Institutional Ownership Rli Corp (RLI)
This table provides information about the institutional ownership of Rli Corp (RLI). We have compiled data on the 432 institutions that hold shares in the stock, with a total of 37.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
25
shares
|
$1,833
0.0% of portfolio
|
Q3 2024
Reduced 94.29%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
22
shares
|
$1,613
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
20
shares
|
$1,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
17
shares
|
$1,246
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
17
shares
|
$1,246
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
16
shares
|
$1,173
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16
shares
|
$1,173
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
15
shares
|
$1,100
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
15
shares
|
$1,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
15
shares
|
$1,100
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
14
shares
|
$1,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
12
shares
|
$880
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12
shares
|
$880
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
11
shares
|
$806
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
11
shares
|
$806
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10
shares
|
$733
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
7
shares
|
$513
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
7
shares
|
$513
0.0% of portfolio
|
Q2 2022
Reduced 75.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
5
shares
|
$366
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
4
shares
|
$293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
4
shares
|
$293
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
3
shares
|
$220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
3
shares
|
$220
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2
shares
|
$146
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1
shares
|
$73
0.0% of portfolio
|
Q3 2022
New holding
|