Institutional Ownership Rli Corp (RLI)
This table provides information about the institutional ownership of Rli Corp (RLI). We have compiled data on the 462 institutions that hold shares in the stock, with a total of 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
197
shares
|
$12,462
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
191
shares
|
$12,082
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
185
shares
|
$11,703
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
182
shares
|
$11,513
0.0% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
173
shares
|
$10,943
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
170
shares
|
$10,754
0.0% of portfolio
|
Q3 2025
Added 142.86%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
167
shares
|
$10,564
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
148
shares
|
$9,362
0.0% of portfolio
|
Q3 2025
Added 164.29%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
132
shares
|
$8,350
0.01% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
126
shares
|
$7,970
0.0% of portfolio
|
Q3 2022
Reduced 28.0%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
123
shares
|
$7,780
0.0% of portfolio
|
Q3 2025
Reduced 22.15%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
117
shares
|
$7,401
0.0% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
116
shares
|
$7,338
0.0% of portfolio
|
Q3 2025
Reduced 58.12%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
95
shares
|
$6,009
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
89
shares
|
$5,630
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
79
shares
|
$4,997
0.0% of portfolio
|
Q3 2025
Added 243.48%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
78
shares
|
$4,934
0.0% of portfolio
|
Q2 2025
Added 160.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
74
shares
|
$4,681
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
69
shares
|
$4,364
0.0% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
66
shares
|
$4,175
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
62
shares
|
$3,922
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
60
shares
|
$3,795
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
52
shares
|
$3,289
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
42
shares
|
$2,656
0.0% of portfolio
|
Q3 2025
Added 740.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
40
shares
|
$2,530
0.0% of portfolio
|
Q3 2025
Reduced 40.3%
|
|