RLI CORP (RLI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
394
Reporting holders
$5.1B
Reported value
93.1%
Of shares outstanding
0.1%
Held as options
+7
Holder change
Institutions report 85,478,074 shares against 91,772,970 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| STATE STREET CORP | $528.3M | 8,943,750 | 0.02% | 31q | HELD |
| BlackRock, Inc. | $492.2M | 8,332,056 | 0.01% | 8q | +3.2%+$15.3M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $398.0M | 6,737,775 | 1.24% | 31q | -3.8%-$15.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $280.6M | 4,750,995 | 0.01% | 2q | -0.9%-$2.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $244.4M | 4,137,133 | 0.01% | 2q | +0.6%+$1.5M |
| WASATCH ADVISORS LP | $214.5M | 3,631,273 | 1.40% | 5q | +40.7%+$62.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $154.4M | 2,614,068 | 0.01% | 31q | +4.8%+$7.1M |
| ARIEL INVESTMENTS, LLC | $148.8M | 2,519,527 | 1.48% | 3q | +188.9%+$97.3M |
| Markel Group Inc. | $141.4M | 2,394,544 | 1.08% | 31q | HELD |
| Invesco Ltd. | $139.3M | 2,358,611 | 0.01% | 31q | +31.7%+$33.5M |
| DIMENSIONAL FUND ADVISORS LP | $109.1M | 1,847,207 | 0.02% | 31q | -3.8%-$4.3M |
| Maren Capital LLC | $107.4M | 1,817,370 | 4.98% | 11q | +1.6%+$1.7M |
| BANK OF MONTREAL /CAN/ | $92.3M | 1,562,840 | 0.03% | 31q | +336.3%+$71.2M |
| MORGAN STANLEY | $86.4M | 1,462,109 | 0.00% | 35q | +11.1%+$8.6M |
| Port Capital LLC | $79.5M | 1,345,839 | 3.24% | 31q | -3.0%-$2.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $68.9M | 1,165,897 | 0.01% | 31q | +3.4%+$2.2M |
| Sixth Street Partners Management Company, L.P. | $68.9M | 1,165,897 | 0.01% | new | NEW |
| ROYCE & ASSOCIATES LP | $67.0M | 1,134,387 | 0.54% | 31q | +31.2%+$15.9M |
| VICTORY CAPITAL MANAGEMENT INC | $63.8M | 1,079,682 | 0.04% | 31q | +33.5%+$16.0M |
| NEUBERGER BERMAN GROUP LLC | $59.0M | 998,267 | 0.04% | 31q | +2854.9%+$57.0M |
| AQR CAPITAL MANAGEMENT LLC | $53.6M | 916,838 | 0.02% | 31q | +25.4%+$10.8M |
| NORTHERN TRUST CORP | $53.5M | 905,105 | 0.01% | 31q | +4.4%+$2.3M |
| JPMORGAN CHASE & CO | $51.9M | 885,547 | 0.00% | 31q | HELD |
| Bragg Financial Advisors, Inc | $50.1M | 848,126 | 1.34% | 31q | +4.6%+$2.2M |
| Polar Capital Holdings Plc | $49.5M | 837,500 | 0.12% | 23q | +21.8%+$8.9M |
| NORGES BANK | $48.9M | 827,253 | 0.00% | 32q | -21.0%-$13.0M |
| Bank of New York Mellon Corp | $46.9M | 793,218 | 0.01% | 31q | -3.7%-$1.8M |
| FIRST TRUST ADVISORS LP | $45.9M | 776,595 | 0.03% | 22q | +12.8%+$5.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $41.9M | 709,876 | 0.02% | 8q | +36.4%+$11.2M |
