Institutional Ownership Rli Corp (RLI)
This table provides information about the institutional ownership of Rli Corp (RLI). We have compiled data on the 418 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
73
shares
|
$12,848
0.0% of portfolio
|
Q3 2024
Added 17.74%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
71
shares
|
$12,496
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
69
shares
|
$12,144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
66
shares
|
$11,616
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
65
shares
|
$11,440
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
61
shares
|
$10,736
0.0% of portfolio
|
Q3 2024
Added 74.29%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
52
shares
|
$9,152
0.0% of portfolio
|
Q1 2024
Reduced 29.73%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
51
shares
|
$8,976
0.0% of portfolio
|
Q3 2024
Added 34.21%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
39
shares
|
$6,864
0.0% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
38
shares
|
$6,688
0.0% of portfolio
|
Q2 2023
Reduced 25.49%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
37
shares
|
$6,512
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
34
shares
|
$5,984
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
33
shares
|
$5,808
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
31
shares
|
$5,456
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31
shares
|
$5,456
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
30
shares
|
$5,280
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
29
shares
|
$5,104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
25
shares
|
$4,400
0.0% of portfolio
|
Q3 2024
Reduced 94.29%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
22
shares
|
$3,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
17
shares
|
$2,992
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
17
shares
|
$2,992
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16
shares
|
$2,816
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
16
shares
|
$2,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
15
shares
|
$2,640
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
15
shares
|
$2,640
0.0% of portfolio
|
Q1 2024
New holding
|