Rli Corp
RLI- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000084246
No open-market purchases or sales by Rli Corp insiders were filed in the last 90 days; 424 institutions reported holding it in 13F filings for Q2 2026, worth $5.18B in total; Markel Group is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Rli Corp as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 331
- +22 vs. Q3 2022
- Shares held
- 36.8M
- +1.12M (+3.1%) vs. Q3 2022
- Total value
- $4.83B
- +$1.17B (+32.1%) vs. Q3 2022
- New holders
- 56
- 108 more added
- Sold out
- 34
- 107 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting RLI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 424 | $5.18B |
| Q1 2026 | 422 | $4.63B |
| Q4 2025 | 437 | $5.05B |
| Q3 2025 | 433 | $4.91B |
| Q2 2025 | 431 | $5.55B |
| Q1 2025 | 422 | $6.05B |
| Q4 2024 | 433 | $6.08B |
| Q3 2024 | 398 | $5.68B |
| Q2 2024 | 393 | $5.15B |
| Q1 2024 | 374 | $5.38B |
| Q4 2023 | 357 | $4.88B |
| Q3 2023 | 356 | $4.95B |
| Q2 2023 | 359 | $4.99B |
| Q1 2023 | 319 | $5.01B |
| Q4 2022 | 331 | $4.83B |
| Q3 2022 | 315 | $3.77B |
| Q2 2022 | 317 | $4.32B |
| Q1 2022 | 307 | $4.06B |
| Q4 2021 | 294 | $4.07B |
| Q3 2021 | 268 | $3.67B |
| Q2 2021 | 280 | $3.82B |
| Q1 2021 | 267 | $4.26B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Rli Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| First Command Advisory Services, Inc. | 21 | $0 | 0.00% | +21 | New |
| PSI Advisors, LLC | 1 | $131 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 131 | $185 | 0.00% | +131 | New |
| First Horizon Advisors, Inc. | 5 | $656 | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 7 | $919 | 0.00% | +7 | New |
| Global Retirement Partners, LLC | 7 | $930 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7 | $1.00K | 0.00% | +7 | New |
| Disciplined Investments, LLC | 8 | $1.05K | 0.00% | −2−20.0% | Reduced |
| Sutton Wealth Advisors Inc. | 8 | $1.05K | 0.00% | −1−11.1% | Reduced |
| AdvisorNet Financial, Inc | 9 | $1.18K | 0.00% | +9 | New |
| Tfo-TDC, LLC | 31 | $1.41K | 0.00% | +31 | New |
| Allworth Financial LP | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15 | $1.71K | 0.00% | +15 | New |
| Quadrant Capital Group LLC | 15 | $1.97K | 0.00% | −6−28.6% | Reduced |
| Farmers & Merchants Investments Inc | 17 | $2.23K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $2.49K | 0.00% | +19 | New |
| Schubert & Co | 23 | $3.02K | 0.00% | +2+9.5% | Added |
| Glassman Wealth Services | 25 | $3.28K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 25,394 | $3.33K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 30 | $3.96K | 0.00% | −30−50.0% | Reduced |
| Massmutual Trust Co FSB | 32 | $4.00K | 0.00% | +25+357.1% | Added |
| Comerica Securities,inc. | 32 | $4.20K | 0.00% | +32 | New |
| JJJ Advisors Inc. | 31 | $4.23K | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 33 | $4.33K | 0.00% | −1−2.9% | Reduced |
| Geneos Wealth Management Inc. | 36 | $4.73K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 37 | $4.86K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 38 | $4.99K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $4.99K | 0.00% | +12+46.2% | Added |
| Cary Street Partner Investment Advisory LLC | 38 | $4.99K | 0.00% | +38 | New |
| TD Private Client Wealth LLC | 44 | $5.78K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 46 | $6.04K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 47 | $6.17K | 0.01% | +47 | New |
| Institutional & Family Asset Management, LLC | 51 | $6.70K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 53 | $6.96K | 0.00% | +33+165.0% | Added |
| SJS Investment Consulting Inc. | 67 | $8.75K | 0.00% | +6+9.8% | Added |
| Rocky Mountain Advisers, LLC | 66 | $9.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $9.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $9.71K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 95 | $13.0K | 0.01% | −2−2.1% | Reduced |
| Carolinas Wealth Consulting LLC | 100 | $13.1K | 0.00% | −5−4.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 100 | $13.1K | 0.00% | +100 | New |
