Operating Officer of Standard Lines, will retire effective January 5, 2026, and that her retirement is not the result of any disagreement with the company. The company will search for a successor, and the filing reports no financial results or guidance changes.
Brenda M. Hall, EVP and COO, Standard Lines, notified the company of her retirement on May 9, 2025
Retirement effective January 5, 2026; the company will undertake a process to identify a successor
Hall joined Selective in 2001 and has held her current position since 2021
Filing states the retirement is not the result of any disagreement with the company
Selective Insurance Group reported first-quarter 2025 net income of $107.6 million available to common stockholders, or $1.76 per diluted share, up from $1.31 a year earlier, with the GAAP combined ratio improving to 96.1% from 98.2%. The company kept its full-year 2025 combined ratio guidance at 96% to 97%, which matters to shareholders because it signals the insurer expects the first-quarter improvement to be sustained for the year.
Net income available to common stockholders was $107.6 million, or $1.76 per diluted share, versus $80.2 million, or $1.31, in Q1 2024
Net premiums written rose 7% to $1.24 billion; Commercial Lines renewal pure price increases averaged 9.1%
Full-year 2025 GAAP combined ratio guidance of 96% to 97% was unchanged; after-tax net investment income guidance is $405 million
The company repurchased 233,611 shares for $19.4 million in Q1 and declared a quarterly common dividend of $0.38 payable June 2, 2025
Selective Insurance Group issued $400 million of 5.900% senior notes due April 15, 2035, under an underwriting agreement with Goldman Sachs, BofA Securities and Wells Fargo Securities as representatives. The filing describes new debt the company must repay with interest, which adds to its financial obligations, but it does not report earnings or other operating results.
Principal amount: $400 million of 5.900% Senior Notes due April 15, 2035
Interest payable semi-annually on April 15 and October 15, starting October 15, 2025
Company may redeem before January 15, 2035 at a make-whole price; at par plus accrued interest on or after that date
Selective Insurance Group reported fourth-quarter 2024 results on January 29, 2025. Net premiums written rose 10%, but net income available to common stockholders fell 24% and the GAAP combined ratio rose to 98.5% from 93.7%, driven by $100 million of unfavorable prior-year casualty reserve development. The company also gave 2025 expectations, including a combined ratio of 96% to 97%, which shareholders can compare with 2024 results.
Q4 2024 net income per diluted share was $1.52, down from $2.01 a year earlier; non-GAAP operating income per share was $1.62, down from $1.94.
Net premiums written rose 10% to $1.09 billion, and total revenues rose 13% to $1.26 billion.
Full-year 2024 net income per diluted share was $3.23, down from $5.84; the full-year combined ratio was 103.0%.
2025 guidance: GAAP combined ratio of 96% to 97%, after-tax net investment income of $405 million, and 61.5 million weighted average diluted shares.
Selective Insurance Group reported third-quarter 2024 results on October 21, 2024, with GAAP net income of $1.47 per diluted share, up from $1.42 a year earlier, while non-GAAP operating income fell to $1.40 per share from $1.51. The company raised its full-year 2024 expected GAAP combined ratio to 102.5% from 101.5%, citing elevated catastrophe losses, which means lower underwriting profitability for shareholders than previously expected.
Q3 GAAP net income of $1.47 per diluted share vs. $1.42 a year ago; non-GAAP operating income of $1.40 vs. $1.51.
Full-year 2024 GAAP combined ratio expected at 102.5%, up from prior guidance of 101.5%; net catastrophe losses estimate raised to 7.5 points from 5.5.
Q3 net catastrophe losses of $149 million, including an estimated $85 million of pre-tax losses from Hurricane Helene.
Quarterly common dividend raised 9% to $0.38 per share, payable December 2, 2024.
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