RliRLI

13F holders, Q4 2024 (December 31)
433holders +35
51new positions
34sold out
9famous investors
$164.03avg. 13F price*

At the end of Q4 2024, 433 institutions reported holding Rli Corp. (RLI) in their 13F filings, up 35 from Q3 2024. 51 opened new positions and 34 sold out. The largest holders were Vanguard Group Inc. ($759.6M), State Street Corp. ($724.4M) and BlackRock, Inc. ($625.8M). 9 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions51$29.0M
Exits34$37.7M

All 13F filers, Q3 2024 → Q4 2024: 1,702,205 shares bought and 1,454,197 shares sold, net +248,008 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 433 holders

Vanguard Group Inc. 0.01% Add +0.9% 4,608,243 $759.6M
State Street Corp. 0.03% Add +0.0% 4,394,587 $724.4M
BlackRock, Inc. 0.01% Add +3.6% 3,796,408 $625.8M
Kayne Anderson Rudnick Investment Management LLC 0.91% Reduce -1.2% 2,409,181 $397.1M
Neuberger Berman Group LLC 0.17% Add +1.5% 1,331,526 $219.5M
Markel Group 1.74% No change 1,197,272 $197.3M
Geode Capital Management, LLC 0.01% Add +12.8% 1,024,518 $168.9M
Dimensional Fund Advisors LP 0.04% Add +0.8% 941,185 $155.1M
Port Capital LLC 5.77% Add +0.9% 766,668 $126.4M
Thrivent Financial for Lutherans 0.24% Reduce -9.8% 733,894 $121.1M
Maren Capital LLC 8.82% Add +3.8% 700,603 $115.5M
JPMorgan Chase & Co. 0.01% Reduce -4.2% 698,379 $115.1M
Morgan Stanley 0.01% Add +1.2% 687,922 $113.4M
Invesco Ltd. 0.02% Add +4.7% 665,395 $109.7M
T. Rowe Price Investment Management, Inc. 0.06% Reduce -3.3% 582,139 $96.0M
Van Berkom & Associates Inc. 2.58% Reduce -6.4% 526,279 $86.7M
Alliancebernstein L.P. 0.03% Add +3.9% 490,725 $80.9M
Norges Bank 0.01% Add +8.3% 488,235 $80.5M
Charles Schwab Investment Management Inc. 0.01% Add +2.0% 471,752 $77.8M
Northern Trust Corp. 0.01% Add +14.1% 470,224 $77.5M
Wellington Management Group LLP 0.01% Add +580.4% 415,247 $68.4M
Bank of New York Mellon Corp 0.01% Reduce -14.2% 342,429 $56.4M
Wells Fargo & Company 0.01% Reduce -4.5% 310,118 $51.1M
Palisade Capital Management, LP 1.51% Add +1.4% 303,547 $50.0M
Jacobs Levy Equity Management, Inc. 0.15% Add +10.8% 263,721 $43.5M
Snyder Capital Management L P 0.90% Reduce -4.4% 260,405 $42.9M
Polar Capital Holdings Plc 0.24% No change 260,000 $42.9M
Global Alpha Capital Management Ltd. 2.75% Reduce -13.1% 229,658 $37.9M
Janus Henderson Group PLC 0.02% Add +5.9% 217,886 $35.9M
ProShare Advisors LLC 0.08% Reduce -6.9% 211,252 $34.8M
EULAV Asset Management 0.82% No change 207,000 $34.1M
T. Rowe Price Associates Inc. 0.00% Reduce -12.2% 206,699 $34.1M
California Public Employees Retirement System 0.02% Add +0.1% 202,696 $33.4M
Nepsis Inc. 7.87% Add +138.8% 296,526 $31.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +15.7% 181,118 $29.9M
Bragg Financial Advisors, Inc 1.17% Add +0.6% 175,768 $29.0M
Vaughan David Investments LLC 0.59% Reduce -4.5% 151,713 $25.0M
Rhumbline Advisers 0.02% Reduce -1.1% 133,172 $22.0M
Victory Capital Management Inc. 0.02% Reduce -4.4% 127,723 $21.1M
Empower Advisory Group, LLC 0.07% Add +2.0% 123,173 $20.3M
Principal Financial Group Inc. 0.01% Add +0.2% 119,421 $19.7M
