Institutional Ownership Rli Corp (RLI)
This table provides information about the institutional ownership of Rli Corp (RLI). We have compiled data on the 456 institutions that hold shares in the stock, with a total of 73.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
34
shares
|
$2,280
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
34
shares
|
$2,280
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
32
shares
|
$2,146
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31
shares
|
$2,079
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
29
shares
|
$1,945
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
28
shares
|
$1,877
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
25
shares
|
$1,676
0.0% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
24
shares
|
$1,609
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
24
shares
|
$1,609
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
23
shares
|
$1,542
0.0% of portfolio
|
Q2 2025
Added 187.5%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
21
shares
|
$1,408
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
17
shares
|
$1,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
16
shares
|
$1,073
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
14
shares
|
$938
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
14
shares
|
$938
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
12
shares
|
$804
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
12
shares
|
$804
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
8
shares
|
$536
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
6
shares
|
$402
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
5
shares
|
$335
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5
shares
|
$335
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
5
shares
|
$335
0.0% of portfolio
|
Q2 2025
Reduced 64.29%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$335
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4
shares
|
$268
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4
shares
|
$268
0.0% of portfolio
|
Q2 2025
Added 100.0%
|