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 2024
Institutional positions in Rli Corp as of Sep 30, 2024. 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
- 398
- +8 vs. Q2 2024
- Shares held
- 36.7M
- +3.73M (+11.3%) vs. Q2 2024
- Total value
- $5.68B
- +$1.05B (+22.6%) vs. Q2 2024
- New holders
- 40
- 153 more added
- Sold out
- 32
- 136 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Rli Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $620 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5 | $774 | 0.00% | +5 | New |
| First Horizon Advisors, Inc. | 5 | $775 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8 | $1.24K | 0.00% | −22−73.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $1.24K | 0.00% | +1+14.3% | Added |
| Hexagon Capital Partners LLC | 11 | $1.71K | 0.00% | +11 | New |
| Coppell Advisory Solutions LLC | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 15 | $2.23K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $2.33K | 0.00% | +15 | New |
| GWM Advisors LLC | 16 | $2.48K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 16 | $2.48K | 0.00% | +16 | New |
| LRI Investments, LLC | 15 | $2.63K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $2.63K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $2.63K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22 | $3.41K | 0.00% | +22 | New |
| Venturi Wealth Management, LLC | 25 | $3.88K | 0.00% | −413−94.3% | Reduced |
| Capital Performance Advisors LLP | 29 | $4.49K | 0.00% | +29 | New |
| Plante Moran Financial Advisors, LLC | 30 | $4.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 31 | $4.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $5.12K | 0.00% | +1+3.1% | Added |
| C M Bidwell & Associates Ltd | 37 | $5.73K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 39 | $6.04K | 0.00% | −2−4.9% | Reduced |
| Quent Capital, LLC | 51 | $7.90K | 0.00% | +13+34.2% | Added |
| Larson Financial Group LLC | 52 | $8.06K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 61 | $9.39K | 0.00% | +26+74.3% | Added |
| Rocky Mountain Advisers, LLC | 66 | $10.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 65 | $10.2K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 69 | $10.7K | 0.00% | +69 | New |
| Reuter James Wealth Management, LLC | 71 | $11.0K | 0.00% | +71 | New |
| Bryn Mawr Trust Co | 77 | $11.9K | 0.00% | +77 | New |
| Bessemer Group Inc | 73 | $12.0K | 0.00% | +11+17.7% | Added |
| Parkside Financial Bank & Trust | 79 | $12.2K | 0.00% | +12+17.9% | Added |
| CNB Bank | 82 | $12.7K | 0.01% | −50−37.9% | Reduced |
| Quadrant Capital Group LLC | 85 | $13.2K | 0.00% | −22−20.6% | Reduced |
| Financial Network Wealth Advisors LLC | 86 | $13.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 87 | $13.5K | 0.00% | +1+1.2% | Added |
| Hemington Wealth Management | 95 | $14.0K | 0.00% | +95 | New |
| Intelligent Financial Strategies | 92 | $14.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 95 | $15.0K | 0.01% | −1−1.0% | Reduced |
| Rise Advisors, LLC | 122 | $18.9K | 0.01% | +1+0.8% | Added |
| SJS Investment Consulting Inc. | 123 | $19.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 126 | $19.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 127 | $19.7K | 0.00% | −2−1.6% | Reduced |
| Smithfield Trust Co | 125 | $20.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 132 | $20.5K | 0.00% | +48+57.1% | Added |
| Global Retirement Partners, LLC | 145 | $22.5K | 0.00% | −1−0.7% | Reduced |
| Creative Financial Designs Inc | 164 | $25.5K | 0.00% | −15−8.4% | Reduced |
| Chilton Capital Management LLC | 175 | $27.1K | 0.00% | +175 | New |
| LGT Financial Advisors LLC | 179 | $27.7K | 0.07% | 00.0% | Unchanged |
| Umb Bank N A | 180 | $27.9K | 0.00% | +155+620.0% | Added |
| Advisors Asset Management, Inc. | 196 | $30.4K | 0.00% | −167−46.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $30.7K | 0.00% | +175+760.9% | Added |
| Eagle Bay Advisors LLC | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 202 | $31.3K | 0.01% | +202 | New |
| V-Square Quantitative Management LLC | 208 | $32.2K | 0.00% | +208 | New |
| SRS Capital Advisors, Inc. | 220 | $34.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 230 | $35.6K | 0.00% | +100+76.9% | Added |
| Golden State Equity Partners | 232 | $36.0K | 0.01% | +232 | New |
| IFP Advisors, Inc | 233 | $36.1K | 0.00% | +77+49.4% | Added |
| Compass Wealth Management LLC | 240 | $37.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 277 | $42.9K | 0.00% | −16−5.5% | Reduced |
| ORG Partners LLC | 283 | $44.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 338 | $52.3K | 0.00% | +92+37.4% | Added |
| Northwestern Mutual Wealth Management Co | 356 | $55.2K | 0.00% | −7−1.9% | Reduced |
| Danske Bank A/S | 400 | $62.0K | 0.00% | +400 | New |
| American National Bank | 403 | $62.5K | 0.01% | +155+62.5% | Added |
| Fifth Third Bancorp | 443 | $68.7K | 0.00% | +158+55.4% | Added |
| Values First Advisors, Inc. | 451 | $69.8K | 0.04% | +451 | New |
| Parallel Advisors, LLC | 514 | $79.7K | 0.00% | −39−7.1% | Reduced |
| Signaturefd, LLC | 523 | $81.1K | 0.00% | +12+2.3% | Added |
| HM Payson & Co | 533 | $82.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 547 | $84.8K | 0.00% | −46−7.8% | Reduced |
| Jones Financial Companies LLLP | 567 | $87.3K | 0.00% | +180+46.5% | Added |
| Guardian Wealth Management, Inc. | 597 | $92.5K | 0.07% | 00.0% | Unchanged |
| First Community Trust NA | 700 | $108.5K | 0.09% | 00.0% | Unchanged |
| Country Trust Bank | 700 | $108.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 704 | $109.2K | 0.00% | +10+1.4% | Added |
| GAMMA Investing LLC | 785 | $121.7K | 0.01% | +234+42.5% | Added |
| Clearstead Advisors, LLC | 911 | $141.2K | 0.00% | −111−10.9% | Reduced |
| Duncker Streett & Co Inc | 954 | $147.9K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,000 | $155.0K | 0.00% | −3,400−77.3% | Reduced |
| Huntington National Bank | 1,010 | $156.5K | 0.00% | +11+1.1% | Added |
| Private Trust Co NA | 1,120 | $173.6K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,146 | $178.0K | 0.01% | −13−1.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,178 | $182.6K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 1,186 | $183.8K | 0.00% | −915−43.6% | Reduced |
| Vestcor Inc | 1,215 | $188.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,221 | $189.0K | 0.00% | +171+16.3% | Added |
| Tower Research Capital LLC (TRC) | 1,271 | $197.0K | 0.01% | −327−20.5% | Reduced |
| CIBC Asset Management Inc | 1,308 | $202.7K | 0.00% | +1,308 | New |
| Wealth Alliance | 1,315 | $203.8K | 0.02% | +1,315 | New |
| Investment Advisory Group, LLC | 1,358 | $210.5K | 0.07% | −496−26.8% | Reduced |
| Ci Investments Inc. | 1,364 | $211.0K | 0.00% | +132+10.7% | Added |
| Aviva PLC | 1,383 | $214.3K | 0.00% | −1,540−52.7% | Reduced |
| Madison Asset Management, LLC | 1,394 | $216.0K | 0.00% | −1,074−43.5% | Reduced |
| Motiv8 Investments LLC | 1,400 | $217.0K | 0.15% | +1,400 | New |