Business Description

Selective Insurance Group, Inc. is a holding company for multiple property and casualty insurance companies operating primarily in the United States. Founded in 1926 and headquartered in Branchville, New Jersey, the company provides standard commercial, standard personal, and excess and surplus (E&S) lines of insurance. Selective is distinctive for its exclusive distribution model through independent agents and its participation in the National Flood Insurance Program's Write Your Own program.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Net Premiums Earned4,768,1964,376,4473,827,6063,373,380
Investment Income531,150457,051388,650288,155
Net Gains on Investments8,330(2,949)(3,552)(114,808)
Total Other Revenues29,25231,11519,40211,335
Total Revenues5,336,9284,861,6644,232,1063,558,062
Insurance Benefits & Claims3,157,7263,164,4842,484,2852,111,778
Policy Amortization Costs1,002,376922,431796,182705,822
Other Operating Expenses537,907487,837464,428431,429
Operating Profit638,919286,912487,211309,033
Interest Expense(49,322)(28,878)(28,799)(28,847)
Total Non-Operating Income(49,322)(28,878)(28,799)(28,847)
Income Before Provision for Income Taxes589,597258,034458,412280,186
Provision for Income Taxes123,18651,02293,17455,300
Consolidated Net Income466,411207,012365,238224,886
Net Income Attributable to Common Shareholders457,211197,812356,038215,686
Basic EPS7.543.255.873.57
Diluted EPS7.493.235.843.54
Basic Weighted Average Shares Outstanding60,62160,86960,63160,407
Diluted Weighted Average Shares Outstanding61,05861,27460,96960,875
Shares Outstanding60,07660,84860,63660,339
FY 2025FY 2024FY 2023FY 2022
Debt Securities10,060,6378,620,1917,921,4316,972,799
Equity and Preferred Securities384,416213,601187,155162,000
Other Investments1,159,2241,051,279796,260883,016
Total Investments11,302,4409,651,2978,693,7297,837,469
Cash and Cash Equivalents17,95863,02413,27225,209
Reinsurance Contract Assets2,099,3222,339,2681,516,9701,737,991
Deferred Acquisition Costs492,270479,304424,864368,624
Other Receivables3,159,8053,030,9042,692,4972,230,541
Net Property, Plant & Equipment106,39093,30383,27284,306
Goodwill7,8497,8497,8497,849
Other Assets419,072378,191339,997378,769
Total Assets15,155,71013,514,18911,802,54610,802,261
Unearned Premiums2,745,5212,616,2682,330,6561,992,781
Claims Reserves7,225,3986,589,8015,336,9115,144,821
Accrued Expenses140,786121,662122,003115,185
Total Debt901,873507,938503,946504,676
Other Liabilities533,157558,444554,649517,234
Total Liabilities11,546,73510,394,1138,848,1658,274,697
Preferred Stock200,000200,000200,000200,000
Common Stock212,013211,219210,447209,694
Treasury Stock(743,424)(650,829)(635,209)(627,279)
Additional Paid-in Capital591,272557,042522,748493,488
Accumulated Other Comprehensive Income(151,660)(336,845)(373,001)(498,042)
Retained Earnings3,500,7743,139,4893,029,3962,749,703
Total Common Shareholders' Equity3,608,9753,120,0762,954,3812,527,564
Total Shareholders' Equity3,608,9753,120,0762,954,3812,527,564
Total Liabilities and Shareholders' Equity15,155,71013,514,18911,802,54610,802,261
FY 2025FY 2024FY 2023FY 2022
Net Income466,411207,012365,238224,886
Depreciation & Amortization32,66934,80030,04042,336
Share-Based Compensation Expense23,10422,76318,34618,428
Other Adjustments(4,564)2,2552,515145,218
Changes in Receivables(66,095)(154,727)(227,392)(140,500)
Changes in Deferred Acquisition Costs(12,966)(54,440)(56,240)(41,709)
Changes in Accrued Expenses18,8305886,430(3,092)
Changes in Unearned Premiums98,299253,554306,926200,210
Changes in Claims Reserves781,247848,570318,075381,176
Changes in Income Taxes Payable(16,110)(2,707)9,082(25,932)
Changes in Other Operating Activities(87,804)(57,780)(14,112)1,388
Cash from Operating Activities1,233,0211,099,888758,908802,409
Capital Expenditure(38,742)(30,810)(22,631)(26,019)
Purchases of Investments(16,979,039)(12,496,533)(7,082,646)(7,326,256)
Proceeds from Sale of Investments15,532,21611,579,9626,418,9226,617,828
Cash from Investing Activities(1,485,565)(947,381)(686,355)(734,447)
Issuance of Long-Term Debt395,95720,00060,000
Repayments of Long-Term Debt(100)(20,000)(60,000)
Net Issuance / (Repayments) of Long-Term Debt395,85700
Issuance of Common Shares9,0159,6309,1339,086
Repurchases of Common Shares(92,595)(15,620)(7,930)(18,344)
Net Issuance / (Repurchases) of Common Shares(83,580)(5,990)1,203(9,258)
Common Share Dividends Paid(92,884)(84,936)(73,827)(66,920)
Preferred Share Dividends Paid(9,200)(9,200)(9,200)(9,200)
Other Financing Activities(2,715)(2,629)(2,666)(2,438)
Cash from Financing Activities207,478(102,755)(84,490)(87,816)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash(45,066)49,752(11,937)(19,854)

Key Metrics & Ratios

MetricValue
Market Cap$5.03B
P/E11.17x
P/S1.05x
Return on Equity13.9%
Return on Invested Capital3.6%
Dividend Yield1.8%
Free Cash Flow Margin22.4%

Margins

Gross margin
Operating margin
12.0%
Net margin
8.6%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q2 2026 $1.39B +4.5% 12.7% $176M
Q1 2026 $1.36B +5.7% 10.1% $137M
Q4 2025 $1.36B +8.6% 15.3% $209M
Q3 2025 $1.36B +9.3% 11.7% $159M
Q2 2025 $1.33B 9.2% $122M
Q1 2025 $1.29B 11.6% $148M
Q4 2024 $1.26B 10.1% $126M
Q3 2024 $1.24B 9.9% $124M

More on Selective Insurance Group, Inc.

Figures compiled from public company filings.

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