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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 264 | $35.9K | 0.00% | +68+34.7% | Added |
| Ci Investments Inc. | 241 | $33.0K | 0.00% | +2+0.8% | Added |
| Compass Wealth Management LLC | 240 | $32.6K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 220 | $29.0K | 0.00% | −479−68.5% | Reduced |
| Eagle Bay Advisors LLC | 201 | $27.3K | 0.01% | −4−2.0% | Reduced |
| Park Place Capital Corp | 182 | $24.7K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 179 | $24.3K | 0.03% | +179 | New |
| Creative Financial Designs Inc | 169 | $23.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 145 | $19.7K | 0.00% | +16+12.4% | Added |
| Nomura Asset Management Co Ltd | 130 | $17.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 126 | $17.1K | 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 |
| SJS Investment Consulting Inc. | 123 | $16.7K | 0.00% | +2+1.7% | Added |
| Quadrant Capital Group LLC | 110 | $14.9K | 0.00% | +62+129.2% | Added |
| Massmutual Trust Co FSB | 81 | $11.0K | 0.00% | −13−13.8% | Reduced |
| Arlington Partners LLC | 79 | $10.7K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 79 | $10.7K | 0.00% | +79 | New |
| Northwestern Mutual Wealth Management Co | 78 | $10.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $10.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 72 | $9.78K | 0.00% | −7−8.9% | Reduced |
| Rocky Mountain Advisers, LLC | 66 | $8.97K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 65 | $8.83K | 0.00% | −1−1.5% | Reduced |
| TD Waterhouse Canada Inc. | 65 | $8.72K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 61 | $8.29K | 0.00% | +61 | New |
| Acima Private Wealth, LLC | 60 | $8.15K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 55 | $7.47K | 0.00% | +55 | New |
| Bollard Group LLC | 53 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 44 | $5.98K | 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 |
| C M Bidwell & Associates Ltd | 37 | $5.03K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 36 | $4.89K | 0.00% | +24+200.0% | Added |
| JFS Wealth Advisors, LLC | 32 | $4.35K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 31 | $4.21K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 30 | $4.10K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 31 | $4.00K | 0.00% | +31 | New |
| Glassman Wealth Services | 25 | $3.40K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 24 | $3.26K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 23 | $3.13K | 0.00% | +23 | New |
| Oliver Lagore Vanvalin Investment Group | 20 | $2.72K | 0.00% | +20 | New |
| Atticus Wealth Management, LLC | 17 | $2.31K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $2.31K | 0.00% | 00.0% | Unchanged |
| 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 |
| Authentikos Wealth Advisory, LLC | 15 | $2.04K | 0.00% | +15 | New |
| VitalStone Financial, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $1.00K | 0.00% | +4+57.1% | Added |
| First Horizon Advisors, Inc. | 5 | $679 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $273 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $272 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −28,413−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −15,172−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −14,256−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,675−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −12,706−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,964−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −8,127−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −7,076−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,618−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −5,341−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −5,190−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,419−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,663−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,499−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,996−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,419−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −1,797−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Intercontinental Wealth Advisors, LLC | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |