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, Q1 2023
Institutional positions in Rli Corp as of Mar 31, 2023. 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
- 319
- −10 vs. Q4 2022
- Shares held
- 37.8M
- +1.15M (+3.1%) vs. Q4 2022
- Total value
- $5.01B
- +$196.6M (+4.1%) vs. Q4 2022
- New holders
- 26
- 117 more added
- Sold out
- 36
- 115 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Rli Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 133 | $1 | 0.00% | +2+1.5% | Added |
| PSI Advisors, LLC | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $266 | 0.00% | −29−93.5% | Reduced |
| Horizon Investments, LLC | 3 | $399 | 0.00% | +3 | New |
| JJJ Advisors Inc. | 4 | $515 | 0.00% | −27−87.1% | Reduced |
| First Horizon Advisors, Inc. | 5 | $665 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $1.20K | 0.00% | +1+12.5% | Added |
| AdvisorNet Financial, Inc | 11 | $1.46K | 0.00% | +2+22.2% | Added |
| Cullen/Frost Bankers, Inc. | 11 | $1.46K | 0.00% | +11 | New |
| Allworth Financial LP | 12 | $1.59K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 17 | $2.26K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $2.53K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $3.32K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 28 | $3.72K | 0.00% | +5+21.7% | Added |
| Plante Moran Financial Advisors, LLC | 30 | $4.01K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 31 | $4.12K | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 33 | $4.39K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 36 | $4.79K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 37 | $4.92K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 38 | $5.05K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $5.05K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 38 | $5.05K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 44 | $5.85K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 44 | $5.85K | 0.00% | −2−4.3% | Reduced |
| Institutional & Family Asset Management, LLC | 51 | $6.78K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 60 | $7.97K | 0.00% | +60 | New |
| Rocky Mountain Advisers, LLC | 66 | $9.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $9.31K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $9.84K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 78 | $10.4K | 0.00% | −84−51.9% | Reduced |
| Arlington Partners LLC | 79 | $10.5K | 0.00% | +79 | New |
| Massmutual Trust Co FSB | 86 | $11.4K | 0.00% | +54+168.8% | Added |
| Quadrant Capital Group LLC | 93 | $12.4K | 0.00% | +78+520.0% | Added |
| SJS Investment Consulting Inc. | 97 | $12.9K | 0.00% | +30+44.8% | Added |
| Carolinas Wealth Consulting LLC | 100 | $13.3K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 125 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 126 | $16.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 125 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 126 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 130 | $17.3K | 0.00% | −100−43.5% | Reduced |
| Global Retirement Partners, LLC | 132 | $18.4K | 0.00% | +125+1,785.7% | Added |
| Fortis Capital Advisors, LLC | 141 | $18.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 141 | $19.0K | 0.00% | +11+8.5% | Added |
| Creative Financial Designs Inc | 144 | $19.2K | 0.00% | +38+35.8% | Added |
| Advisors Asset Management, Inc. | 151 | $20.1K | 0.00% | +151 | New |
| Fifth Third Bancorp | 167 | $22.2K | 0.00% | +51+44.0% | Added |
| Park Place Capital Corp | 182 | $24.2K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 184 | $24.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 195 | $26.0K | 0.00% | +17+9.6% | Added |
| Eagle Bay Advisors LLC | 205 | $27.2K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 240 | $31.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 293 | $38.9K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 361 | $48.0K | 0.00% | +361 | New |
| Bessemer Group Inc | 376 | $50.0K | 0.00% | +121+47.5% | Added |
| Advisory Services Network, LLC | 440 | $58.5K | 0.00% | −2−0.5% | Reduced |
| Signaturefd, LLC | 578 | $76.8K | 0.00% | +77+15.4% | Added |
| Guardian Wealth Management, Inc. | 597 | $79.3K | 0.08% | +597 | New |
| Country Trust Bank | 700 | $93.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 740 | $98.4K | 0.00% | −134−15.3% | Reduced |
| Huntington National Bank | 802 | $106.6K | 0.00% | +18+2.3% | Added |
| Covestor Ltd | 825 | $110.0K | 0.10% | +730+768.4% | Added |
| State of Wyoming | 932 | $123.9K | 0.04% | −824−46.9% | Reduced |
| First Community Trust NA | 1,100 | $146.2K | 0.17% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,101 | $146.3K | 0.04% | +1,101 | New |
| Private Trust Co NA | 1,131 | $150.3K | 0.02% | −103−8.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,178 | $156.6K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,537 | $204.3K | 0.03% | −48−3.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,540 | $204.7K | 0.02% | +1,540 | New |
| Steward Partners Investment Advisory, LLC | 1,546 | $205.5K | 0.00% | +535+52.9% | Added |
| Kestra Advisory Services, LLC | 1,605 | $213.3K | 0.00% | −756−32.0% | Reduced |
| Wealth Alliance | 1,637 | $217.5K | 0.04% | −7−0.4% | Reduced |
| Ridgewood Investments LLC | 1,694 | $225.2K | 0.14% | 00.0% | Unchanged |
| US Bancorp | 1,728 | $229.7K | 0.00% | +101+6.2% | Added |
| Baader Bank INC | 1,750 | $232.6K | 0.02% | +1,750 | New |
| Brookstone Capital Management | 1,759 | $233.9K | 0.00% | +3+0.2% | Added |
| D.A. Davidson & Co. | 1,778 | $236.9K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,894 | $251.7K | 0.03% | +20+1.1% | Added |
| MML Investors Services, LLC | 1,929 | $256.0K | 0.00% | −603−23.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,950 | $258.0K | 0.00% | 00.0% | Unchanged |
| Pecaut & Co. | 1,990 | $264.5K | 0.12% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 2,000 | $265.8K | 0.05% | −366−15.5% | Reduced |
| Vestcor Inc | 2,023 | $269.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,039 | $271.0K | 0.03% | +243+13.5% | Added |
| Pure Financial Advisors, Inc. | 2,045 | $271.8K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,089 | $278.0K | 0.01% | −7−0.3% | Reduced |
| Shelton Capital Management | 2,095 | $278.4K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,109 | $280.3K | 0.01% | −335−13.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,128 | $283.0K | 0.00% | −3−0.1% | Reduced |
| Profund Advisors LLC | 2,146 | $285.2K | 0.02% | −318−12.9% | Reduced |
| Focus Financial Network, Inc. | 2,153 | $286.2K | 0.02% | −295−12.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,278 | $303.1K | 0.00% | −1,138−33.3% | Reduced |
| Mackenzie Financial Corp | 2,303 | $306.1K | 0.00% | +2,303 | New |
| CI Private Wealth, LLC | 2,396 | $318.5K | 0.00% | +2,396 | New |
| Bruce & Co., Inc. | 2,400 | $319.0K | 0.09% | 00.0% | Unchanged |
| Mariner, LLC | 2,412 | $321.0K | 0.00% | +124+5.4% | Added |
| Tower Research Capital LLC (TRC) | 2,432 | $323.0K | 0.01% | +1,215+99.8% | Added |