RliRLI

13F holders, Q1 2026 (March 31)
422holders −15
48new positions
59sold out
7famous investors
$57.04avg. 13F price*

At the end of Q1 2026, 422 institutions reported holding Rli Corp. (RLI) in their 13F filings, down 15 from Q4 2025. 48 opened new positions and 59 sold out. The largest holders were State Street Corp. ($512.5M), BlackRock, Inc. ($460.4M) and Kayne Anderson Rudnick Investment Management LLC ($399.5M). 7 famous investors held it, including Tom Gayner (1.1% of Markel Group's portfolio), John W. Rogers Jr. (0.6% of Ariel Investments'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions48$63.8M
Exits59$97.8M

All 13F filers, Q4 2025 → Q1 2026: 7,832,646 shares bought and 4,661,321 shares sold, net +3,171,325 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 422 holders

State Street Corp. 0.02% Add +1.2% 8,985,432 $512.5M
BlackRock, Inc. 0.01% Add +0.4% 8,072,238 $460.4M
Kayne Anderson Rudnick Investment Management LLC 1.17% Reduce -4.0% 7,004,143 $399.5M
Vanguard Portfolio Management LLC 0.01% — 4,795,196 $273.5M
Vanguard Capital Management LLC 0.01% — 4,110,943 $234.5M
Wasatch Advisors LP 0.98% Add +33.1% 2,579,955 $147.2M
Geode Capital Management, LLC 0.01% Add +13.8% 2,494,032 $142.3M
Markel Group 1.14% No change 2,394,544 $136.6M
Dimensional Fund Advisors LP 0.02% Add +1.1% 1,920,823 $109.6M
Invesco Ltd. 0.01% Add +58.3% 1,791,221 $102.2M
Maren Capital LLC 5.34% Add +5.2% 1,789,004 $102.0M
Port Capital LLC 3.52% Reduce -1.3% 1,387,507 $79.1M
Van Berkom & Associates Inc. 2.49% Add +5.8% 1,341,985 $76.5M
Morgan Stanley 0.00% Add +21.6% 1,316,320 $75.1M
T. Rowe Price Investment Management, Inc. 0.05% Reduce -7.1% 1,174,893 $67.0M
Charles Schwab Investment Management Inc. 0.01% Add +1.1% 1,128,056 $64.3M
Two Sigma Investments, LP 0.05% Add +117.4% 936,504 $53.4M
JPMorgan Chase & Co. 0.00% Reduce -25.6% 881,904 $50.6M
Ariel Investments 0.56% Add +133.7% 872,033 $49.7M
Northern Trust Corp. 0.01% Add +0.4% 866,655 $49.4M
Royce & Associates LP 0.49% Add +47.4% 864,401 $49.3M
Bank of New York Mellon Corp 0.01% Add +0.4% 823,868 $47.0M
Bragg Financial Advisors, Inc 1.46% Add +3.9% 811,118 $46.3M
Victory Capital Management Inc. 0.03% Add +9.3% 808,678 $46.1M
Gotham Asset Management 0.14% Add +27.4% 794,201 $45.3M
AQR Capital Management 0.02% Add +32.4% 731,195 $41.7M
Wells Fargo & Company 0.01% Reduce -0.3% 705,510 $40.2M
First Trust Advisors LP 0.03% Add +311.6% 688,318 $39.3M
Polar Capital Holdings Plc 0.17% No change 687,500 $39.2M
UBS Group AG 0.01% Add +6.6% 647,491 $36.9M
Global Alpha Capital Management Ltd. 2.02% Add +35.8% 588,483 $33.6M
Vanguard Fiduciary Trust Co. 0.01% — 569,598 $32.5M
Arrowstreet Capital, Limited Partnership 0.02% Add +6.9% 520,422 $29.7M
Wellington Management Group LLP 0.01% New 516,726 $29.5M
Champlain Investment Partners, LLC 0.34% Reduce -20.8% 464,407 $26.5M
ProShare Advisors LLC 0.04% Reduce -18.5% 436,992 $24.9M
Raymond James Financial Inc. 0.01% Add +20.1% 429,443 $24.5M
Citadel Advisors 0.02% Reduce -14.4% 421,601 $24.0M
