Institutional Ownership Rli Corp (RLI)
This table provides information about the institutional ownership of Rli Corp (RLI). We have compiled data on the 464 institutions that hold shares in the stock, with a total of 71.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
52
shares
|
$3,289
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
40
shares
|
$2,530
0.0% of portfolio
|
Q3 2025
Reduced 40.3%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
38
shares
|
$2,403
0.0% of portfolio
|
Q2 2023
Reduced 25.49%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
37
shares
|
$2,340
0.0% of portfolio
|
Q1 2025
Added 105.56%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
34
shares
|
$2,150
0.0% of portfolio
|
Q3 2025
Reduced 54.67%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
34
shares
|
$2,150
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
34
shares
|
$2,150
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
32
shares
|
$2,024
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
32
shares
|
$2,024
0.0% of portfolio
|
Q3 2025
Added 128.57%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31
shares
|
$1,961
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
28
shares
|
$1,771
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
25
shares
|
$1,581
0.0% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
25
shares
|
$1,581
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
24
shares
|
$1,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
20
shares
|
$1,265
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
18
shares
|
$1,138
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
15
shares
|
$948
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
15
shares
|
$948
0.0% of portfolio
|
Q4 2025
Added 7.14%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
14
shares
|
$885
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
10
shares
|
$632
0.0% of portfolio
|
Q3 2025
Added 900.0%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
10
shares
|
$632
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
10
shares
|
$632
0.0% of portfolio
|
Q3 2025
Reduced 95.67%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
9
shares
|
$569
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
8
shares
|
$506
0.0% of portfolio
|
Q4 2025
Reduced 11.11%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
8
shares
|
$506
0.0% of portfolio
|
Q4 2025
New holding
|
|