Feed / SIGI

Selective Insurance Group, Inc.

SIGI

Financial Services · 90.53 +0.5% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Selective Insurance Group, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 8 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company+0.5% todayVolume comparison unavailable
Market group0 of 8 activeProperty & Casualty Insurance · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • Reported renewal pure price increases narrowed to ~3.4% (Q) and 3.6% (6M), down materially from prior-year levels reported in the filing.
  • Retention in Standard Commercial Lines fell two percentage points in both Q2 2026 and six months 2026, tied to targeted pricing to reduce underperforming business.

Invalidation: The isolated read changes if SIGI's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Financial Services · Insurance - Property & Casualty

No new filing conclusion is available. 0 of 8 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Reported renewal pure price increases narrowed to ~3.4% (Q) and 3.6% (6M), down materially from prior-year levels reported in the filing.
  • Retention in Standard Commercial Lines fell two percentage points in both Q2 2026 and six months 2026, tied to targeted pricing to reduce underperforming business.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements180
Verified relationships2
Evidence supporting the case
  • Latest annual revenue changed +9.8% year over year.
  • Net margin changed +4.5 percentage points in the latest annual period.
Evidence challenging the case
  • Macroeconomic conditions has repeated adverse evidence across 5 filings.
  • Pricing and mix has repeated adverse evidence across 5 filings.
Questions before a position
  • EV/sales is 21% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

90.53
6m+17.9%12m+15.1%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$3.4B+15.6%$6.50+0.6%
2022-12-31$3.6B+5.3%$3.54+0.3%
2023-12-31$4.2B+18.9%$5.84+0.2%
2024-12-31$4.9B+14.9%$3.23+0.5%
2025-12-31$5.3B+9.8%$7.49-0.4%

What management says matters

Persistent and emerging business drivers

Macroeconomic conditionsmixed · 5 filings
In both Second Quarter 2026 and Six Months 2026, the loss and loss expense ratio was increased by (i) higher current year casualty loss costs, primarily driven by higher embedded severity assumptions due to social inflation and (ii) higher non-catastrophe pro…
10-Q · Jul 24, 2026
Pricing and mixnegative · 5 filings
This reduction was driven by (i) the earned impact of renewal pure price increases and (ii) period-to-period variability of catastrophe and non-catastrophe property losses.
10-Q · Jul 24, 2026
Industry cycle and competitionnegative · 1 filings
28 Table of Contents Standard Commercial Lines Segment Quarter ended March 31, Change % or Points ($ in thousands) 2026 2025 Insurance Segments Results: NPW $ 992,387 1,003,225 (1) % NPE 965,759 912,210 6 Less: Loss and loss expense incurred 656,834 581,666 1…
10-Q · Apr 24, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.0× · EV/sales 1.0×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.

Price action

How the market is pricing the story

90.53+0.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SIGI. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SIGI. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SIGI

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

IBPInstalled Building Products, Inc.supplierFeb 9, 2026

We have also implemented several initiatives at our Branchville office to lower our environmental impact, including: • Enhanced waste management and recycling; • Reducing the use of paper within our business; • Conversion of all Branchville office light bulbs…

MSTRStrategy IncpartnerFeb 9, 2026

The cybersecurity team, managed by the SVP of IT Enterprise Strategy and Execution, (i) receives oversight and executive support through engagement with our ERC, which is responsible for the holistic evaluation, management, and supervision of our aggregate ri…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SIGI is currently a Follower in the organic co-movement group Property & Casualty Insurance. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.