Janus Henderson Group PLC 0.01% Add +11.9% 416,647 $23.8M
EULAV Asset Management 0.76% No change 414,000 $23.6M
Palisade Capital Management, LP 0.83% Reduce -6.3% 406,829 $23.2M
Confluence Investment Management LLC 0.34% Add +1612.2% 382,149 $21.8M
Argent Capital Management LLC 0.67% Add +233.7% 374,447 $21.4M
Bank of Montreal 0.01% Reduce -2.8% 358,234 $20.4M
Snyder Capital Management L P 0.39% Reduce -7.1% 355,226 $20.3M
Sei Investments Co. 0.02% Add +24.9% 320,071 $18.3M
Bank of America Corp. 0.00% Add +37.0% 282,656 $16.1M
Nepsis Inc. 5.40% Reduce -2.3% 282,653 $16.1M
Vaughan David Investments LLC 0.34% Add +1.1% 282,488 $16.1M
Principal Financial Group Inc. 0.01% Add +3.9% 281,139 $16.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.5% 268,384 $15.3M
Rhumbline Advisers 0.01% Add +1.8% 250,887 $14.3M
Goldman Sachs Group Inc. 0.00% Reduce -34.1% 242,815 $13.9M
Stifel Financial Corp. 0.01% Add +132.9% 238,312 $13.6M
Envestnet Asset Management Inc. 0.00% Add +59.0% 221,566 $12.6M
PhiloSmith Capital Corp 3.58% Add +10.0% 219,792 $12.5M
California Public Employees Retirement System 0.01% Reduce -8.5% 201,391 $11.5M
Mutual of America Capital Management LLC 0.13% Reduce -2.0% 200,239 $11.4M
Retirement Systems of Alabama 0.04% Reduce -18.7% 197,690 $11.3M
Natixis Advisors, LLC 0.01% Reduce -0.1% 180,690 $10.3M
Jones Financial Companies LLLP 0.00% Add +6144.5% 171,662 $9.7M
New York State Common Retirement Fund 0.01% Add +4.5% 165,708 $9.5M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +254.6% 164,113 $9.4M
Swiss National Bank 0.01% Add +0.3% 163,500 $9.3M
Trexquant Investment LP 0.05% Add +8.9% 133,140 $7.6M
LPL Financial LLC 0.00% Add +1.8% 127,330 $7.3M
Prospera Financial Services Inc 0.11% Add +1.2% 123,032 $7.0M
Nuveen, LLC 0.00% Add +6.9% 117,699 $6.7M
Alps Advisors Inc. 0.03% Reduce -4.6% 117,222 $6.7M
Legal & General Group Plc 0.00% Reduce -11.6% 115,999 $6.6M
Alliancebernstein L.P. 0.00% Reduce -20.6% 101,348 $6.5M
Teacher Retirement System of Texas 0.03% Reduce -3.6% 111,829 $6.4M
GW&K Investment Management, LLC 0.06% Add +5.8% 110,823 $6.3M
Caisse de depot et placement du Quebec 0.01% New 109,671 $6.3M
New York State Teachers Retirement System 0.01% Reduce -2.7% 108,575 $6.2M
Quantinno Capital Management LP 0.01% Add +23.7% 107,386 $6.1M
California State Teachers Retirement System 0.01% Add +26.7% 100,297 $5.7M
Ameriprise Financial Inc. 0.00% Reduce -1.9% 99,727 $5.7M
Holocene Advisors, LP 0.01% Add +55.1% 98,040 $5.6M
Thrivent Financial for Lutherans 0.01% Reduce -90.7% 95,065 $5.4M
St. Nicholas Private Asset Management, Inc. 4.95% Reduce -7.1% 92,801 $5.3M
Benjamin Edwards Inc. 0.05% Add +2777.5% 91,764 $5.2M
Citigroup Inc. 0.00% Add +21.0% 91,651 $5.2M
Creative Planning 0.00% Reduce -18.3% 88,719 $5.1M
Royal Bank of Canada 0.00% Add +34.5% 87,054 $5.0M
Regions Financial Corp. 0.03% Reduce -3.4% 85,597 $4.9M
Callan Family Office, LLC 0.11% Add +42.0% 85,451 $4.9M
Man Group plc 0.01% Reduce -19.4% 82,695 $4.7M
Karani Asset Management LLC 3.95% Reduce -19.7% 79,058 $4.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 76,338 $4.4M