| WELLS FARGO & COMPANY/MN | $41.7M | 705,393 | 0.01% | 31q | -50.0%-$41.7M |
| RAYMOND JAMES FINANCIAL INC | $41.4M | 701,340 | 0.01% | 7q | +63.3%+$16.1M |
| Global Alpha Capital Management Ltd. | $41.4M | 700,675 | 2.48% | 31q | +19.1%+$6.6M |
| UBS Group AG | $41.3M | 698,653 | 0.01% | 31q | +7.9%+$3.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $37.5M | 634,602 | 0.01% | 2q | +22.8%+$7.0M |
| TWO SIGMA INVESTMENTS, LP | $35.8M | 606,591 | 0.03% | 9q | -35.2%-$19.5M |
| VANGUARD FIDUCIARY TRUST CO | $34.4M | 582,998 | 0.01% | 2q | +2.4%+$791.5K |
| Gotham Asset Management, LLC | $31.8M | 537,759 | 0.07% | 15q | -32.3%-$15.1M |
| CITADEL ADVISORS LLC | $27.0M | 453,929 | 0.00% | 29q | +7.7%+$1.9M |
| ProShare Advisors LLC | $26.8M | 454,459 | 0.04% | 31q | +4.0%+$1.0M |
| Jupiter Topco LLC | $25.6M | 432,621 | 0.01% | new | FIRST |
| BANK OF AMERICA CORP /DE/ | $23.3M | 394,837 | 0.00% | 31q | +39.7%+$6.6M |
| Champlain Investment Partners, LLC | $23.1M | 391,712 | 0.59% | 6q | -15.7%-$4.3M |
| SEI INVESTMENTS CO | $21.6M | 366,239 | 0.02% | 31q | +14.4%+$2.7M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $21.3M | 360,253 | 0.33% | 6q | -5.7%-$1.3M |
| SNYDER CAPITAL MANAGEMENT L P | $20.4M | 346,139 | 0.35% | 31q | -2.6%-$536.8K |
| GOLDMAN SACHS GROUP INC | $18.6M | 314,769 | 0.00% | 31q | +29.6%+$4.3M |
| PRINCIPAL FINANCIAL GROUP INC | $18.3M | 309,901 | 0.01% | 31q | +10.2%+$1.7M |
| Nepsis Inc. | $16.7M | 282,589 | 5.66% | 11q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $15.8M | 267,773 | 0.00% | 31q | HELD |
| RHUMBLINE ADVISERS | $14.7M | 248,482 | 0.01% | 31q | -1.0%-$142.1K |
| AMERIPRISE FINANCIAL INC | $13.8M | 234,195 | 0.00% | 31q | +17.4%+$2.1M |
| PALISADE CAPITAL MANAGEMENT, LP | $13.7M | 231,092 | 0.59% | 31q | -43.2%-$10.4M |
| STIFEL FINANCIAL CORP | $13.5M | 228,443 | 0.01% | 31q | -4.1%-$583.0K |
| EULAV Asset Management | $13.2M | 223,000 | 0.42% | 31q | -46.1%-$11.3M |
| PhiloSmith Capital Corp | $12.9M | 218,992 | 3.51% | 20q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $12.8M | 216,603 | 0.00% | 31q | -2.2%-$293.2K |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $11.2M | 190,050 | 0.11% | 31q | -5.1%-$601.9K |
| Swiss National Bank | $10.1M | 170,600 | 0.01% | 31q | +4.3%+$419.4K |
| Corient Private Wealth LP | $9.9M | 166,986 | 0.01% | 14q | +473.3%+$8.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $9.7M | 163,560 | 0.01% | 31q | -1.3%-$126.9K |
