RliRLI

13F holders, Q2 2024 (June 30)
393holders +19
52new positions
33sold out
10famous investors
$140.72avg. 13F price*

At the end of Q2 2024, 393 institutions reported holding Rli Corp. (RLI) in their 13F filings, up 19 from Q1 2024. 52 opened new positions and 33 sold out. The largest holders were Vanguard Group Inc. ($638.9M), State Street Corp. ($609.9M) and BlackRock Inc. ($509.5M). 10 famous investors held it, including Tom Gayner (1.7% of Markel Group's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Rli Corp.
CUSIP
749607107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 374Q1 2024Q2 2024: 393Q2 2024Q3 2024: 398Q3 2024Q4 2024: 433Q4 2024Q1 2025: 422Q1 2025Q2 2025: 430Q2 2025Q3 2025: 433Q3 2025Q4 2025: 437Q4 2025Q1 2026: 422Q1 2026Q2 2026: 424Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions52$42.6M
Exits33$25.0M

All 13F filers, Q1 2024 → Q2 2024: 1,295,159 shares bought and 944,165 shares sold, net +350,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 393 holders

Vanguard Group Inc. 0.01% Add +0.2% 4,541,037 $638.9M
State Street Corp. 0.03% Reduce -1.0% 4,335,083 $609.9M
BlackRock Inc. 0.01% Add +1.0% 3,621,482 $509.5M
Kayne Anderson Rudnick Investment Management LLC 0.84% Add +0.2% 2,438,728 $343.1M
Neuberger Berman Group LLC 0.15% Reduce -1.8% 1,314,048 $184.9M
Markel Group 1.66% No change 1,197,272 $168.4M
Dimensional Fund Advisors LP 0.03% Add +2.7% 931,454 $131.0M
Geode Capital Management, LLC 0.01% Add +7.3% 857,776 $121.2M
Thrivent Financial for Lutherans 0.23% Reduce -0.7% 809,389 $113.9M
JPMorgan Chase & Co. 0.01% Reduce -10.0% 782,614 $110.1M
Port Capital LLC 5.33% Add +0.9% 756,788 $106.5M
Invesco Ltd. 0.02% Add +3.3% 732,985 $103.1M
Morgan Stanley 0.01% Add +0.1% 672,541 $94.6M
Maren Capital LLC 8.78% Add +5.7% 646,789 $91.0M
Van Berkom & Associates Inc. 2.34% Add +1.5% 556,764 $78.3M
T. Rowe Price Investment Management, Inc. 0.05% Add +4.3% 528,624 $74.4M
Alliancebernstein L.P. 0.03% Reduce -9.3% 508,966 $71.6M
Norges Bank 0.01% Add +1.6% 446,236 $62.8M
Charles Schwab Investment Management Inc. 0.01% Add +2.2% 437,802 $61.6M
Bank of New York Mellon Corp 0.01% Add +0.5% 428,331 $60.3M
Northern Trust Corp. 0.01% Add +7.7% 383,878 $54.0M
Wells Fargo & Company 0.01% Reduce -7.0% 336,264 $47.3M
Palisade Capital Management, LP 1.35% Reduce -0.6% 312,195 $43.9M
Snyder Capital Management L P 0.91% Reduce -8.8% 288,619 $40.6M
T. Rowe Price Associates Inc. 0.00% Add +4.3% 276,808 $38.9M
Polar Capital Holdings Plc 0.22% No change 260,000 $36.6M
Jacobs Levy Equity Management, Inc. 0.14% Add +16.1% 241,459 $34.0M
Global Alpha Capital Management Ltd. 2.45% Add +3.1% 238,688 $33.6M
ProShare Advisors LLC 0.08% Add +4.1% 214,265 $30.1M
EULAV Asset Management 0.79% No change 207,000 $29.1M
California Public Employees Retirement System 0.02% Reduce -3.0% 206,556 $29.1M