Van Eck Associates Corp. 0.00% Add +3.6% 75,079 $4.3M
Renaissance Technologies 0.01% New 71,500 $4.1M
VestGen Advisors, LLC 0.11% Add +100.1% 80,613 $3.9M
Public Employees Retirement System of Ohio 0.01% Reduce -1.0% 68,480 $3.9M
T. Rowe Price Associates Inc. 0.00% Add +10.6% 64,288 $3.7M
CANADA LIFE ASSURANCE Co 0.01% Add +0.3% 63,702 $3.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.2% 63,483 $3.6M
Nisa Investment Advisors, LLC 0.01% Reduce -5.5% 62,002 $3.5M
Agf Management Ltd. 0.02% Add +29.4% 59,813 $3.4M
Commonwealth Equity Services, LLC 0.00% Reduce -16.3% 59,037 $3.4M
Isthmus Partners, LLC 0.33% Reduce -0.1% 54,537 $3.1M
B. Metzler seel. Sohn & Co. AG 0.03% Add +39.8% 50,123 $2.9M
HRT Financial LP 0.01% Add +424.9% 48,564 $2.8M
&partners 0.01% Add +49.7% 48,162 $2.8M
Susquehanna Fundamental Investments, LLC 0.10% Reduce -61.3% 47,988 $2.7M
National Bank of Canada 0.00% Add +5.6% 46,264 $2.6M
Inspire Advisors, LLC 0.21% Reduce -3.8% 45,684 $2.6M
MetLife Investment Management, LLC 0.01% Add +0.6% 45,208 $2.6M
Barclays PLC 0.00% Reduce -27.3% 44,991 $2.6M
Empowered Funds, LLC 0.02% New 44,581 $2.5M
Quantbot Technologies LP 0.10% Add +11.3% 44,131 $2.5M
Sciencast Management LP 0.31% Add +13.0% 43,263 $2.5M
Oak Thistle LLC 0.24% Add +77.2% 43,194 $2.5M
Fifth Third Bancorp 0.00% Add +9661.7% 41,585 $2.4M
Amalgamated Bank 0.02% Add +2.6% 40,954 $2.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +44.8% 40,933 $2.3M
Bruce & Co., Inc. 0.67% No change 40,800 $2.3M
Numerai GP LLC 0.23% New 40,248 $2.3M
Schonfeld Strategic Advisors LLC 0.02% New 38,954 $2.2M
Vanguard Global Advisers, LLC 0.00% — 37,809 $2.2M
NewEdge Wealth, LLC 0.03% Reduce -10.2% 37,772 $2.2M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -9.9% 37,369 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +9.5% 36,983 $2.1M
Advisory Services Network, LLC 0.03% New 36,706 $2.1M
Mgo One Seven LLC 0.04% Reduce -4.6% 36,561 $2.1M
Oppenheimer Asset Management Inc. 0.02% Add +48.0% 36,506 $2.1M
State of Wisconsin Investment Board 0.00% Add +2.5% 35,297 $2.0M
American Century Companies Inc. 0.00% Add +3.5% 35,195 $2.0M
Treasurer of the State of North Carolina 0.01% Add +2.2% 35,023 $2.0M
Hingham Institution for Savings 1.76% Add +16.7% 35,000 $2.0M
Police & Firemen's Retirement System of New Jersey 0.02% No change 34,216 $2.0M
Coldstream Capital Management Inc. 0.02% Add +15.6% 34,207 $2.0M
Neuberger Berman Group LLC 0.00% Reduce -17.1% 33,784 $1.9M
Jump Financial, LLC 0.03% Add +450.5% 33,582 $1.9M
FMR LLC 0.00% Reduce -24.6% 32,854 $1.9M
HighTower Advisors, LLC 0.00% Reduce -5.5% 31,806 $1.8M
Blair William & Co. 0.01% New 31,573 $1.8M
State of Tennessee, Department of Treasury 0.01% No change 31,102 $1.8M
Chase Investment Counsel Corp. 0.45% Add +25.0% 30,000 $1.7M
WCM Investment Management, LLC 0.00% Add +2.3% 29,262 $1.7M
Benedict Financial Advisors Inc. 0.35% Reduce -4.2% 29,401 $1.7M
Corient Private Wealth LP 0.00% Reduce -16.7% 29,125 $1.7M
