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 2024
Institutional positions in Rli Corp as of Dec 31, 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
- 433
- +38 vs. Q3 2024
- Shares held
- 37.1M
- +505.7K (+1.4%) vs. Q3 2024
- Total value
- $6.08B
- +$413.2M (+7.3%) vs. Q3 2024
- New holders
- 72
- 157 more added
- Sold out
- 34
- 128 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Rli Corp; share changes are against Q3 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 | $165 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $165 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $165 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $330 | 0.00% | +2 | New |
| Old Second National Bank of Aurora | 3 | $494 | 0.00% | +3 | New |
| Assetmark, Inc | 4 | $659 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $659 | 0.00% | +4 | New |
| First Horizon Advisors, Inc. | 5 | $824 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.15K | 0.00% | −1−12.5% | Reduced |
| Financial Management Professionals, Inc. | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $1.65K | 0.00% | +2+25.0% | Added |
| Mather Group, LLC. | 11 | $1.81K | 0.00% | +11 | New |
| FSC Wealth Advisors, LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 14 | $2.31K | 0.00% | +14 | New |
| LRI Investments, LLC | 15 | $2.47K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 15 | $2.47K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 16 | $2.64K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $2.80K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 17 | $2.80K | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 17 | $2.80K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 18 | $2.97K | 0.00% | +2+12.5% | Added |
| TCTC Holdings, LLC | 18 | $2.97K | 0.00% | +18 | New |
| TD Capital Management LLC | 18 | $3.04K | 0.00% | +18 | New |
| Skopos Labs, Inc. | 20 | $3.30K | 0.00% | +20 | New |
| Beacon Capital Management, LLC | 22 | $3.63K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 25 | $4.12K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 26 | $4.29K | 0.00% | +15+136.4% | Added |
| CoreCap Advisors, LLC | 26 | $4.29K | 0.00% | +26 | New |
| Plante Moran Financial Advisors, LLC | 30 | $4.97K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 31 | $5.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $5.44K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 34 | $5.60K | 0.00% | −8,834−99.6% | Reduced |
| C M Bidwell & Associates Ltd | 37 | $6.10K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 48 | $7.00K | 0.00% | +48 | New |
| Coppell Advisory Solutions LLC | 43 | $7.08K | 0.00% | +31+258.3% | Added |
| Quent Capital, LLC | 51 | $8.41K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 56 | $9.23K | 0.00% | −13−18.8% | Reduced |
| Larson Financial Group LLC | 57 | $9.39K | 0.00% | +5+9.6% | Added |
| TD Waterhouse Canada Inc. | 65 | $10.7K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 66 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 67 | $11.0K | 0.00% | −2,089−96.9% | Reduced |
| Lindbrook Capital, LLC | 67 | $11.0K | 0.00% | +28+71.8% | Added |
| Amundi | 72 | $11.0K | 0.00% | −21,992−99.7% | Reduced |
| Smartleaf Asset Management LLC | 69 | $11.4K | 0.00% | +8+13.1% | Added |
| CNB Bank | 71 | $11.7K | 0.01% | −11−13.4% | Reduced |
| Bryn Mawr Trust Co | 77 | $12.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 90 | $14.8K | 0.00% | +3+3.4% | Added |
| Intelligent Financial Strategies | 92 | $15.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 95 | $15.7K | 0.00% | +16+20.3% | Added |
| Covestor Ltd | 98 | $16.0K | 0.01% | +3+3.2% | Added |
| Simplex Trading, LLC | 102 | $16.0K | 0.00% | +102 | New |
| Hemington Wealth Management | 106 | $17.0K | 0.00% | +11+11.6% | Added |
| SJS Investment Consulting Inc. | 118 | $19.5K | 0.00% | −5−4.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 124 | $20.4K | 0.02% | +124 | New |
| Rise Advisors, LLC | 125 | $20.6K | 0.01% | +3+2.5% | Added |
| Bartlett & Co. Wealth Management LLC | 126 | $20.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 125 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 127 | $21.0K | 0.00% | +54+74.0% | Added |
| Principal Securities, Inc. | 131 | $21.6K | 0.00% | +4+3.1% | Added |
| UMA Financial Services, Inc. | 133 | $21.9K | 0.00% | +133 | New |
| Creative Financial Designs Inc | 138 | $22.8K | 0.00% | −26−15.9% | Reduced |
| Global Retirement Partners, LLC | 144 | $23.8K | 0.00% | −1−0.7% | Reduced |
| Headlands Technologies LLC | 157 | $25.9K | 0.00% | −1,304−89.3% | Reduced |
| LGT Financial Advisors LLC | 179 | $29.5K | 0.07% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 186 | $30.7K | 0.00% | +186 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $32.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 200 | $32.9K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 203 | $33.5K | 0.01% | +71+53.8% | Added |
| V-Square Quantitative Management LLC | 208 | $34.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 209 | $34.5K | 0.00% | −11−5.0% | Reduced |
| Nomura Asset Management Co Ltd | 230 | $37.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 233 | $38.4K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 240 | $39.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 253 | $41.7K | 0.00% | −24−8.7% | Reduced |
| Umb Bank N A | 259 | $42.7K | 0.00% | +79+43.9% | Added |
| ORG Partners LLC | 283 | $46.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 318 | $52.4K | 0.00% | −125−28.2% | Reduced |
| SBI Securities Co., Ltd. | 338 | $55.7K | 0.00% | +338 | New |
| Ci Investments Inc. | 365 | $60.0K | 0.00% | −999−73.2% | Reduced |
| Winnow Wealth LLC | 372 | $61.3K | 0.06% | +372 | New |
| Reyes Financial Architecture, Inc. | 376 | $62.0K | 0.05% | +376 | New |
| Northwestern Mutual Wealth Management Co | 389 | $64.1K | 0.00% | +33+9.3% | Added |
| EverSource Wealth Advisors, LLC | 497 | $81.9K | 0.00% | +159+47.0% | Added |
| HM Payson & Co | 533 | $87.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 567 | $93.5K | 0.00% | −344−37.8% | Reduced |
| Signaturefd, LLC | 567 | $93.5K | 0.00% | +44+8.4% | Added |
| Guardian Wealth Management, Inc. | 593 | $97.7K | 0.07% | −4−0.7% | Reduced |
| Quarry LP | 653 | $107.6K | 0.02% | +653 | New |
| Parallel Advisors, LLC | 670 | $110.4K | 0.00% | +156+30.4% | Added |
| First Community Trust NA | 700 | $115.4K | 0.08% | 00.0% | Unchanged |
| Country Trust Bank | 700 | $115.4K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 726 | $120.0K | 0.01% | +726 | New |
| Advisor Group Holdings, Inc. | 858 | $141.6K | 0.00% | +154+21.9% | Added |
| Kapitalo Investimentos Ltda | 867 | $142.9K | 0.10% | +867 | New |
| Duncker Streett & Co Inc | 954 | $157.2K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 979 | $161.4K | 0.00% | −31−3.1% | Reduced |
| Promus Capital, LLC | 1,002 | $165.1K | 0.13% | +1,002 | New |
| Lazard Asset Management LLC | 1,027 | $169.0K | 0.00% | +1,027 | New |