Janus Henderson Group PLC 0.02% Reduce -0.3% 206,383 $29.0M
Ameriprise Financial Inc. 0.01% Reduce -0.0% 174,496 $24.5M
Bragg Financial Advisors, Inc 1.10% Add +0.4% 174,446 $24.5M
D. E. Shaw & Co. 0.03% Add +18.1% 161,880 $22.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +89.2% 161,119 $22.7M
Millennium Management 0.02% Reduce -8.3% 159,099 $22.4M
Susquehanna Portfolio Strategies, LLC 0.88% Reduce -2.2% 151,228 $21.3M
Principal Financial Group Inc. 0.01% Reduce -8.8% 147,536 $20.8M
Vaughan David Investments LLC 0.52% Add +0.1% 147,141 $20.7M
Natixis Advisors, LLC 0.04% Add +1.0% 134,140 $18.9M
Victory Capital Management Inc. 0.02% Add +1.5% 133,747 $18.8M
New York State Common Retirement Fund 0.02% Add +1.2% 125,588 $17.7M
Rhumbline Advisers 0.02% Reduce -2.0% 121,414 $17.1M
Empower Advisory Group, LLC 0.06% Reduce -1.1% 118,543 $16.7M
Royce & Associates LP 0.15% Reduce -20.3% 114,370 $16.1M
Retirement Systems of Alabama 0.06% Reduce -0.7% 111,247 $15.7M
Nepsis Inc. 3.95% Add +13.9% 104,216 $14.7M
American Century Companies Inc. 0.01% Add +25.3% 103,139 $14.5M
Point72 Asset Management 0.05% Reduce -20.7% 102,890 $14.5M
PhiloSmith Capital Corp 3.96% No change 100,146 $14.1M
Federated Hermes, Inc. 0.03% Reduce -2.9% 99,560 $14.0M
Los Angeles Capital Management LLC 0.05% Add +1.9% 92,746 $13.0M
Qube Research & Technologies Ltd 0.02% Add +154.8% 92,542 $13.0M
Goldman Sachs Group Inc. 0.00% Add +3.6% 85,148 $12.0M
Nuveen Asset Management, LLC 0.00% Reduce -7.7% 83,808 $11.8M
Whittier Trust Co. 0.17% Add +5.2% 83,745 $11.8M
Bank of America Corp. 0.00% Add +19.7% 82,449 $11.6M
Prospera Financial Services Inc 0.32% New 80,875 $11.4M
Swiss National Bank 0.01% Reduce -0.1% 80,800 $11.4M
Legal & General Group Plc 0.00% Reduce -12.4% 79,764 $11.2M
2Xideas AG 1.33% New 75,903 $10.7M
Envestnet Asset Management Inc. 0.00% Add +12.9% 74,613 $10.5M
Tudor Investment Corporation 0.12% Add +10.7% 74,311 $10.5M
Raymond James & Associates 0.01% Add +0.9% 71,442 $10.1M
Citadel Advisors 0.01% Add +7.5% 66,425 $9.3M
Voloridge Investment Management, LLC 0.03% Add +241.2% 66,063 $9.3M
Eventide Asset Management, LLC 0.15% Add +79.6% 62,623 $8.8M
Moran Wealth Management, LLC 0.28% Add +3.6% 59,403 $8.4M
Alps Advisors Inc. 0.06% Add +15.7% 57,588 $8.1M
New York State Teachers Retirement System 0.02% Reduce -2.5% 57,208 $8.0M
UBS Group AG 0.00% Add +27.9% 56,809 $8.0M
Man Group plc 0.02% Reduce -11.2% 55,653 $7.8M
Corebridge Financial, Inc. 0.04% — 50,919 $7.2M
Stifel Financial Corp. 0.01% Reduce -2.0% 49,428 $7.0M
Trexquant Investment LP 0.11% Add +1571.5% 49,293 $6.9M
First Trust Advisors LP 0.01% Add +84.6% 48,263 $6.8M
Public Employees Retirement System of Ohio 0.03% Reduce -1.7% 46,800 $6.6M
AQR Capital Management 0.01% Reduce -26.0% 43,907 $6.2M
Whittier Trust Co. of Nevada Inc. 0.17% Add +3.9% 43,496 $6.1M
GW&K Investment Management, LLC 0.05% Add +15.8% 41,265 $5.8M