Handelsbanken Fonder AB 0.01% No change 27,660 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -5.1% 27,360 $1.6M
State Board of Administration of Florida Retirement System 0.00% No change 26,915 $1.5M
Van Hulzen Asset Management, LLC 0.11% Reduce -11.1% 26,719 $1.5M
Louisiana State Employees Retirement System 0.03% Add +4.7% 26,600 $1.5M
Illinois Municipal Retirement Fund 0.02% Add +19.4% 26,448 $1.5M
DAVENPORT & Co LLC 0.01% Reduce -0.3% 26,265 $1.5M
Baird Financial Group, Inc. 0.00% Add +16.2% 25,432 $1.5M
Allstate Corp. 0.02% New 24,801 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 24,472 $1.4M
Lazard Asset Management LLC 0.00% Add +11.2% 24,209 $1.4M
Chatham Capital Group, Inc. 0.20% Reduce -9.2% 24,021 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 23,010 $1.3M
DC Investments Management, LLC 0.50% New 22,978 $1.3M
Arizona State Retirement System 0.01% Reduce -1.0% 22,703 $1.3M
Atria Investments, Inc 0.01% Add +1.4% 22,210 $1.3M
State of Michigan Retirement System 0.01% Add +1.8% 22,132 $1.3M
M&T Bank Corp 0.00% Add +11.7% 21,618 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 20,574 $1.2M
TD Asset Management Inc 0.00% Reduce -32.5% 20,358 $1.2M
Cerity Partners LLC 0.00% Reduce -2.0% 20,269 $1.2M
Vanguard Investments Australia, Ltd. 0.00% — 20,179 $1.2M
Cresset Asset Management, LLC 0.00% Reduce -3.6% 19,961 $1.1M
Redmond Asset Management, LLC 0.29% Add +1.8% 18,940 $1.1M
Oregon Public Employees Retirement Fund 0.01% Add +2.7% 18,872 $1.1M
Y-Intercept (Hong Kong) Ltd 0.02% Add +33.4% 18,842 $1.1M
KLP Kapitalforvaltning As 0.00% Add +3.3% 18,800 $1.1M
Wedbush Securities Inc. 0.03% New 18,718 $1.1M
Natixis 0.00% New 18,712 $1.1M
Gsa Capital Partners LLP 0.07% Reduce -15.0% 18,712 $1.1M
Cetera Investment Advisers 0.00% Reduce -22.3% 17,586 $1.0M
SG Americas Securities, LLC 0.00% Reduce -48.3% 17,581 $1.0M
Equitable Trust Co. 0.05% Reduce -1.6% 17,406 $993K
Deutsche Bank AG 0.00% Reduce -1.4% 17,181 $980K
Ameritas Investment Partners, Inc. 0.03% Add +0.5% 16,919 $965K
Brown Brothers Harriman & Co. 0.01% Add +4.6% 16,885 $963K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -25.0% 16,817 $959K
New Mexico Educational Retirement Board 0.03% No change 16,600 $947K
Vise Technologies, Inc. 0.02% No change 14,719 $942K
Sanctuary Advisors, LLC 0.01% Reduce -12.0% 16,496 $941K
Occudo Quantitative Strategies LP 0.05% New 18,056 $935K
Federation des caisses Desjardins du Quebec 0.00% Reduce -32.4% 16,245 $927K
Laurus Global Equity Management Inc. 0.90% No change 16,150 $921K
Ausbil Investment Management Ltd 0.46% No change 16,136 $919K
Pathstone Holdings, LLC 0.00% Add +25.1% 15,648 $893K
BNP Paribas Financial Markets 0.00% Add +4.2% 15,434 $880K
Virtu Financial LLC 0.04% Add +33.0% 15,341 $875K
Dynamic Technology Lab Private Ltd 0.14% Reduce -9.3% 15,230 $869K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +6.7% 14,915 $851K
Entropy Technologies, LP 0.04% New 14,822 $845K
Diversified Trust Co. 0.02% Add +4.0% 14,434 $823K
Resona Asset Management Co.,Ltd. 0.00% No change 14,204 $810K
Russell Investments Group, Ltd. 0.00% Reduce -40.2% 13,671 $780K
