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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
34
shares
|
$2,150
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
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
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
32
shares
|
$2,024
0.0% of portfolio
|
Q3 2025
Added 128.57%
|
|
|
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%
|
|
|
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%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
25
shares
|
$1,581
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
25
shares
|
$1,581
0.0% of portfolio
|
Q3 2025
Reduced 34.21%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
25
shares
|
$1,581
0.0% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
24
shares
|
$1,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
22
shares
|
$1,391
0.0% of portfolio
|
Q3 2025
Reduced 92.03%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 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
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
16
shares
|
$1,012
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
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 |
Oct 14, 2025 Q3 2025 |
14
shares
|
$885
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
14
shares
|
$885
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
10
shares
|
$632
0.0% of portfolio
|
Q3 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%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
10
shares
|
$632
0.0% of portfolio
|
Q3 2025
Reduced 95.67%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
9
shares
|
$569
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
6
shares
|
$379
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|