California State Teachers Retirement System 0.01% Reduce -1.9% 40,242 $5.7M
Russell Investments Group, Ltd. 0.01% Reduce -7.2% 38,669 $5.4M
Edgestream Partners, L.P. 0.26% Add +15.5% 38,584 $5.4M
Sei Investments Co. 0.01% Add +27.3% 38,152 $5.4M
Allianz Asset Management GmbH 0.01% Add +7.2% 37,598 $5.3M
State of Wisconsin Investment Board 0.01% Reduce -5.3% 37,016 $5.2M
Baird Financial Group, Inc. 0.01% Add +5.0% 36,951 $5.2M
Raymond James Financial Services Advisors, Inc. 0.01% Add +0.1% 35,964 $5.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.5% 35,533 $5.0M
Cubist Systematic Strategies, LLC 0.08% Add +2611.1% 34,838 $4.9M
Jane Street Group, LLC 0.01% Add +655.6% 34,556 $4.9M
Gotham Asset Management 0.06% Add +58.6% 34,366 $4.8M
Nisa Investment Advisors, LLC 0.03% Reduce -1.1% 32,635 $4.6M
Commonwealth Equity Services, LLC 0.01% Add +0.0% 32,553 $4.6M
LPL Financial LLC 0.00% Reduce -28.2% 31,941 $4.5M
Panagora Asset Management Inc. 0.02% Reduce -13.2% 31,333 $4.4M
Teacher Retirement System of Texas 0.02% Add +96.7% 30,541 $4.3M
State of Tennessee, Department of Treasury 0.01% Reduce -11.7% 28,388 $4.0M
CANADA LIFE ASSURANCE Co 0.01% Add +8.5% 28,011 $3.9M
Isthmus Partners, LLC 0.46% Add +0.2% 27,735 $3.9M
Royal Bank of Canada 0.00% Reduce -2.2% 27,480 $3.9M
Regions Financial Corp. 0.03% Reduce -0.5% 26,284 $3.7M
Schonfeld Strategic Advisors LLC 0.03% Reduce -48.2% 25,990 $3.7M
LRT Capital Management, LLC 3.40% Reduce -14.3% 25,693 $3.6M
CIBC Private Wealth Group LLC 0.01% No change 25,476 $3.5M
Vident Advisory, LLC 0.10% Add +1.3% 25,070 $3.5M
Barclays PLC 0.00% Reduce -38.2% 24,399 $3.4M
Mutual of America Capital Management LLC 0.04% Reduce -3.8% 23,033 $3.2M
HighTower Advisors, LLC 0.01% Add +0.7% 22,921 $3.2M
Amalgamated Bank 0.03% Reduce -7.1% 22,513 $3.2M
Bruce & Co., Inc. 1.05% Add +1020.0% 22,400 $3.2M
Alaska Permanent Fund Corp 0.05% Add +2.0% 20,738 $3.1M
Renaissance Technologies 0.01% New 21,700 $3.1M
MetLife Investment Management, LLC 0.02% Reduce -5.0% 21,319 $3.0M
Comerica Bank 0.01% Reduce -5.9% 20,188 $2.8M
BNP Paribas Financial Markets 0.00% Add +69.7% 19,762 $2.8M
Van Eck Associates Corp. 0.00% Add +3.2% 19,495 $2.7M
Royal London Asset Management Ltd. 0.01% No change 18,425 $2.6M
Creative Planning 0.00% Add +3.4% 18,142 $2.6M
ExodusPoint Capital Management, LP 0.03% Reduce -33.3% 18,082 $2.5M
Treasurer of the State of North Carolina 0.01% Add +0.3% 18,023 $2.5M
M&T Bank Corp 0.01% Reduce -1.4% 17,226 $2.4M
Yousif Capital Management, LLC 0.03% Reduce -7.5% 17,184 $2.4M
Ensign Peak Advisors, Inc 0.00% Reduce -23.9% 17,039 $2.4M
Independent Advisor Alliance 0.08% Add +4.3% 16,872 $2.4M
Corient Private Wealth LP 0.00% Add +0.1% 16,744 $2.4M
Gsa Capital Partners LLP 0.16% Add +96.4% 16,561 $2.3M
Rockefeller Capital Management L.P. 0.01% Reduce -41.9% 16,171 $2.3M