New York State Common Retirement Fund 0.03% Reduce -1.0% 117,284 $19.3M
Retirement Systems of Alabama 0.07% Add +0.1% 115,700 $19.1M
Royce & Associates LP 0.18% Reduce -7.3% 114,550 $18.9M
Balyasny Asset Management L.P. 0.04% Add +326.9% 111,940 $18.5M
Raymond James Financial Inc. 0.01% — 108,318 $17.9M
Federated Hermes, Inc. 0.04% Add +4.4% 104,071 $17.2M
Los Angeles Capital Management LLC 0.07% Reduce -10.3% 101,925 $16.8M
Envestnet Asset Management Inc. 0.01% Add +1.7% 101,804 $16.8M
Whittier Trust Co. 0.20% Add +3.7% 90,816 $15.0M
UBS Group AG 0.00% Add +31.0% 90,583 $14.9M
PhiloSmith Capital Corp 4.20% Reduce -10.2% 89,896 $14.8M
Goldman Sachs Group Inc. 0.00% Add +19.9% 88,003 $14.5M
Prospera Financial Services Inc 0.33% Add +0.2% 85,370 $14.1M
Eventide Asset Management, LLC 0.24% Add +11.0% 81,577 $13.4M
Legal & General Group Plc 0.00% Add +0.5% 81,409 $13.4M
Alps Advisors Inc. 0.08% Add +17.6% 81,069 $13.4M
Nuveen Asset Management, LLC 0.00% Reduce -5.5% 81,041 $13.4M
2Xideas AG 1.79% Add +48.5% 80,923 $13.3M
Swiss National Bank 0.01% Add +0.8% 80,900 $13.3M
Voloridge Investment Management, LLC 0.05% Reduce -20.9% 80,014 $13.2M
Sei Investments Co. 0.02% Add +20.8% 75,855 $12.5M
Gotham Asset Management 0.11% Add +40.8% 67,564 $11.1M
Tudor Investment Corporation 0.12% Reduce -0.4% 66,196 $10.9M
Natixis Advisors, LLC 0.02% Reduce -1.8% 130,095 $10.7M
Moran Wealth Management, LLC 0.33% Add +3.1% 62,899 $10.4M
NFJ Investment Group, LLC 0.31% Reduce -8.3% 58,760 $9.7M
New York State Teachers Retirement System 0.02% Reduce -0.9% 56,408 $9.3M
Stifel Financial Corp. 0.01% Add +0.5% 56,221 $9.3M
Man Group plc 0.03% Reduce -5.6% 55,449 $9.1M
St. Nicholas Private Asset Management, Inc. 7.81% — 53,021 $8.7M
GW&K Investment Management, LLC 0.07% Reduce -0.0% 52,821 $8.7M
Teacher Retirement System of Texas 0.03% Add +5.3% 52,759 $8.7M
Ameriprise Financial Inc. 0.00% Reduce -1.9% 50,269 $8.3M
Whittier Trust Co. of Nevada Inc. 0.19% Add +5.1% 47,414 $7.8M
Bank of America Corp. 0.00% Reduce -42.6% 47,259 $7.8M
Corebridge Financial, Inc. 0.04% Reduce -4.2% 47,208 $7.8M
Erste Asset Management GmbH 0.09% Add +23.6% 46,514 $7.7M
AQR Capital Management 0.01% Add +5.4% 45,905 $7.6M
Russell Investments Group, Ltd. 0.01% Add +18.6% 43,756 $7.2M
Karani Asset Management LLC 6.71% — 43,662 $7.2M
Public Employees Retirement System of Ohio 0.02% Reduce -6.2% 41,467 $6.8M
First Trust Advisors LP 0.01% Reduce -31.1% 38,615 $6.4M
California State Teachers Retirement System 0.01% Reduce -1.1% 38,540 $6.4M
LPL Financial LLC 0.00% Add +15.9% 37,926 $6.3M
State of Wisconsin Investment Board 0.02% Reduce -0.4% 36,665 $6.0M
Van Eck Associates Corp. 0.01% Add +34.1% 36,613 $6.0M
BNP Paribas Financial Markets 0.00% Reduce -35.3% 34,901 $5.8M
Nisa Investment Advisors, LLC 0.02% Add +6.8% 34,635 $5.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.7% 34,539 $5.7M
Allianz Asset Management GmbH 0.01% Reduce -4.1% 34,361 $5.7M
D. E. Shaw & Co. 0.01% Reduce -70.4% 33,750 $5.6M
Commonwealth Equity Services, LLC 0.01% Add +0.7% 33,154 $5.5M