Summit Trail Advisors, LLC 0.01% Add +9.7% 13,614 $777K
Voleon Capital Management LP 0.02% Reduce -60.2% 13,450 $767K
Exchange Traded Concepts, LLC 0.01% Add +13.7% 13,299 $759K
Brown Advisory Inc. 0.00% Reduce -0.7% 13,208 $753K
Pictet Asset Management Holding SA 0.00% Add +6.4% 13,090 $747K
Northwestern Mutual Wealth Management Co. 0.00% Add +931.6% 13,039 $744K
Mackenzie Financial Corp. 0.00% New 12,225 $697K
Tidal Investments LLC 0.00% New 11,874 $677K
Curated Wealth Partners LLC 0.08% Add +12.3% 11,711 $668K
AlphaGrep UK Ltd 0.19% Add +115.3% 11,405 $651K
Inspire Investing, LLC 0.04% Add +19.7% 10,945 $624K
Xponance LLC 0.00% Add +27.8% 10,821 $617K
Impact Partnership Wealth, LLC 0.08% Add +6.8% 10,787 $615K
Ensign Peak Advisors, Inc 0.00% Reduce -37.8% 10,776 $615K
Federated Hermes, Inc. 0.00% Reduce -87.2% 10,638 $607K
Pacer Advisors, Inc. 0.00% Reduce -3.7% 10,579 $603K
Lido Advisors, LLC 0.00% Reduce -2.9% 10,122 $577K
Cwm, LLC 0.00% Reduce -9.0% 9,953 $568K
Mercer Global Advisors Inc. 0.00% Add +5.2% 9,912 $565K
Integrated Wealth Concepts LLC 0.00% New 9,866 $563K
Wesbanco Bank Inc. 0.02% Add +10.1% 9,852 $562K
Impact Capital Partners LLC 0.17% Add +8.1% 9,816 $560K
QRG Capital Management, Inc. 0.01% Add +22.7% 9,513 $543K
Roundview Capital LLC 0.03% New 9,510 $542K
Public Employees Retirement Association of Colorado 0.00% No change 9,446 $539K
D. E. Shaw & Co. 0.00% Reduce -76.3% 9,285 $530K
State of Alaska, Department of Revenue 0.01% No change 9,187 $524K
SkyView Investment Advisors, LLC 0.07% Add +4.7% 9,024 $515K
Evergreen Capital Management LLC 0.01% New 8,641 $493K
HSBC Holdings PLC 0.00% Add +42.8% 8,390 $479K
Avior Wealth Management, LLC 0.01% Reduce -6.6% 8,370 $477K
Daiwa Securities Group Inc. 0.00% New 8,219 $469K
Brooklyn Investment Group 0.01% Reduce -32.2% 8,103 $462K
Axq Capital, LP 0.06% New 8,081 $461K
Ausdal Financial Partners, Inc. 0.02% Reduce -20.6% 7,921 $452K
Commerce Bank 0.00% Reduce -2.8% 7,855 $448K
Mariner, LLC 0.00% Reduce -20.2% 7,841 $447K
Swiss Life Asset Management Ltd 0.00% Add +13.4% 7,794 $445K
Voya Investment Management LLC 0.00% Reduce -2.1% 7,791 $444K
Apollon Wealth Management, LLC 0.01% Reduce -0.2% 7,672 $438K
Virtus Advisers, LLC 0.20% No change 7,466 $426K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.8% 7,448 $425K
PNC Financial Services Group, Inc. 0.00% Reduce -8.8% 7,445 $425K
Bank of Nova Scotia 0.00% Reduce -80.7% 7,370 $420K
Captrust Financial Advisors 0.00% Reduce -1.9% 7,340 $419K
Hantz Financial Services, Inc. 0.01% Reduce -25.7% 7,149 $408K
Rockefeller Capital Management L.P. 0.00% Reduce -39.6% 7,129 $407K
D.A. Davidson & Co. 0.00% No change 7,040 $402K
Boothbay Fund Management, LLC 0.01% Add +65.1% 6,987 $399K
Vident Advisory, LLC 0.00% Add +54.6% 6,796 $388K
Securian Asset Management, Inc. 0.02% Add +1.6% 6,769 $386K
Franklin Resources Inc. 0.00% Reduce -0.8% 6,627 $378K
OneDigital Investment Advisors LLC 0.00% Reduce -5.8% 6,438 $367K
World Investment Advisors 0.01% Reduce -1.6% 6,114 $349K