Agf Management Ltd. 0.01% Add +3.5% 16,100 $2.3M
National Bank of Canada 0.00% Reduce -14.9% 16,115 $2.3M
Holocene Advisors, LP 0.01% Reduce -34.6% 15,825 $2.2M
Benedict Financial Advisors Inc. 0.56% Reduce -1.2% 15,763 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 15,529 $2.2M
Alberta Investment Management Corp 0.02% Add +56.2% 15,489 $2.2M
Prudential Financial Inc. 0.00% Reduce -9.8% 14,943 $2.1M
Algert Global LLC 0.07% Add +38.7% 14,842 $2.1M
DekaBank Deutsche Girozentrale 0.00% No change 14,823 $2.1M
Quantbot Technologies LP 0.10% Add +10293.5% 14,447 $2.0M
Jump Financial, LLC 0.04% Add +84.1% 14,339 $2.0M
DAVENPORT & Co LLC 0.01% Reduce -0.0% 13,921 $2.0M
Engineers Gate Manager LP 0.04% New 13,883 $2.0M
State Board of Administration of Florida Retirement System 0.00% Reduce -8.1% 13,340 $1.9M
Lighthouse Investment Partners, LLC 0.10% New 13,247 $1.9M
Teachers Retirement System of the State of Kentucky 0.02% No change 13,226 $1.9M
Coldstream Capital Management Inc. 0.04% Add +3.5% 13,078 $1.8M
Chatham Capital Group, Inc. 0.31% Reduce -1.3% 12,787 $1.8M
NewEdge Wealth, LLC 0.04% Reduce -0.6% 12,619 $1.8M
Vestmark Advisory Solutions, Inc. 0.07% Reduce -0.2% 12,567 $1.8M
QSV Equity Investors LLC 1.83% Reduce -0.6% 12,471 $1.8M
TD Asset Management Inc 0.00% Add +12.8% 12,186 $1.7M
Schroder Investment Management Group 0.00% Reduce -54.4% 12,150 $1.7M
Martingale Asset Management L P 0.04% No change 11,932 $1.7M
Squarepoint Ops LLC 0.01% Add +47.4% 11,697 $1.6M
Arizona State Retirement System 0.01% Add +2.0% 11,514 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -1.7% 11,400 $1.6M
Y-Intercept (Hong Kong) Ltd 0.08% Add +164.1% 10,515 $1.5M
Cetera Investment Advisers 0.00% Reduce -0.2% 9,859 $1.4M
Illinois Municipal Retirement Fund 0.02% Add +49.6% 9,763 $1.4M
State of Michigan Retirement System 0.01% Reduce -1.0% 9,716 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +2.1% 9,485 $1.3M
Redmond Asset Management, LLC 0.43% Reduce -8.0% 9,312 $1.3M
Laurus Global Equity Management Inc. 0.53% New 6,710 $1.3M
Federation des caisses Desjardins du Quebec 0.01% No change 9,182 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 8,978 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.4% 8,916 $1.3M
Quadrature Capital Ltd 0.02% Reduce -12.5% 8,652 $1.2M
Atria Investments, Inc 0.02% New 8,645 $1.2M
HSBC Holdings PLC 0.00% Add +117.7% 8,571 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -3.5% 8,556 $1.2M
Pacer Advisors, Inc. 0.00% Add +8.8% 8,508 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -15.7% 8,404 $1.2M
New Mexico Educational Retirement Board 0.04% No change 8,300 $1.2M
Voya Investment Management LLC 0.00% Reduce -5.2% 8,044 $1.1M
Van Hulzen Asset Management, LLC 0.08% Add +6.7% 8,022 $1.1M
Brevan Howard Capital Management LP 0.07% Add +160.0% 7,823 $1.1M
Brown Brothers Harriman & Co. 0.01% No change 7,813 $1.1M