Barclays PLC 0.00% Add +74.2% 32,286 $5.3M
Baird Financial Group, Inc. 0.01% Reduce -18.4% 31,311 $5.2M
WINTON GROUP Ltd 0.33% New 29,966 $4.9M
Citadel Advisors 0.00% Reduce -20.1% 29,724 $4.9M
Millennium Management 0.00% Reduce -79.3% 27,996 $4.6M
CANADA LIFE ASSURANCE Co 0.01% Reduce -9.9% 27,647 $4.6M
Royal Bank of Canada 0.00% Reduce -0.7% 26,216 $4.3M
Regions Financial Corp. 0.03% Reduce -4.5% 25,308 $4.2M
Donaldson Capital Management, LLC 0.15% Add +8.8% 24,361 $4.0M
MetLife Investment Management, LLC 0.02% Add +9.2% 23,611 $3.9M
Franklin Resources Inc. 0.00% New 23,235 $3.8M
Isthmus Partners, LLC 0.46% Add +0.1% 23,108 $3.8M
HighTower Advisors, LLC 0.01% Reduce -0.3% 22,849 $3.8M
Mutual of America Capital Management LLC 0.04% Reduce -2.1% 22,026 $3.6M
Ensign Peak Advisors, Inc 0.01% Add +50.9% 21,702 $3.6M
Alaska Permanent Fund Corp 0.05% No change 20,738 $3.4M
Amalgamated Bank 0.03% Add +3.5% 20,580 $3.4M
Holocene Advisors, LP 0.01% Add +22.6% 20,423 $3.4M
Bruce & Co., Inc. 1.08% Reduce -8.9% 20,400 $3.4M
LRT Capital Management, LLC 2.56% Reduce -19.9% 19,872 $3.3M
National Bank of Canada 0.00% Add +10.9% 18,904 $3.1M
Marshall Wace, LLP 0.00% Add +773.8% 18,716 $3.1M
Jane Street Group, LLC 0.00% Add +212.8% 18,579 $3.1M
Royal London Asset Management Ltd. 0.01% No change 18,425 $3.0M
Treasurer of the State of North Carolina 0.01% Add +0.6% 18,213 $3.0M
Trexquant Investment LP 0.03% Reduce -50.4% 18,014 $3.0M
Independent Advisor Alliance 0.04% Add +5.3% 17,871 $2.9M
Comerica Bank 0.01% Reduce -5.6% 17,851 $2.9M
Creative Planning 0.00% Reduce -5.6% 17,539 $2.9M
Corient Private Wealth LP 0.00% Add +1.1% 17,265 $2.8M
M&T Bank Corp 0.01% Add +0.0% 17,219 $2.8M
Pinebridge Investments, L.P. 0.02% Add +42.5% 16,611 $2.7M
State of Tennessee, Department of Treasury 0.01% Reduce -2.7% 16,217 $2.7M
Susquehanna Portfolio Strategies, LLC 8.96% Reduce -80.9% 16,126 $2.7M
Benedict Financial Advisors Inc. 0.62% Reduce -0.8% 15,545 $2.6M
American Century Companies Inc. 0.00% Reduce -85.0% 15,449 $2.5M
WCM Investment Management, LLC 0.01% New 15,426 $2.5M
State of New Jersey Common Pension Fund D 0.01% No change 15,310 $2.5M
Police & Firemen's Retirement System of New Jersey 0.02% — 14,988 $2.5M
Yousif Capital Management, LLC 0.03% Reduce -3.8% 14,944 $2.5M
TD Asset Management Inc 0.00% Add +5.0% 14,902 $2.5M
DekaBank Deutsche Girozentrale 0.00% No change 14,823 $2.4M
Canada Pension Plan Investment Board 0.00% New 14,700 $2.4M
Agf Management Ltd. 0.01% Reduce -29.1% 14,694 $2.4M
Coldstream Capital Management Inc. 0.05% Add +5.3% 14,374 $2.4M
Oddo BHF Asset Management Sas 0.12% Add +79.9% 13,854 $2.3M
DAVENPORT & Co LLC 0.01% Reduce -1.1% 13,777 $2.3M
Schonfeld Strategic Advisors LLC 0.01% Add +90.2% 13,651 $2.3M
State Board of Administration of Florida Retirement System 0.00% Reduce -0.4% 13,280 $2.2M
Qube Research & Technologies Ltd 0.00% Reduce -87.6% 12,832 $2.1M
NewEdge Wealth, LLC 0.04% Reduce -14.3% 12,615 $2.1M
Chatham Capital Group, Inc. 0.34% Reduce -1.9% 12,563 $2.1M