United Capital Financial Advisors, LLC 0.00% New 6,025 $344K
Walled Lake Planning & Wealth Management, LLC 0.10% No change 6,002 $342K
Mad River Investors 0.12% Reduce -20.0% 6,000 $342K
CIBC Asset Management Inc 0.00% No change 5,986 $341K
Whittier Trust Co. 0.00% Reduce -97.0% 5,817 $338K
Beacon Pointe Advisors, LLC 0.00% Reduce -5.8% 5,899 $336K
Glenmede Trust Co. NA 0.00% Reduce -6.6% 5,797 $331K
Ethic Inc. 0.01% Add +57.4% 5,757 $328K
Steward Partners Investment Advisory, LLC 0.00% Add +3.8% 5,710 $326K
FIL Ltd 0.00% New 5,642 $322K
O'shaughnessy Asset Management, LLC 0.00% Reduce -2.2% 5,624 $321K
Prudential Financial Inc. 0.00% Reduce -5.5% 5,383 $307K
GAMMA Investing LLC 0.01% Add +53.8% 5,292 $302K
Marshall Wace, LLP 0.00% New 5,190 $296K
Amundi 0.00% New 5,157 $294K
Verition Fund Management LLC 0.00% Reduce -79.1% 5,087 $290K
Pure Financial Advisors, LLC 0.00% New 5,032 $287K
Bessemer Group Inc. 0.00% Reduce -68.8% 5,021 $287K
Aviva PLC 0.00% New 4,938 $282K
State of Wyoming 0.03% Reduce -46.8% 4,915 $280K
Truist Financial Corp. 0.00% Reduce -30.6% 4,874 $278K
Choreo, LLC 0.00% Reduce -11.8% 4,726 $270K
Old National Bancorp 0.00% Reduce -19.0% 4,715 $269K
Tower Research Capital LLC (TRC) 0.01% Add +24.8% 4,673 $267K
Somerset Trust Co 0.08% Reduce -0.7% 4,500 $257K
Utah Retirement Systems 0.00% No change 4,400 $251K
Krilogy Financial LLC 0.01% New 4,242 $250K
MML Investors Services, LLC 0.00% Reduce -18.5% 4,340 $248K
XTX Topco Ltd 0.00% New 4,339 $247K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -24.5% 4,251 $247K
Wealthedge Investment Advisors, LLC 0.09% Reduce -93.1% 4,333 $247K
Busey Bank 0.01% No change 4,300 $245K
South Shore Capital Advisors 0.18% No change 4,290 $245K
Bayforest Capital Ltd 0.27% Reduce -10.1% 4,250 $242K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.2% 4,149 $237K
Erste Asset Management GmbH 0.00% Reduce -22.0% 3,900 $224K
Maryland State Retirement & Pension System 0.00% No change 3,872 $221K
Strong Retirement Solutions LLC 0.15% Reduce -25.9% 3,735 $213K
Signal Advisors Wealth, LLC 0.01% Reduce -25.9% 3,735 $213K
Vista Finance, LLC 0.17% Reduce -3.1% 3,683 $210K
Brighton Securities Corp. 0.10% Add +5.2% 3,632 $207K
Brookstone Capital Management 0.00% Reduce -0.2% 3,623 $207K
Signaturefd, LLC 0.00% Reduce -51.2% 3,603 $206K
Parkside Financial Bank & Trust 0.02% Reduce -1.3% 3,551 $203K
Allworth Financial LP 0.00% Reduce -5.6% 3,427 $195K
US Bancorp \de 0.00% Reduce -18.5% 3,415 $195K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -97.0% 3,092 $179K
Sterling Capital Management LLC 0.00% Reduce -43.0% 2,629 $150K
Beaird Harris Wealth Management, LLC 0.01% No change 2,356 $134K
UMB Bank, n.a. 0.00% Add +22.2% 2,341 $134K
KBC Group NV 0.00% No change 2,308 $132K
Private Trust Co. NA 0.01% No change 2,200 $125K
Dundas Partners LLP 0.01% Reduce -44.5% 2,164 $123K
Huntington National Bank 0.00% Reduce -0.5% 2,003 $114K
STRS Ohio 0.00% Reduce -0.1% 1,957 $112K
Duncker Streett & Co. Inc. 0.02% No change 1,908 $109K
Osaic Holdings, Inc. 0.00% Add +3.1% 1,850 $106K
