Purchases and Sales Made in Q4 2025 in Rli Corp (RLI)
This table provides information about the institutional ownership of Rli Corp (RLI) during Q4 2025. The information is specifically focused on institutions that hold shares of RLI CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Nepsis Inc.
|
BUY
|
- |
90K+ 45.16% |
$5.26M - $5.88M
|
289K
$18.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
31K+ 1030.24% |
$1.81M - $2.03M
|
34K
$2.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
7.4KNew |
$432K - $483K
|
7.4K
$468K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
6.1K+ 78.35% |
$356K - $399K
|
13.9K
$878K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.69K+ 336.29% |
$332K - $372K
|
7.38K
$467K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.36KNew |
$313K - $350K
|
5.36K
$339K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.32K+ 70.58% |
$252K - $282K
|
10.4K
$660K
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
4.29KNew |
$251K - $280K
|
4.29K
$271K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.19KNew |
$245K - $274K
|
4.19K
$265K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.13KNew |
$183K - $205K
|
3.13K
$198K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
3.04K+ 50.19% |
$177K - $198K
|
9.08K
$575K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.08K+ 152.27% |
$121K - $136K
|
3.44K
$218K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.77K+ 444.97% |
$103K - $116K
|
2.17K
$137K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 1.8% |
$68K - $76K
|
65.6K
$4.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.14K+ 25.29% |
$66.4K - $74.3K
|
5.63K
$356K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
726New |
$42.4K - $47.4K
|
726
$45.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
667New |
$39K - $43.6K
|
667
$42.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
259+ 72.14% |
$15.1K - $16.9K
|
618
$39.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
201+ 94.37% |
$11.7K - $13.1K
|
414
$26.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
180+ 0.68% |
$10.5K - $11.8K
|
26.5K
$1.67M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
168New |
$9.82K - $11K
|
168
$10.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
61+ 77.22% |
$3.56K - $3.99K
|
140
$8.86K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
53+ 212.0% |
$3.1K - $3.46K
|
78
$4.93K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
44+ 275.0% |
$2.57K - $2.88K
|
60
$3.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
34+ 0.14% |
$1.99K - $2.22K
|
24.4K
$1.54M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
33New |
$1.93K - $2.16K
|
33
$2.09K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32+ 100.0% |
$1.87K - $2.09K
|
64
$4.05K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
22+ 0.61% |
$1.29K - $1.44K
|
3.63K
$230K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 27.27% |
$1.05K - $1.18K
|
84
$5.31K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16+ 47.06% |
$935 - $1.05K
|
50
$3.16K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
9New |
$526 - $588
|
9
$569
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8New |
$467 - $523
|
8
$506
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 80.0% |
$467 - $523
|
18
$1.14K
|
|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7New |
$409 - $457
|
7
$443
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 3.57% |
$58.4 - $65.4
|
29
$1.83K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 7.14% |
$58.4 - $65.4
|
15
$949
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-1- 11.11% |
$58.4 - $65.4
|
8
$506
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 50.0% |
$292 - $327
|
5
$316
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8- 1.0% |
$467 - $523
|
789
$49.9K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-41- 97.62% |
$2.4K - $2.68K
|
1
$63.3
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-182- 4.98% |
$10.6K - $11.9K
|
3.48K
$220K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.78% |
$11.7K - $13.1K
|
25.4K
$1.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-221- 0.83% |
$12.9K - $14.4K
|
26.3K
$1.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-342- 2.84% |
$20K - $22.3K
|
11.7K
$740K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-345- 1.18% |
$20.2K - $22.5K
|
28.8K
$1.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-806- 0.33% |
$47.1K - $52.7K
|
243K
$15.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.05K- 23.52% |
$61.4K - $68.6K
|
3.42K
$216K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.74K- 16.3% |
$102K - $114K
|
8.96K
$567K
|
|
|
Jan 13, 2026
Q4 2025
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.37K- 17.26% |
$197K - $220K
|
16.1K
$1.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.44K- 46.83% |
$259K - $290K
|
5.04K
$319K
|
|