Vestmark Advisory Solutions, Inc. 0.07% Reduce -0.2% 12,533 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -5.0% 12,236 $2.0M
Arizona State Retirement System 0.01% Add +0.9% 11,949 $2.0M
&partners 0.02% Add +215.8% 11,802 $1.9M
Louisiana State Employees Retirement System 0.04% Add +0.9% 11,600 $1.9M
Martingale Asset Management L P 0.05% Reduce -7.4% 11,462 $1.9M
Argent Capital Management LLC 0.05% Add +33.3% 11,378 $1.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +17.2% 11,114 $1.8M
Panagora Asset Management Inc. 0.01% Reduce -46.6% 10,998 $1.8M
Handelsbanken Fonder AB 0.01% Add +5.9% 10,730 $1.8M
Laurus Global Equity Management Inc. 0.87% No change 10,280 $1.7M
Madison Asset Management, LLC 0.02% Add +632.5% 10,211 $1.7M
Madison Investment Advisors, LLC 0.02% — 10,211 $1.7M
State of Michigan Retirement System 0.01% No change 9,916 $1.6M
QSV Equity Investors LLC 1.55% Reduce -21.7% 9,767 $1.6M
Illinois Municipal Retirement Fund 0.02% No change 9,763 $1.6M
Atria Investments, Inc 0.02% Add +3.6% 9,722 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.3% 9,267 $1.5M
Redmond Asset Management, LLC 0.38% No change 9,262 $1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.4% 9,209 $1.5M
Van Hulzen Asset Management, LLC 0.11% Add +7.6% 9,150 $1.5M
Savant Capital, LLC 0.01% Add +24.6% 8,990 $1.5M
Deutsche Bank AG 0.00% Add +138.0% 8,858 $1.5M
Roundview Capital LLC 0.10% Add +82.3% 8,799 $1.5M
Citigroup Inc. 0.00% Add +22.2% 8,724 $1.4M
Jump Financial, LLC 0.03% Reduce -28.5% 8,675 $1.4M
Oregon Public Employees Retirement Fund 0.03% Add +0.1% 8,531 $1.4M
KLP Kapitalforvaltning As 0.01% — 8,400 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.4% 8,352 $1.4M
New Mexico Educational Retirement Board 0.05% No change 8,300 $1.4M
Schroder Investment Management Group 0.00% No change 8,234 $1.4M
Federation des caisses Desjardins du Quebec 0.01% Reduce -18.8% 8,022 $1.3M
Brown Brothers Harriman & Co. 0.01% No change 7,879 $1.3M
FMR LLC 0.00% Add +12.9% 7,847 $1.3M
CIBC Private Wealth Group LLC 0.00% Reduce -75.7% 8,100 $1.2M
Voya Investment Management LLC 0.00% Add +1.5% 7,513 $1.2M
Resona Asset Management Co.,Ltd. 0.01% No change 7,385 $1.2M
Verition Fund Management LLC 0.01% Add +38.2% 7,374 $1.2M
Callan Family Office, LLC 0.08% New 7,272 $1.2M
Parr McKnight Wealth Management Group, LLC 0.17% — 7,130 $1.2M
Cetera Investment Advisers 0.00% Reduce -23.2% 6,982 $1.2M
Pathstone Holdings, LLC 0.00% Reduce -9.3% 6,746 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -1.1% 6,745 $1.1M
Creekmur Asset Management LLC 0.25% Add +9.7% 6,701 $1.1M
Sanctuary Advisors, LLC 0.01% Add +147.2% 14,917 $1.1M
Mariner, LLC 0.00% Add +21.3% 6,645 $1.1M
Brown Advisory Inc. 0.00% Add +0.1% 6,612 $1.1M
Arrowstreet Capital, Limited Partnership 0.00% Add +92.3% 6,066 $1000K
Pacer Advisors, Inc. 0.00% Reduce -30.8% 6,049 $997K
Bank of Nova Scotia 0.00% Add +139.6% 6,039 $995K
Renaissance Technologies 0.00% Reduce -86.6% 6,000 $989K
Vident Advisory, LLC 0.02% Reduce -18.0% 5,943 $980K
Vanguard Personalized Indexing Management, LLC 0.01% Add +10.6% 5,888 $971K