Evolution Wealth Management Inc. 0.07% No change 1,762 $101K
Parallel Advisors, LLC 0.00% Reduce -19.0% 1,757 $100K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +42.8% 1,663 $95K
Country Trust Bank 0.00% No change 1,600 $91K
Quarry LP 0.02% Add +30.7% 1,540 $88K
First Community Trust NA 0.06% No change 1,400 $80K
MAI Capital Management 0.00% Add +244.5% 1,092 $62K
Nomura Asset Management Co. Ltd. 0.00% Add +121.7% 1,020 $58K
Quadrant Capital Group LLC 0.00% Reduce -96.5% 975 $56K
IFP Advisors, Inc 0.00% Add +41.4% 967 $55K
Employees Retirement System of Texas 0.00% New 924 $53K
Blue Trust, Inc. 0.00% No change 789 $45K
Versant Capital Management, Inc 0.00% Reduce -70.0% 650 $37K
Covestor Ltd 0.03% Reduce -59.0% 652 $37K
EverSource Wealth Advisors, LLC 0.00% Add +33.4% 647 $37K
Sittner & Nelson, LLC 0.01% New 563 $32K
Clarity Asset Management, Inc. 0.01% Add +28.0% 517 $29K
SBI Securities Co., Ltd. 0.00% Reduce -11.4% 482 $27K
Ascentis Independent Advisors 0.00% New 406 $23K
Chung Wu Investment Group, LLC 0.02% No change 400 $23K
Los Angeles Capital Management LLC 0.00% Reduce -89.6% 400 $23K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 396 $23K
Golden State Wealth Management, LLC 0.00% Add +0.3% 385 $22K
HM Payson & Co. 0.00% No change 344 $20K
Root Financial Partners, LLC 0.00% Add +113.8% 342 $20K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -45.0% 340 $19K
Farther Finance Advisors, LLC 0.00% Reduce -21.5% 325 $19K
Caitong International Asset Management Co., Ltd 0.00% Reduce -86.8% 300 $17K
CX Institutional 0.00% Reduce -93.8% 290 $17K
Physician Wealth Advisors, Inc. 0.00% Reduce -7.5% 298 $17K
Quent Capital, LLC 0.00% Reduce -42.1% 281 $16K
Clark Wealth Partners 0.01% No change 266 $15K
Smithfield Trust Co 0.00% No change 250 $15K
Rothschild Investment LLC 0.00% Reduce -73.0% 239 $14K
Millstone Evans Group, LLC 0.01% New 217 $12K
Arax Advisory Partners 0.00% Reduce -54.3% 213 $12K
Clearstead Trust, LLC 0.00% Add +61.7% 207 $12K
Basecamp Wealth Advisors LLC 0.00% No change 206 $12K
Creative Financial Designs Inc. 0.00% Add +0.5% 202 $11K
Ankerstar Wealth, LLC 0.01% No change 200 $11K
Boreal Capital Management LLC 0.01% No change 200 $11K
Atlantic Union Bankshares Corp 0.00% New 174 $10K
Financial Network Wealth Advisors LLC 0.01% No change 171 $10K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 168 $10K
Bartlett & Co. Wealth Management LLC 0.00% Add +1.6% 185 $9K
Owl Creek Wealth Partners LLC 0.00% — 155 $9K
SouthState Bank Corp 0.00% Reduce -9.8% 148 $8K
Eurizon Capital SGR S.p.A. 0.00% New 141 $8K
SRH Advisors, LLC 0.00% No change 132 $8K
Assetmark, Inc. 0.00% Reduce -13.6% 121 $7K
City State Bank 0.00% No change 120 $7K
Fortitude Family Office, LLC 0.00% Add +30.8% 102 $6K
Private Wealth Management Group, LLC 0.00% Add +102.0% 101 $6K
Oakworth Capital, Inc. 0.00% No change 100 $6K
Twin Peaks Wealth Advisors, LLC 0.00% New 91 $5K
LRI Investments, LLC 0.00% Add +15.4% 90 $5K
CVA Family Office, LLC 0.00% Add +1000.0% 88 $5K
Bare Financial Services, Inc 0.00% Add +112.2% 87 $5K