| JONES FINANCIAL COMPANIES LLLP | $9.5M | 165,631 | 0.00% | 11q | -3.5%-$347.1K |
| Retirement Systems of Alabama | $8.7M | 147,589 | 0.03% | 27q | -25.3%-$3.0M |
| Quantinno Capital Management LP | $8.4M | 142,862 | 0.01% | 9q | +33.0%+$2.1M |
| Connor, Clark & Lunn Investment Management Ltd. | $7.8M | 131,446 | 0.01% | 4q | -19.9%-$1.9M |
| Nuveen, LLC | $7.7M | 130,981 | 0.00% | 6q | +11.3%+$784.6K |
| Prospera Financial Services Inc | $7.1M | 120,932 | 0.10% | 9q | -1.7%-$124.0K |
| ALPS ADVISORS INC | $7.1M | 120,786 | 0.03% | 17q | +3.0%+$210.5K |
| Legal & General Group Plc | $7.1M | 119,437 | 0.00% | 31q | +3.0%+$203.1K |
| Creative Planning | $7.0M | 117,938 | 0.00% | 31q | +32.9%+$1.7M |
| LPL Financial LLC | $6.7M | 113,648 | 0.00% | 31q | -10.7%-$808.2K |
| California Public Employees Retirement System | $6.7M | 113,308 | 0.00% | 31q | -43.7%-$5.2M |
| AMERICAN CENTURY COMPANIES INC | $6.5M | 110,304 | 0.00% | 19q | +213.4%+$4.4M |
| ALLIANCEBERNSTEIN L.P. | $6.3M | 110,579 | 0.00% | 31q | +9.1%+$526.5K |
| WINTON GROUP Ltd | $5.8M | 97,598 | 0.19% | new | NEW |
| BENJAMIN EDWARDS INC | $5.7M | 95,925 | 0.05% | 3q | +4.5%+$245.8K |
| Ilex Capital Partners (UK) LLP | $5.6M | 94,201 | 0.11% | new | NEW |
| ROYAL BANK OF CANADA | $5.5M | 92,734 | 0.00% | 31q | +6.5%+$335.5K |
| VestGen Advisors, LLC | $5.1M | 86,120 | 0.15% | 3q | +6.8%+$325.3K |
| Callan Family Office, LLC | $4.8M | 80,856 | 0.09% | 7q | -5.4%-$271.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.8M | 80,763 | 0.00% | 2q | +5.8%+$261.4K |
| DARK FOREST CAPITAL MANAGEMENT LP | $4.6M | 77,071 | 0.29% | new | NEW |
| REGIONS FINANCIAL CORP | $4.5M | 76,990 | 0.03% | 31q | -10.1%-$508.4K |
| Trexquant Investment LP | $4.3M | 72,849 | 0.03% | 5q | -45.3%-$3.6M |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | $4.1M | 70,089 | 3.61% | 7q | -24.5%-$1.3M |
| BARCLAYS PLC | $4.1M | 69,195 | 0.00% | 31q | +53.8%+$1.4M |
| Karani Asset Management LLC | $4.0M | 68,106 | 2.90% | 16q | -13.9%-$646.9K |
| B. Metzler seel. Sohn & Co. AG | $3.9M | 65,363 | 0.03% | 5q | +30.4%+$900.2K |
| ISTHMUS PARTNERS, LLC | $3.9M | 65,211 | 0.37% | 31q | +19.6%+$630.5K |
| Mariner, LLC | $3.8M | 64,524 | 0.00% | 15q | +722.9%+$3.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3.7M | 63,054 | 0.00% | 31q | -0.7%-$25.3K |
| NISA INVESTMENT ADVISORS, LLC | $3.7M | 62,064 | 0.01% | 31q | HELD |
| Wedmont Private Capital | $3.6M | 59,916 | 0.10% | new | NEW |
| ALLSTATE CORP | $3.5M | 59,966 | 0.04% | 2q | +141.8%+$2.1M |