Intech Investment Management LLC 0.01% Add +75.6% 5,837 $962K
Klein Pavlis & Peasley Financial, Inc. 0.76% Reduce -0.8% 5,712 $942K
Pictet Asset Management Holding SA 0.00% Reduce -1.6% 5,632 $928K
Oak Thistle LLC 0.28% New 5,628 $928K
Nomura Holdings Inc. 0.00% New 5,533 $912K
Mad River Investors 0.42% No change 5,500 $907K
Algert Global LLC 0.02% Reduce -77.5% 5,405 $891K
Bank of Montreal 0.00% Reduce -0.7% 5,385 $888K
Avior Wealth Management, LLC 0.03% Reduce -6.5% 5,351 $882K
QRG Capital Management, Inc. 0.01% Reduce -4.1% 5,305 $874K
Ausdal Financial Partners, Inc. 0.07% Reduce -18.6% 5,120 $844K
Empowered Funds, LLC 0.01% New 5,098 $840K
Susquehanna International Group, LLP 0.00% Add +190.2% 4,960 $818K
Exchange Traded Concepts, LLC 0.02% Add +2.6% 4,944 $815K
PNC Financial Services Group, Inc. 0.00% Reduce -22.7% 4,914 $810K
Xponance LLC 0.01% Add +5.4% 4,909 $809K
Resonant Capital Advisors, LLC 0.06% Add +0.8% 4,799 $791K
Public Employees Retirement Association of Colorado 0.00% No change 4,723 $778K
O'shaughnessy Asset Management, LLC 0.01% Add +9.2% 4,675 $771K
New York Life Investment Management LLC 0.01% New 4,416 $728K
Dynamic Technology Lab Private Ltd 0.11% New 4,270 $704K
Commerce Bank 0.00% No change 4,259 $702K
Truist Financial Corp. 0.00% Add +2.9% 4,243 $699K
Aquatic Capital Management LLC 0.02% Add +319.0% 4,190 $691K
Ausbil Investment Management Ltd 0.41% Add +69.3% 4,238 $689K
Two Sigma Investments, LP 0.00% Reduce -78.1% 4,118 $679K
Integrated Wealth Concepts LLC 0.01% New 4,100 $676K
Cwm, LLC 0.00% Add +3.0% 3,992 $658K
Crossmark Global Holdings, Inc. 0.01% Reduce -5.3% 3,855 $635K
SkyView Investment Advisors, LLC 0.10% Reduce -16.8% 3,781 $623K
Shell Asset Management Co. 0.03% Reduce -0.1% 3,760 $620K
Virtus Investment Advisers, LLC 0.50% No change 3,733 $615K
Dark Forest Capital Management LP 0.09% New 3,529 $582K
Aviva PLC 0.00% Add +154.7% 3,522 $581K
SG Americas Securities, LLC 0.00% Reduce -24.5% 3,466 $571K
XTX Topco Ltd 0.05% New 3,449 $568K
MML Investors Services, LLC 0.00% Add +75.8% 3,434 $566K
Old National Bancorp 0.01% Add +2.3% 3,237 $534K
Prudential Financial Inc. 0.00% Reduce -81.0% 3,049 $533K
State of Wyoming 0.07% Add +21.8% 3,230 $532K
Alpine Global Management, LLC 0.18% New 3,177 $524K
HRT Financial LP 0.00% New 3,121 $514K
Securian Asset Management, Inc. 0.01% Reduce -3.1% 3,098 $511K
Glenmede Trust Co. NA 0.00% Add +13.4% 3,076 $507K
OneDigital Investment Advisors LLC 0.01% Reduce -19.0% 3,017 $497K
Brighton Securities Corp. 0.24% — 3,009 $496K
Walled Lake Planning & Wealth Management, LLC 0.18% No change 3,001 $495K
Equitable Trust Co. 0.03% New 2,950 $486K
Beacon Pointe Advisors, LLC 0.01% Add +4.3% 2,941 $485K
Caprock Group, LLC 0.02% Add +0.1% 2,933 $484K
Argonautica Private Wealth Management, Inc. 0.15% Add +2.9% 2,847 $469K
Squarepoint Ops LLC 0.00% Reduce -64.3% 2,810 $463K
Tower Research Capital LLC (TRC) 0.01% Add +120.5% 2,803 $462K
Robeco Institutional Asset Management B.V. 0.00% No change 2,700 $445K
HSBC Holdings PLC 0.00% Add +9.9% 3,187 $443K
Appleton Partners Inc. 0.03% No change 2,665 $439K
