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, Q3 2023
Institutional positions in Rli Corp as of Sep 30, 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
- 356
- −1 vs. Q2 2023
- Shares held
- 36.4M
- −265.1K (−0.7%) vs. Q2 2023
- Total value
- $4.95B
- −$38.8M (−0.8%) vs. Q2 2023
- New holders
- 36
- 122 more added
- Sold out
- 37
- 120 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Rli Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $272 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $273 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5 | $679 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $1.00K | 0.00% | +4+57.1% | Added |
| VitalStone Financial, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Authentikos Wealth Advisory, LLC | 15 | $2.04K | 0.00% | +15 | New |
| SRS Capital Advisors, Inc. | 16 | $2.17K | 0.00% | −9−36.0% | Reduced |
| Parkside Financial Bank & Trust | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $2.31K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 17 | $2.31K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 20 | $2.72K | 0.00% | +20 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 23 | $3.13K | 0.00% | +23 | New |
| Toronto Dominion Bank | 24 | $3.26K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $3.40K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 31 | $4.00K | 0.00% | +31 | New |
| Plante Moran Financial Advisors, LLC | 30 | $4.10K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 31 | $4.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $4.35K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 36 | $4.89K | 0.00% | +24+200.0% | Added |
| C M Bidwell & Associates Ltd | 37 | $5.03K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $5.16K | 0.00% | −4−9.5% | Reduced |
| Institutional & Family Asset Management, LLC | 38 | $5.16K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 38 | $5.16K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 38 | $5.16K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 44 | $5.98K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 53 | $7.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 55 | $7.47K | 0.00% | +55 | New |
| Acima Private Wealth, LLC | 60 | $8.15K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 61 | $8.29K | 0.00% | +61 | New |
| TD Waterhouse Canada Inc. | 65 | $8.72K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 65 | $8.83K | 0.00% | −1−1.5% | Reduced |
| Rocky Mountain Advisers, LLC | 66 | $8.97K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 72 | $9.78K | 0.00% | −7−8.9% | Reduced |
| Larson Financial Group LLC | 74 | $10.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 78 | $10.6K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 79 | $10.7K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 79 | $10.7K | 0.00% | +79 | New |
| Massmutual Trust Co FSB | 81 | $11.0K | 0.00% | −13−13.8% | Reduced |
| Quadrant Capital Group LLC | 110 | $14.9K | 0.00% | +62+129.2% | Added |
| SJS Investment Consulting Inc. | 123 | $16.7K | 0.00% | +2+1.7% | Added |
| Smithfield Trust Co | 125 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 126 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 126 | $17.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 130 | $17.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 145 | $19.7K | 0.00% | +16+12.4% | Added |
| Creative Financial Designs Inc | 169 | $23.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 179 | $24.3K | 0.03% | +179 | New |
| Park Place Capital Corp | 182 | $24.7K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 201 | $27.3K | 0.01% | −4−2.0% | Reduced |
| Lazard Asset Management LLC | 220 | $29.0K | 0.00% | −479−68.5% | Reduced |
| Compass Wealth Management LLC | 240 | $32.6K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 241 | $33.0K | 0.00% | +2+0.8% | Added |
| Fifth Third Bancorp | 264 | $35.9K | 0.00% | +68+34.7% | Added |
| Gladius Capital Management LP | 271 | $36.8K | 0.01% | +153+129.7% | Added |
| ORG Partners LLC | 283 | $38.5K | 0.01% | −1−0.4% | Reduced |
| Riverview Trust Co | 293 | $39.8K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 361 | $49.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 441 | $59.9K | 0.00% | +441 | New |
| AXS Investments LLC | 490 | $66.6K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 513 | $69.7K | 0.00% | +27+5.6% | Added |
| Advisors Asset Management, Inc. | 556 | $75.6K | 0.00% | +221+66.0% | Added |
| Kapitalo Investimentos Ltda | 596 | $81.0K | 0.01% | +318+114.4% | Added |
| Guardian Wealth Management, Inc. | 597 | $81.1K | 0.08% | 00.0% | Unchanged |
| KBC Group NV | 630 | $86.0K | 0.00% | +630 | New |
| First Community Trust NA | 700 | $95.1K | 0.11% | 00.0% | Unchanged |
| Country Trust Bank | 700 | $95.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 813 | $110.0K | 0.00% | +118+17.0% | Added |
| Huntington National Bank | 828 | $112.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 885 | $120.0K | 0.09% | +62+7.5% | Added |
| Impact Partnership Wealth, LLC | 934 | $126.9K | 0.04% | +934 | New |
| Parallel Advisors, LLC | 1,006 | $136.7K | 0.00% | +530+111.3% | Added |
| Robeco Institutional Asset Management B.V. | 1,013 | $137.7K | 0.00% | −2,507−71.2% | Reduced |
| Harbor Capital Advisors, Inc. | 1,072 | $145.7K | 0.03% | +120+12.6% | Added |
| Private Trust Co NA | 1,144 | $155.5K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,178 | $160.1K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,497 | $203.4K | 0.00% | −24−1.6% | Reduced |
| First Financial Bank - Trust Division | 1,500 | $203.8K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,511 | $205.3K | 0.00% | −23−1.5% | Reduced |
| Glenmede Trust Co NA | 1,524 | $207.1K | 0.00% | +1,524 | New |
| Fox Run Management, L.L.C. | 1,525 | $207.2K | 0.06% | +1,525 | New |
| Kolinsky Wealth Management, LLC | 1,574 | $213.9K | 0.21% | +14+0.9% | Added |
| Measured Wealth Private Client Group, LLC | 1,598 | $217.2K | 0.09% | +1,598 | New |
| Capstone Investment Advisors, LLC | 1,618 | $219.9K | 0.01% | +1,618 | New |
| Greenleaf Trust | 1,654 | $224.8K | 0.00% | −630−27.6% | Reduced |
| Blair William & Co | 1,670 | $226.9K | 0.00% | +1,670 | New |
| D.A. Davidson & Co. | 1,680 | $228.3K | 0.00% | +4+0.2% | Added |
| Ridgewood Investments LLC | 1,694 | $230.2K | 0.15% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,704 | $231.6K | 0.03% | +1,704 | New |
| Steward Partners Investment Advisory, LLC | 1,719 | $233.6K | 0.00% | +230+15.4% | Added |
| US Bancorp | 1,736 | $235.9K | 0.00% | +88+5.3% | Added |
| Brookstone Capital Management | 1,792 | $241.2K | 0.01% | +29+1.6% | Added |
| Focus Financial Network, Inc. | 1,862 | $253.0K | 0.01% | −291−13.5% | Reduced |
| Voloridge Investment Management, LLC | 1,892 | $257.1K | 0.00% | −17,992−90.5% | Reduced |
| Jacobi Capital Management LLC | 1,894 | $257.4K | 0.03% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,898 | $257.9K | 0.13% | −297−13.5% | Reduced |
| National Asset Management, Inc. | 1,908 | $259.3K | 0.01% | +1,908 | New |
| Cambridge Investment Research Advisors, Inc. | 1,936 | $263.0K | 0.00% | −188−8.9% | Reduced |