Argent Capital Management LLC 0.03% Add +47.1% 7,544 $1.1M
HRT Financial LP 0.01% New 7,399 $1.0M
Resona Asset Management Co.,Ltd. 0.01% Reduce -5.4% 7,385 $1.0M
Intech Investment Management LLC 0.01% Add +65.0% 7,373 $1.0M
Handelsbanken Fonder AB 0.00% No change 7,330 $1.0M
Pathstone Holdings, LLC 0.00% Add +8.5% 7,216 $1.0M
Dynamic Technology Lab Private Ltd 0.11% Add +275.8% 7,020 $988K
Citigroup Inc. 0.00% Reduce -28.3% 6,940 $976K
Savant Capital, LLC 0.01% Reduce -2.8% 6,889 $969K
Bridges Investment Management Inc. 0.01% New 6,778 $954K
Ausdal Financial Partners, Inc. 0.10% Add +0.1% 6,681 $940K
PNC Financial Services Group, Inc. 0.00% Add +2.4% 6,644 $935K
Creekmur Asset Management LLC 0.24% Reduce -0.4% 6,616 $931K
Brown Advisory Inc. 0.00% No change 6,604 $929K
FMR LLC 0.00% Add +4.1% 6,347 $893K
AlphaQuest LLC 0.12% Add +442.1% 6,342 $892K
State of Alaska, Department of Revenue 0.01% No change 6,325 $889K
Avior Wealth Management, LLC 0.03% No change 5,721 $805K
Klein Pavlis & Peasley Financial, Inc. 0.71% Add +7.5% 5,689 $800K
Two Sigma Investments, LP 0.00% New 5,601 $788K
Bank of Montreal 0.00% Reduce -51.4% 5,432 $775K
Mad River Investors 0.52% No change 5,500 $774K
Sanctuary Advisors, LLC 0.01% — 5,343 $770K
Entropy Technologies, LP 0.08% Add +238.4% 5,387 $758K
&partners 0.03% New 5,356 $753K
QRG Capital Management, Inc. 0.01% Add +2.8% 5,307 $747K
Pictet Asset Management Holding SA 0.00% Reduce -1.8% 5,287 $744K
Vanguard Personalized Indexing Management, LLC 0.01% Add +10.1% 5,148 $724K
Balyasny Asset Management L.P. 0.00% Reduce -97.3% 5,082 $715K
Resonant Capital Advisors, LLC 0.05% Add +7.3% 4,761 $670K
Public Employees Retirement Association of Colorado 0.00% Reduce -5.4% 4,723 $664K
Mariner, LLC 0.00% Add +11.8% 4,649 $654K
Oak Thistle LLC 0.48% Add +46.2% 4,604 $648K
Xponance LLC 0.01% Reduce -18.5% 4,555 $641K
Petrus Trust Company, LTA 0.06% New 4,467 $628K
SkyView Investment Advisors, LLC 0.11% Add +0.9% 4,442 $625K
Exchange Traded Concepts, LLC 0.02% Add +4.9% 4,418 $622K
Aquatic Capital Management LLC 0.02% Add +175.0% 4,400 $619K
Lecap Asset Management Ltd. 0.13% Add +1.0% 4,381 $616K
O'shaughnessy Asset Management, LLC 0.01% Add +11.2% 4,373 $615K
Mackenzie Financial Corp. 0.00% Reduce -5.0% 4,311 $607K
Commerce Bank 0.00% Reduce -3.6% 4,259 $599K
Truist Financial Corp. 0.00% Reduce -38.9% 4,124 $580K
Jefferies Financial Group Inc. 0.01% New 4,041 $569K
Virtus Investment Advisers, LLC 0.50% No change 3,933 $553K
Erste Asset Management GmbH 0.01% Add +1.4% 3,855 $540K
Cwm, LLC 0.00% Add +0.2% 3,749 $527K
Deutsche Bank AG 0.00% Reduce -4.4% 3,740 $526K
Boothbay Fund Management, LLC 0.02% Add +32.3% 3,675 $517K
OneDigital Investment Advisors LLC 0.01% Add +1.9% 3,628 $510K
XTX Topco Ltd 0.04% New 3,625 $510K
Heritage Wealth Advisors 0.02% No change 3,500 $492K
