Purchases and Sales Made in Q1 2025 in Rli Corp (RLI)
This table provides information about the institutional ownership of Rli Corp (RLI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
872+ 89.07% |
$62.6K - $142K
|
1.85K
$132K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
783+ 94.22% |
$56.2K - $128K
|
1.61K
$115K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
736+ 8.36% |
$52.8K - $120K
|
9.54K
$679K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
722+ 1077.61% |
$51.8K - $118K
|
789
$56.2K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
700+ 100.0% |
$50.2K - $114K
|
1.4K
$99.7K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
700+ 100.0% |
$50.2K - $114K
|
1.4K
$99.7K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
593+ 100.0% |
$42.5K - $96.8K
|
1.19K
$84.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
576+ 309.68% |
$41.3K - $94K
|
762
$54.2K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
569+ 114.49% |
$40.8K - $92.9K
|
1.07K
$75.9K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
562+ 149.47% |
$40.3K - $91.7K
|
938
$66.8K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
502+ 88.54% |
$36K - $81.9K
|
1.07K
$76.1K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
486+ 85.71% |
$34.9K - $79.3K
|
1.05K
$75K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
421+ 132.39% |
$30.2K - $68.7K
|
739
$52.6K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
389+ 100.0% |
$27.9K - $63.5K
|
778
$55.4K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
349+ 149.79% |
$25K - $57K
|
582
$41.4K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
286+ 78.36% |
$20.5K - $46.7K
|
651
$46.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
283+ 100.0% |
$20.3K - $46.2K
|
566
$40.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
240+ 100.0% |
$17.2K - $39.2K
|
480
$34.2K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
230+ 100.0% |
$16.5K - $37.5K
|
460
$32.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
224+ 88.54% |
$16.1K - $36.6K
|
477
$34K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
208+ 100.0% |
$14.9K - $33.9K
|
416
$29.6K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
203+ 100.0% |
$14.6K - $33.1K
|
406
$28.9K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
198+ 100.0% |
$14.2K - $32.3K
|
396
$28.2K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
192+ 56.8% |
$13.8K - $31.3K
|
530
$37.7K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
188+ 940.0% |
$13.5K - $30.7K
|
208
$14.8K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
186New |
$13.3K - $30.4K
|
186
$13.2K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
180+ 268.66% |
$12.9K - $29.4K
|
247
$17.6K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
176New |
$12.6K - $28.7K
|
176
$12.5K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
173New |
$12.4K - $28.2K
|
173
$12.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
168New |
$12.1K - $27.4K
|
168
$12K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
139+ 100.72% |
$9.97K - $22.7K
|
277
$19.7K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
139+ 2.38% |
$9.97K - $22.7K
|
5.98K
$425K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
133+ 100.0% |
$9.54K - $21.7K
|
266
$18.9K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
128+ 120.75% |
$9.18K - $20.9K
|
234
$16.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
126+ 100.0% |
$9.04K - $20.6K
|
252
$17.9K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
125+ 100.0% |
$8.97K - $20.4K
|
250
$17.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
119+ 100.85% |
$8.54K - $19.4K
|
237
$16.9K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
116+ 2320.0% |
$8.32K - $18.9K
|
121
$8.61K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
109+ 16.27% |
$7.82K - $17.8K
|
779
$55.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
99New |
$7.1K - $16.2K
|
99
$7.05K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
95New |
$6.82K - $15.5K
|
95
$6.76K
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
92+ 100.0% |
$6.6K - $15K
|
184
$13.1K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
90+ 264.71% |
$6.46K - $14.7K
|
124
$8.83K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
86+ 95.56% |
$6.17K - $14K
|
176
$12.5K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84+ 88.42% |
$6.03K - $13.7K
|
179
$12.7K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
77+ 100.0% |
$5.52K - $12.6K
|
154
$11K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
74+ 36.63% |
$5.31K - $12.1K
|
276
$19.6K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
72+ 100.0% |
$5.17K - $11.8K
|
144
$10.3K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
71+ 56.8% |
$5.09K - $11.6K
|
196
$14K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
66+ 100.0% |
$4.74K - $10.8K
|
132
$9.4K
|