| Zions Bancorporation, N.A. | 106 | $13.9K | 0.00% | −4,491−97.7% | Reduced |
| Creative Financial Designs Inc | 106 | $13.9K | 0.00% | +6+6.0% | Added |
| Fifth Third Bancorp | 116 | $15.2K | 0.00% | −14−10.8% | Reduced |
| TCI Wealth Advisors, Inc. | 125 | $16.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 126 | $16.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 125 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 130 | $17.0K | 0.00% | −1−0.8% | Reduced |
| Bartlett & Co. LLC | 126 | $17.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 139 | $18.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 138 | $18.2K | 0.00% | +25+22.1% | Added |
| Fortis Capital Advisors, LLC | 141 | $18.5K | 0.01% | +141 | New |
| Northwestern Mutual Wealth Management Co | 162 | $21.3K | 0.00% | +84+107.7% | Added |
| Ci Investments Inc. | 178 | $23.0K | 0.00% | −17−8.7% | Reduced |
| Park Place Capital Corp | 182 | $24.0K | 0.01% | +182 | New |
| Belpointe Asset Management LLC | 184 | $24.2K | 0.00% | +184 | New |
| Eagle Bay Advisors LLC | 205 | $26.9K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 230 | $30.2K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 240 | $31.5K | 0.01% | +240 | New |
| Bessemer Group Inc | 255 | $33.0K | 0.00% | +42+19.7% | Added |
| Lazard Asset Management LLC | 268 | $35.0K | 0.00% | −13,304−98.0% | Reduced |
| Riverview Trust Co | 293 | $38.0K | 0.04% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 350 | $45.9K | 0.00% | +350 | New |
| Advisory Services Network, LLC | 442 | $58.0K | 0.00% | +442 | New |
| Signaturefd, LLC | 501 | $65.8K | 0.00% | +45+9.9% | Added |
| Country Trust Bank | 700 | $91.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 767 | $100.0K | 0.00% | +767 | New |
| Huntington National Bank | 784 | $102.9K | 0.00% | −79−9.2% | Reduced |
| One Wealth Advisors, LLC | 851 | $111.7K | 0.03% | +851 | New |
| Parallel Advisors, LLC | 874 | $114.7K | 0.00% | +552+171.4% | Added |
| Convergence Investment Partners, LLC | 945 | $124.0K | 0.07% | +945 | New |
| Steward Partners Investment Advisory, LLC | 1,011 | $132.7K | 0.00% | +505+99.8% | Added |
| First Community Trust NA | 1,100 | $144.0K | 0.17% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,178 | $154.6K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,217 | $160.0K | 0.01% | −16,086−93.0% | Reduced |
| Private Trust Co NA | 1,234 | $162.0K | 0.02% | +11+0.9% | Added |
| Van Eck Associates Corp | 1,287 | $169.0K | 0.00% | +48+3.9% | Added |
| Erste Asset Management GmbH | 1,300 | $173.8K | 0.00% | +1,300 | New |
| Allspring Global Investments Holdings, LLC | 1,523 | $199.9K | 0.00% | −33−2.1% | Reduced |
| Pathstone Family Office, LLC | 5,188 | $205.3K | 0.00% | +5,188 | New |
| Aigen Investment Management, LP | 1,585 | $208.1K | 0.03% | −3,242−67.2% | Reduced |
| Squarepoint Ops LLC | 1,604 | $210.6K | 0.00% | −23,308−93.6% | Reduced |
| Voya Financial Advisors, Inc. | 1,576 | $210.7K | 0.03% | +1,576 | New |
| US Bancorp | 1,627 | $213.6K | 0.00% | +444+37.5% | Added |
| Wealth Alliance | 1,644 | $215.8K | 0.04% | +1,644 | New |
| Ridgewood Investments LLC | 1,694 | $222.4K | 0.16% | +1,694 | New |
| Synovus Financial Corp | 1,735 | $227.8K | 0.00% | +1,735 | New |
| State of Wyoming | 1,756 | $230.5K | 0.08% | +154+9.6% | Added |
| CWM Advisors, LLC | 1,796 | $235.8K | 0.03% | −226−11.2% | Reduced |
| D.A. Davidson & Co. | 1,778 | $237.8K | 0.00% | +1,778 | New |
| Brookstone Capital Management | 1,756 | $240.5K | 0.00% | +1,756 | New |
| Jacobi Capital Management LLC | 1,874 | $246.0K | 0.03% | +1,874 | New |
| Quantamental Technologies LLC | 1,894 | $248.6K | 0.11% | +1,894 | New |
| Toroso Investments, LLC | 1,910 | $251.0K | 0.01% | +1,910 | New |
| Rockefeller Capital Management L.P. | 1,950 | $255.0K | 0.00% | +179+10.1% | Added |
| Pecaut & Co. | 1,990 | $261.3K | 0.12% | 00.0% | Unchanged |
| Vestcor Inc | 2,023 | $266.0K | 0.01% | +2,023 | New |