Old National Bancorp 0.01% No change 3,259 $459K
Securian Asset Management, Inc. 0.01% Reduce -3.0% 3,198 $450K
Maryland State Retirement & Pension System 0.01% No change 3,178 $447K
Point72 (DIFC) Ltd 0.04% New 3,096 $436K
Beacon Pointe Advisors, LLC 0.01% Reduce -4.5% 3,094 $435K
Capula Management Ltd 0.00% Add +53.6% 3,009 $423K
Walled Lake Planning & Wealth Management, LLC 0.17% No change 3,001 $422K
Shay Capital LLC 0.12% Reduce -70.0% 3,000 $422K
Caprock Group, LLC 0.02% Reduce -0.1% 2,980 $419K
Aviva PLC 0.00% New 2,923 $411K
State of Wyoming 0.07% Add +78.7% 2,899 $408K
Appleton Partners Inc. 0.03% Reduce -6.6% 2,850 $401K
Crossmark Global Holdings, Inc. 0.01% Reduce -15.7% 2,786 $392K
Argonautica Private Wealth Management, Inc. 0.13% Add +5.1% 2,762 $389K
Robeco Institutional Asset Management B.V. 0.00% New 2,700 $380K
Mgo One Seven LLC 0.02% Reduce -15.7% 2,692 $379K
Verition Fund Management LLC 0.00% Add +10.0% 2,667 $375K
Cynosure Group, LLC 0.06% Add +24.9% 2,659 $374K
Busey Bank 0.01% No change 2,650 $373K
Susquehanna International Group, LLP 0.00% Reduce -36.3% 2,628 $370K
Aigen Investment Management, LP 0.07% New 2,601 $366K
Versor Investments LP 0.07% New 2,600 $366K
Wesbanco Bank Inc. 0.01% No change 2,528 $356K
ARS Wealth Advisors Group, LLC 0.05% Reduce -9.9% 2,511 $353K
Quantum Private Wealth, LLC 0.13% No change 2,507 $353K
Inspire Investing, LLC 0.04% Add +3.8% 2,502 $352K
First Foundation Advisors 0.01% No change 2,471 $348K
Madison Asset Management, LLC 0.00% No change 2,468 $347K
Bank of Nova Scotia 0.00% Add +5.9% 2,457 $346K
Choreo, LLC 0.01% New 2,455 $345K
Somerset Trust Co 0.14% Reduce -0.1% 2,376 $334K
Captrust Financial Advisors 0.00% Reduce -45.2% 2,349 $330K
Twinbeech Capital LP 0.01% New 2,315 $326K
B. Riley Wealth Advisors, Inc. 0.01% Add +21.0% 2,309 $325K
Lazard Asset Management LLC 0.00% Add +152.0% 2,223 $312K
Utah Retirement Systems 0.00% No change 2,200 $310K
MML Investors Services, LLC 0.00% Add +11.9% 2,174 $306K
Glenmede Trust Co. NA 0.00% Add +5.8% 2,136 $301K
Apollon Wealth Management, LLC 0.01% Add +6.8% 2,105 $296K
Alpha DNA Investment Management LLC 0.17% Add +28.6% 2,101 $296K
US Bancorp \de 0.00% Add +7.4% 2,101 $296K
MQS Management LLC 0.18% New 2,079 $292K
Traynor Capital Management, Inc. 0.02% Reduce -17.8% 2,000 $281K
Pecaut & Co. 0.11% No change 1,991 $280K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.2% 1,931 $272K
Pure Financial Advisors, LLC 0.01% No change 1,906 $268K
Systematic Portfolios LLC 1.86% New 1,900 $267K
Focus Financial Network, Inc. 0.01% No change 1,862 $267K
Jacobi Capital Management LLC 0.02% No change 1,894 $266K
Synovus Financial Corp. 0.00% New 1,892 $266K
Bridgewater Associates 0.00% New 1,892 $266K
Cresset Asset Management, LLC 0.00% Reduce -1.9% 1,882 $265K
Investment Advisory Group, LLC 0.10% No change 1,854 $261K