Blair William & Co. 0.00% Add +61.5% 2,628 $433K
Alpha DNA Investment Management LLC 0.24% Add +7.8% 2,622 $432K
Mgo One Seven LLC 0.02% Reduce -0.1% 2,622 $432K
Captrust Financial Advisors 0.00% Reduce -1.0% 2,617 $431K
OMERS ADMINISTRATION Corp 0.00% New 2,600 $429K
Impact Capital Partners LLC 0.15% — 2,597 $428K
Voleon Capital Management LP 0.03% — 2,595 $428K
Apollon Wealth Management, LLC 0.01% Add +21.0% 2,579 $425K
Wedmont Private Capital 0.02% New 2,838 $424K
Cerity Partners LLC 0.00% Reduce -12.5% 2,699 $423K
Wesbanco Bank Inc. 0.01% No change 2,528 $417K
First Foundation Advisors 0.02% No change 2,455 $405K
Y-Intercept (Hong Kong) Ltd 0.03% New 2,453 $404K
Walleye Capital LLC 0.00% New 2,439 $402K
Inspire Investing, LLC 0.04% Reduce -8.9% 2,432 $401K
Quantum Private Wealth, LLC 0.13% No change 2,397 $395K
Burney Co./ 0.01% New 2,390 $394K
Maryland State Retirement & Pension System 0.01% No change 2,366 $390K
Sterling Capital Management LLC 0.01% Add +54.8% 2,365 $390K
Somerset Trust Co 0.15% Reduce -0.5% 2,359 $389K
Steward Partners Investment Advisory, LLC 0.00% Add +0.4% 2,320 $382K
Choreo, LLC 0.01% Reduce -17.9% 2,311 $381K
Quantinno Capital Management LP 0.00% Add +23.2% 2,297 $379K
ARS Wealth Advisors Group, LLC 0.05% Reduce -4.2% 2,286 $377K
Bridgewater Associates 0.00% Reduce -51.2% 2,261 $373K
Utah Retirement Systems 0.00% No change 2,200 $363K
Kestra Advisory Services, LLC 0.00% Add +45.9% 2,154 $355K
New Age Alpha Advisors, LLC 0.01% New 2,141 $353K
Vista Finance, LLC 0.35% New 2,091 $345K
Traynor Capital Management, Inc. 0.03% No change 2,000 $330K
Pecaut & Co. 0.11% Add +0.1% 1,992 $328K
Ontario Teachers Pension Plan Board 0.00% New 1,953 $322K
Pure Financial Advisors, LLC 0.01% No change 1,906 $314K
Jacobi Capital Management LLC 0.02% No change 1,894 $312K
Compound Planning, Inc. 0.02% Add +9.5% 1,875 $309K
Focus Financial Network, Inc. 0.01% No change 1,862 $307K
Envestnet Portfolio Solutions, Inc. 0.00% Add +4.5% 1,861 $307K
Curated Wealth Partners LLC 0.03% No change 1,853 $305K
Mercer Global Advisors Inc. 0.00% Reduce -5.7% 1,844 $304K
Brookstone Capital Management 0.00% Add +7.5% 1,827 $301K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.6% 1,824 $301K
Ibex Wealth Advisors 0.04% New 1,819 $300K
Bridges Investment Management Inc. 0.00% Reduce -73.3% 1,811 $299K
Cynosure Group, LLC 0.04% Reduce -23.8% 1,809 $298K
KBC Group NV 0.00% Add +46.6% 1,790 $295K
Aigen Investment Management, LP 0.05% Reduce -68.5% 1,786 $294K
Boothbay Fund Management, LLC 0.01% New 1,777 $293K
Wolverine Trading, LLC 0.01% New 1,757 $290K
Busey Bank 0.01% Add +6.1% 1,750 $288K
Atlas Brown,Inc. 0.10% New 1,727 $285K
Cozad Asset Management Inc. 0.03% No change 1,704 $281K
Gsa Capital Partners LLP 0.02% Reduce -40.7% 1,693 $279K
SkyOak Wealth, LLC 0.06% Reduce -3.5% 1,692 $279K
Entropy Technologies, LP 0.03% Add +6.0% 1,682 $277K
D.A. Davidson & Co. 0.00% No change 1,676 $276K
Sciencast Management LP 0.07% New 1,639 $270K
Everhart Financial Group, Inc. 0.06% Add +10.0% 1,633 $269K