| AGF MANAGEMENT LTD | $3.4M | 56,774 | 0.01% | 14q | -5.1%-$179.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | options only | 0.00% | 29q | OPTIONS |
| Bleakley Financial Group, LLC | $3.2M | 53,993 | 0.04% | new | NEW |
| Louisiana State Employees Retirement System | $3.1M | 53,500 | 0.02% | 31q | +101.1%+$1.6M |
| Man Group plc | $3.1M | 52,569 | 0.00% | 31q | -36.4%-$1.8M |
| &PARTNERS | $3.0M | 50,858 | 0.01% | 9q | +5.6%+$159.4K |
| NATIONAL BANK OF CANADA /FI/ | $2.9M | 49,252 | 0.00% | 19q | +6.5%+$176.5K |
Showing the largest 100 of 425 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 394 | $5.1B | 85,478,074 | 69 | 144 | 114 | 0.1% |
| Q1 2026 | 387 | $4.5B | 78,115,694 | 46 | 131 | 137 | 0.1% |
| Q4 2025 | 400 | $4.8B | 74,271,323 | 58 | 144 | 130 | 0.0% |
| Q3 2025 | 396 | $4.7B | 71,806,275 | 53 | 149 | 111 | 0.0% |
| Q2 2025 | 389 | $5.2B | 71,352,481 | 49 | 155 | 109 | 0.0% |
| Q1 2025 | 385 | $5.6B | 69,790,622 | 46 | 317 | 19 | 0.0% |
| Q4 2024 | 391 | $5.6B | 34,356,513 | 49 | 131 | 102 | 0.0% |
| Q3 2024 | 358 | $5.4B | 34,528,199 | 36 | 120 | 111 | 0.1% |
| Q2 2024 | 350 | $4.9B | 34,527,627 | 50 | 116 | 95 | 0.1% |
| Q1 2024 | 331 | $5.3B | 35,687,754 | 44 | 95 | 110 | 0.1% |
| Q4 2023 | 314 | $4.9B | 36,409,679 | 26 | 83 | 111 | 0.1% |
| Q3 2023 | 310 | $4.7B | 34,259,847 | 27 | 92 | 103 | 0.1% |
| Q2 2023 | 308 | $4.7B | 34,423,423 | 55 | 72 | 109 | 0.1% |
| Q1 2023 | 269 | $4.7B | 35,664,422 | 24 | 90 | 86 | 0.1% |
| Q4 2022 | 250 | $4.1B | 31,549,001 | 38 | 77 | 80 | 0.1% |
| Q3 2022 | 314 | $3.8B | 37,149,832 | 26 | 109 | 102 | 0.1% |
| Q2 2022 | 317 | $4.3B | 37,039,642 | 42 | 96 | 99 | 0.1% |
| Q1 2022 | 307 | $4.1B | 36,666,627 | 37 | 84 | 94 | 0.1% |
| Q4 2021 | 293 | $4.1B | 36,463,532 | 28 | 89 | 74 | 0.1% |
| Q3 2021 | 270 | $3.7B | 36,581,683 | 18 | 81 | 87 | 0.0% |
| Q2 2021 | 281 | $3.8B | 36,514,427 | 34 | 74 | 91 | 0.0% |
| Q1 2021 | 268 | $4.3B | 38,235,125 | 25 | 71 | 92 | 0.0% |
| Q4 2020 | 272 | $4.0B | 38,205,663 | 27 | 72 | 94 | 0.0% |
| Q3 2020 | 269 | $3.2B | 38,464,978 | 34 | 67 | 89 | 0.0% |
| Q2 2020 | 258 | $3.2B | 39,309,577 | 36 | 83 | 81 | 0.0% |
| Q1 2020 | 244 | $3.4B | 38,544,502 | 19 | 82 | 85 | 0.0% |
| Q4 2019 | 264 | $3.5B | 38,700,649 | 44 | 84 | 73 | 0.0% |
| Q3 2019 | 241 | $3.6B | 39,192,707 | 21 | 79 | 59 | 0.0% |
| Q2 2019 | 247 | $3.4B | 39,965,114 | 39 | 72 | 67 | 0.0% |
| Q1 2019 | 232 | $2.9B | 40,215,684 | 20 | 75 | 62 | 0.0% |
| Q4 2018 | 225 | $2.8B | 40,176,483 | 2 | 4 | 2 | 0.0% |