Curated Wealth Partners LLC 0.04% — 1,853 $261K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.1% 1,841 $259K
Quantinno Capital Management LP 0.00% New 1,839 $259K
SkyOak Wealth, LLC 0.06% Reduce -4.4% 1,837 $258K
Graham Capital Management, L.P. 0.02% New 1,744 $245K
Compound Planning, Inc. 0.02% New 1,733 $244K
Marshall Wace, LLP 0.00% New 1,731 $244K
Brookstone Capital Management 0.00% Add +0.2% 1,697 $243K
Blair William & Co. 0.00% No change 1,708 $240K
Cozad Asset Management Inc. 0.02% No change 1,704 $240K
D.A. Davidson & Co. 0.00% No change 1,676 $236K
Shelton Capital Management 0.01% Reduce -6.8% 1,636 $230K
Mercer Global Advisors Inc. 0.00% Add +5.8% 1,633 $230K
Ibex Wealth Advisors 0.04% New 1,600 $225K
Tower Research Capital LLC (TRC) 0.00% Reduce -43.0% 1,598 $225K
Fox Run Management, L.L.C. 0.04% New 1,578 $222K
Kestra Advisory Services, LLC 0.00% Add +4.4% 1,533 $216K
Kolinsky Wealth Management, LLC 0.15% Add +0.1% 1,498 $211K
Greenleaf Trust 0.00% Add +0.6% 1,441 $203K
CI Investments Inc. 0.00% Add +2.8% 1,232 $173K
Vestcor Inc 0.01% No change 1,215 $171K
Beaird Harris Wealth Management, LLC 0.02% No change 1,178 $166K
Harbor Capital Advisors, Inc. 0.01% Reduce -1.6% 1,159 $163K
Private Trust Co. NA 0.02% No change 1,120 $158K
SG Americas Securities, LLC 0.00% New 1,075 $151K
KBC Group NV 0.00% Add +15.8% 1,050 $148K
Clearstead Advisors, LLC 0.00% New 1,022 $144K
Point72 Asia (Singapore) Pte. Ltd. 0.03% New 1,002 $141K
Huntington National Bank 0.00% Reduce -24.9% 999 $141K
Blue Trust, Inc. 0.00% Add +239.3% 906 $135K
Duncker Streett & Co. Inc. 0.03% No change 954 $134K
Quarry LP 0.06% Add +150.4% 929 $131K
nVerses Capital, LLC 0.07% New 800 $113K
First Community Trust NA 0.08% No change 700 $98K
Country Trust Bank 0.00% No change 700 $98K
Osaic Holdings, Inc. 0.00% Reduce -28.2% 694 $98K
Guardian Wealth Management, Inc. 0.06% No change 597 $84K
Allworth Financial LP 0.00% Add +119.6% 593 $83K
Benjamin F. Edwards & Company, Inc. 0.00% Add +85.3% 569 $80K
Parallel Advisors, LLC 0.00% Add +18.4% 553 $78K
GAMMA Investing LLC 0.01% Add +50.5% 551 $78K
Ridgewood Investments LLC 0.04% Reduce -68.1% 540 $76K
HM Payson & Co. 0.00% No change 533 $75K
Signaturefd, LLC 0.00% Add +2.0% 511 $72K
Venturi Wealth Management, LLC 0.00% New 438 $62K
Jones Financial Companies LLLP 0.00% Reduce -18.2% 387 $54K
Advisors Asset Management, Inc. 0.00% Reduce -33.9% 363 $51K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -17.7% 363 $51K
Farther Finance Advisors, LLC 0.00% Add +9666.7% 293 $41K
Fifth Third Bancorp 0.00% Add +21.8% 285 $40K
ORG Partners LLC 0.01% New 283 $40K
EverSource Wealth Advisors, LLC 0.00% Add +45.6% 246 $37K
American National Bank & Trust 0.00% New 248 $35K
Compass Wealth Management LLC 0.01% No change 240 $34K
Arax Advisory Partners 0.00% Add +1275.0% 220 $31K
Eagle Bay Advisors LLC 0.02% No change 200 $28K