Shelton Capital Management 0.01% No change 1,578 $260K
Bayesian Capital Management, LP 0.03% New 1,539 $254K
Kolinsky Wealth Management, LLC 0.15% No change 1,501 $247K
Greenleaf Trust 0.00% Add +3.2% 1,493 $246K
Motiv8 Investments LLC 0.16% No change 1,400 $231K
Two Sigma Advisers, LP 0.00% Reduce -39.1% 1,400 $231K
CIBC Asset Management Inc 0.00% Add +5.4% 1,379 $227K
Longboard Asset Management, LP 0.58% — 1,326 $219K
Wealth Alliance, LLC 0.03% Reduce -1.9% 1,290 $213K
Impact Partnership Wealth, LLC 0.04% New 1,280 $211K
Wealth Enhancement Advisory Services, LLC 0.00% New 1,276 $210K
Tidal Investments LLC 0.00% New 1,274 $210K
Townsquare Capital LLC 0.00% New 1,250 $206K
Hancock Whitney Corp. 0.01% New 1,242 $205K
Allworth Financial LP 0.00% Add +378.2% 2,616 $204K
Fifth Third Wealth Advisors LLC 0.01% New 1,236 $204K
US Bancorp \de 0.00% Add +3.6% 1,229 $203K
Beaird Harris Wealth Management, LLC 0.02% No change 1,178 $194K
Jones Financial Companies LLLP 0.00% Add +104.9% 1,162 $191K
Private Trust Co. NA 0.02% No change 1,120 $185K
Harbor Capital Advisors, Inc. 0.01% Reduce -6.2% 1,075 $177K
GAMMA Investing LLC 0.01% Add +31.9% 1,035 $171K
Lazard Asset Management LLC 0.00% New 1,027 $169K
Promus Capital, LLC 0.13% — 1,002 $165K
Huntington National Bank 0.00% Reduce -3.1% 979 $161K
Duncker Streett & Co. Inc. 0.03% No change 954 $157K
Kapitalo Investimentos Ltda 0.10% New 867 $143K
Osaic Holdings, Inc. 0.00% Add +21.9% 858 $142K
Harvest Fund Management Co., Ltd 0.01% New 726 $120K
First Community Trust NA 0.08% No change 700 $115K
Country Trust Bank 0.00% No change 700 $115K
Parallel Advisors, LLC 0.00% Add +30.4% 670 $110K
Quarry LP 0.02% New 653 $108K
Guardian Wealth Management, Inc. 0.07% Reduce -0.7% 593 $98K
Signaturefd, LLC 0.00% Add +8.4% 567 $93K
Clearstead Advisors, LLC 0.00% Reduce -37.8% 567 $93K
HM Payson & Co. 0.00% No change 533 $88K
EverSource Wealth Advisors, LLC 0.00% Add +47.0% 497 $82K
Northwestern Mutual Wealth Management Co. 0.00% Add +9.3% 389 $64K
Reyes Financial Architecture, Inc. 0.05% — 376 $62K
Winnacle Wealth LLC 0.06% — 372 $61K
CI Investments Inc. 0.00% Reduce -73.2% 365 $60K
SBI Securities Co., Ltd. 0.00% — 338 $56K
Fifth Third Bancorp 0.00% Reduce -28.2% 318 $52K
ORG Partners LLC 0.01% No change 283 $47K
UMB Bank, n.a. 0.00% Add +43.9% 259 $43K
Farther Finance Advisors, LLC 0.00% Reduce -8.7% 253 $42K
Compass Wealth Management LLC 0.01% No change 240 $40K
IFP Advisors, Inc 0.00% No change 233 $38K
Nomura Asset Management Co. Ltd. 0.00% No change 230 $38K
Arax Advisory Partners 0.00% Reduce -5.0% 209 $34K
V-Square Quantitative Management LLC 0.00% No change 208 $34K
Versant Capital Management, Inc 0.01% Add +53.8% 203 $33K
Eagle Bay Advisors LLC 0.02% No change 200 $33K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 198 $32K
Golden State Wealth Management, LLC 0.00% — 186 $31K
LGT Financial Advisors LLC 0.07% No change 179 $30K
Headlands Technologies LLC 0.00% Reduce -89.3% 157 $26K
Global Retirement Partners, LLC 0.00% Reduce -0.7% 144 $24K
Creative Financial Designs Inc. 0.00% Reduce -15.8% 138 $23K