Farmers & Merchants Investments Inc. 0.00% No change 76 $4K
C M Bidwell & Associates Ltd. 0.00% No change 74 $4K
Bogart Wealth, LLC 0.00% No change 70 $4K
Addison Advisors LLC 0.00% Add +13.8% 66 $4K
SHP Wealth Management 0.00% No change 62 $4K
Larson Financial Group LLC 0.00% Add +416.7% 62 $4K
JNBA Financial Advisors 0.00% New 61 $3K
Plante Moran Financial Advisors, LLC 0.00% No change 60 $3K
Entrust Financial LLC 0.00% No change 60 $3K
Kilter Group LLC 0.00% Reduce -69.6% 56 $3K
Highline Wealth Partners LLC 0.00% New 44 $3K
Godfrey Financial Associates, Inc. 0.00% Reduce -4.8% 40 $2K
Truvestments Capital LLC 0.00% New 40 $2K
Smartleaf Asset Management LLC 0.00% Reduce -45.8% 39 $2K
TD Capital Management LLC 0.00% No change 38 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -54.8% 38 $2K
True Wealth Design, LLC 0.00% Add +3600.0% 37 $2K
MPWM Advisory Solutions, LLC 0.00% No change 34 $2K
Sound Income Strategies, LLC 0.00% No change 33 $2K
NewEdge Advisors, LLC 0.00% No change 32 $2K
Rossby Financial, LCC 0.00% Add +357.1% 32 $2K
Prestige Wealth Management Group LLC 0.00% New 30 $2K
Manchester Capital Management LLC 0.00% Add +64.7% 28 $2K
S&T Bank 0.00% New 28 $2K
Cornerstone Financial Management LLC 0.00% Reduce -67.1% 24 $1K
Retirement Wealth Solutions LLC 0.00% Add +200.0% 24 $1K
WPG Advisers, LLC 0.00% Reduce -16.0% 21 $1K
Keating Financial Advisory Services, Inc. 0.00% Reduce -34.4% 21 $1K
Clearstead Advisors, LLC 0.00% Reduce -92.5% 20 $1K
Chesapeake Asset Management LLC 0.00% No change 20 $1K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -84.4% 19 $1K
Cornerstone Planning Group LLC 0.00% Reduce -8.3% 22 $1K
Avion Wealth 0.00% Reduce -62.5% 24 $1K
Harbour Investments, Inc. 0.00% Add +142.9% 17 $973
Cromwell Holdings LLC 0.00% Add +128.6% 16 $913
SJS Investment Consulting Inc. 0.00% Add +220.0% 16 $913
Rialto Wealth Management, LLC 0.00% Reduce -75.0% 15 $856
Financial Management Professionals, Inc. 0.00% No change 14 $799
DiNuzzo Private Wealth, Inc. 0.00% Reduce -13.3% 13 $742
Bay Harbor Wealth Management, LLC 0.00% Add +44.4% 13 $741
Scarborough Advisors, LLC 0.00% New 12 $699
Bell Investment Advisors, Inc 0.00% Reduce -57.1% 12 $685
Hughes Financial Services, LLC 0.00% Reduce -60.7% 11 $627
Signature Equity Partners, LLC 0.00% No change 10 $570
First Horizon Corp. 0.00% No change 10 $570
Horizon Investments, LLC 0.00% New 8 $456
Essential Partners LLC 0.00% Reduce -46.1% 7 $399
TopTier Wealth Management, LLC 0.00% New 6 $342
Vermillion Wealth Management, Inc. 0.00% New 5 $285
Investors Portfolio Services LLC 0.00% New 6 $284
American Capital Advisory, LLC 0.00% Reduce -66.7% 4 $229
Principia Wealth Advisory, LLC 0.00% Reduce -88.2% 4 $228
HFM Investment Advisors, LLC 0.00% Reduce -42.9% 4 $228
Curio Wealth, LLC 0.00% New 3 $171
Raffa Wealth Management, LLC 0.00% New 3 $171
Dunhill Financial, LLC 0.00% Reduce -50.0% 1 $110
Quaker Wealth Management, LLC 0.00% Reduce -90.0% 1 $58
Capital Advisors, Ltd. LLC 0.00% No change 6 $0

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