Park Place Capital Corp 0.01% No change 182 $26K
Creative Financial Designs Inc. 0.00% Reduce -1.6% 179 $25K
LGT Financial Advisors LLC 0.05% No change 179 $25K
IFP Advisors, Inc 0.00% New 156 $22K
Global Retirement Partners, LLC 0.00% Add +0.7% 146 $21K
Ashton Thomas Private Wealth, LLC 0.00% New 140 $20K
CNB Bank 0.01% No change 132 $19K
Nomura Asset Management Co. Ltd. 0.00% No change 130 $18K
Principal Securities, Inc. 0.00% Reduce -3.7% 129 $18K
Smithfield Trust Co 0.00% No change 125 $18K
Bartlett & Co. Wealth Management LLC 0.00% No change 126 $18K
SJS Investment Consulting Inc. 0.00% No change 123 $17K
Rise Advisors, LLC 0.01% No change 121 $17K
Quadrant Capital Group LLC 0.00% Add +64.6% 107 $15K
Covestor Ltd 0.01% No change 96 $14K
Intelligent Financial Strategies 0.01% Reduce -69.3% 92 $13K
Opal Wealth Advisors, LLC 0.00% New 91 $13K
Headlands Technologies LLC 0.00% New 88 $12K
Financial Network Wealth Advisors LLC 0.01% New 86 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Add +6.2% 86 $12K
Versant Capital Management, Inc 0.00% Reduce -7.7% 84 $12K
Parkside Financial Bank & Trust 0.00% Add +52.3% 67 $9K
SRH Advisors, LLC 0.00% No change 66 $9K
TD Waterhouse Canada Inc. 0.00% No change 65 $9K
Bessemer Group Inc. 0.00% No change 62 $9K
Larson Financial Group LLC 0.00% No change 52 $7K
EntryPoint Capital, LLC 0.00% New 43 $6K
Lindbrook Capital, LLC 0.00% Reduce -36.9% 41 $6K
Institutional & Family Asset Management, LLC 0.00% No change 38 $5K
Quent Capital, LLC 0.00% No change 38 $5K
C M Bidwell & Associates Ltd. 0.00% No change 37 $5K
Smartleaf Asset Management LLC 0.00% New 35 $5K
JFS Wealth Advisors, LLC 0.00% No change 32 $5K
Bogart Wealth, LLC 0.00% No change 31 $4K
Plante Moran Financial Advisors, LLC 0.00% No change 30 $4K
Geneos Wealth Management Inc. 0.00% No change 30 $4K
UMB Bank, n.a. 0.00% Add +127.3% 25 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 23 $3K
VitalStone Financial, LLC 0.00% New 21 $3K
Private Wealth Management Group, LLC 0.00% New 17 $2K
Farmers & Merchants Investments Inc. 0.00% No change 17 $2K
NewEdge Advisors, LLC 0.00% No change 16 $2K
Innealta Capital, LLC 0.00% New 15 $2K
Westside Investment Management, Inc. 0.00% New 15 $2K
LRI Investments, LLC 0.00% No change 15 $2K
FSC Wealth Advisors, LLC 0.00% New 12 $2K
Coppell Advisory Solutions LLC 0.00% — 12 $2K
Triad Wealth Partners, LLC 0.00% New 10 $1K
Financial Management Professionals, Inc. 0.00% No change 7 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +16.7% 7 $985
First Horizon Advisors, Inc. 0.00% No change 5 $703
Assetmark, Inc. 0.00% New 4 $563
Frazier Financial Advisors, LLC 0.00% No change 2 $282
PSI Advisors, LLC 0.00% No change 1 $141
Capital Advisors, Ltd. LLC 0.00% No change 3 $0

"% of holder's portfolio" is RLI's weight in each manager's 13F, not the share of Rli Corp. the manager owns.