Physician Wealth Advisors, Inc. 0.00% New 133 $22K
Principal Securities, Inc. 0.00% Add +3.1% 131 $22K
Smithfield Trust Co 0.00% No change 125 $21K
Bessemer Group Inc. 0.00% Add +74.0% 127 $21K
Bartlett & Co. Wealth Management LLC 0.00% No change 126 $21K
Rise Advisors, LLC 0.01% Add +2.5% 125 $21K
Caitong International Asset Management Co., Ltd 0.02% — 124 $20K
SJS Investment Consulting Inc. 0.00% Reduce -4.1% 118 $19K
Hemington Wealth Management 0.00% Add +11.6% 106 $17K
Covestor Ltd 0.01% Add +3.2% 98 $16K
Simplex Trading, LLC 0.00% New 102 $16K
Parkside Financial Bank & Trust 0.00% Add +20.3% 95 $16K
Intelligent Financial Strategies 0.01% No change 92 $15K
MassMutual Private Wealth & Trust, FSB 0.00% Add +3.5% 90 $15K
Quadrant Capital Group LLC 0.00% No change 85 $14K
Wilmington Savings Fund Society, FSB 0.00% No change 77 $13K
CNB Bank 0.01% Reduce -13.4% 71 $12K
Smartleaf Asset Management LLC 0.00% Add +13.1% 69 $11K
Amundi 0.00% Reduce -99.7% 72 $11K
Lindbrook Capital, LLC 0.00% Add +71.8% 67 $11K
Blue Trust, Inc. 0.00% Reduce -96.9% 67 $11K
SRH Advisors, LLC 0.00% No change 66 $11K
TD Waterhouse Canada Inc. 0.00% No change 65 $11K
Larson Financial Group LLC 0.00% Add +9.6% 57 $9K
GeoWealth Management, LLC 0.00% Reduce -18.8% 56 $9K
Quent Capital, LLC 0.00% No change 51 $8K
Coppell Advisory Solutions LLC 0.00% Add +258.3% 43 $7K
Wood Tarver Financial Group, LLC 0.00% — 48 $7K
C M Bidwell & Associates Ltd. 0.00% No change 37 $6K
AlphaQuest LLC 0.00% Reduce -99.6% 34 $6K
JFS Wealth Advisors, LLC 0.00% No change 33 $5K
Bogart Wealth, LLC 0.00% No change 31 $5K
Plante Moran Financial Advisors, LLC 0.00% No change 30 $5K
Hexagon Capital Partners LLC 0.00% Add +136.4% 26 $4K
CoreCap Advisors, LLC 0.00% New 26 $4K
Venturi Wealth Management, LLC 0.00% No change 25 $4K
Beacon Capital Management, LLC 0.00% No change 22 $4K
Brooklyn Investment Group 0.00% New 20 $3K
TD Capital Management LLC 0.00% New 18 $3K
TCTC Holdings, LLC 0.00% New 18 $3K
TD Private Client Wealth LLC 0.00% Add +12.5% 18 $3K
Private Wealth Management Group, LLC 0.00% No change 17 $3K
MPWM Advisory Solutions, LLC 0.00% — 17 $3K
Farmers & Merchants Investments Inc. 0.00% No change 17 $3K
NewEdge Advisors, LLC 0.00% No change 16 $3K
Westside Investment Management, Inc. 0.00% No change 15 $2K
LRI Investments, LLC 0.00% No change 15 $2K
NFSG Corp 0.00% New 14 $2K
FSC Wealth Advisors, LLC 0.00% No change 12 $2K
Mather Group, Llc. 0.00% New 11 $2K
Geneos Wealth Management Inc. 0.00% Add +25.0% 10 $2K
Financial Management Professionals, Inc. 0.00% No change 7 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -12.5% 7 $1K
First Horizon Advisors, Inc. 0.00% No change 5 $824
New Millennium Group LLC 0.00% New 4 $659
Assetmark, Inc. 0.00% No change 4 $659
Old Second National Bank of Aurora 0.00% New 3 $494
Global Financial Private Client, LLC 0.00% New 2 $330
Parkworth Wealth Management, Inc. 0.00% — 1 $165
WealthTrak Capital Management LLC 0.00% — 1 $165
PSI Advisors, LLC 0.00% No change 1 $165
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.