RLI Corp (RLI) Ownership

134.93 ↑0.45 (0.33%)
As of December 11, 2023, 3:59pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of RLI Corp (RLI), owning a total of 4.6 million shares. Combined, the top 27 institutional holders of RLI own 67.56% of the company with a total of 30.8 million shares.

In the latest ownership report on September 30th 2023, the top 27 institutional holders increased their combined ownership of RLI by 399 thousand shares. 11 institutions bought 651,049 total additional shares and increased their ownership by an average of 9.99%. However 8 institutions sold 252,324 total shares and decreased their ownership by an average of 3.44%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of RLI Corp increased by a net total of 398,725 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.105%-0.145%4,610,596-6,7132023-09-30
State Street Corporation9.787%5.860%4,465,385247,1972023-09-30
BlackRock Inc7.724%0.845%3,524,13029,5122023-09-30
Kayne Anderson Rudnick Investment Management LLC5.506%-1.747%2,511,991-44,6602023-09-30
Neuberger Berman Group LLC2.999%-0.413%1,368,496-5,6762023-09-30
Markel Group Inc2.624%0.000%1,197,27202023-09-30
Morgan Stanley - Brokerage Accounts2.482%-1.794%1,132,398-20,6832023-09-30
JPMorgan Chase & Co2.373%1.118%1,082,47011,9652023-09-30
Dimensional Fund Advisors, Inc.2.005%4.025%914,61835,3882023-09-30
Thrivent Financial For Lutherans1.883%2.536%859,24021,2512023-09-30
Geode Capital Management, LLC1.830%0.220%835,0241,8292023-09-30
AllianceBernstein L.P.1.592%-16.155%726,234-139,9232023-09-30
Port Capital LLC1.577%0.941%719,5186,7102023-09-30
Amvescap Plc.1.491%-1.515%680,405-10,4662023-09-30
Van Berkom and Associates Inc1.154%18.056%526,67980,5522023-09-30
Bank of New York Mellon Corp0.894%-4.859%407,805-20,8272023-09-30
Charles Schwab Investment Management Inc0.878%39.294%400,532112,9882023-09-30
Northern Trust Corp0.867%0.909%395,5473,5622023-09-30
Balyasny Asset Management LLC0.827%36.090%377,445100,0952023-09-30
Wells Fargo & Co0.815%-0.899%371,970-3,3762023-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.105%-0.145%4,610,596-6,7132023-09-30
State Street Corporation9.787%5.860%4,465,385247,1972023-09-30
BlackRock Inc7.724%0.845%3,524,13029,5122023-09-30
Kayne Anderson Rudnick Investment Management LLC5.506%-1.747%2,511,991-44,6602023-09-30
Neuberger Berman Group LLC2.999%-0.413%1,368,496-5,6762023-09-30
Markel Corp2.628%0.000%1,197,27202023-03-31
Markel Group Inc2.624%0.000%1,197,27202023-09-30
Morgan Stanley - Brokerage Accounts2.482%-1.794%1,132,398-20,6832023-09-30
JPMorgan Chase & Co2.373%1.118%1,082,47011,9652023-09-30
Dimensional Fund Advisors, Inc.2.005%4.025%914,61835,3882023-09-30
Thrivent Financial For Lutherans1.883%2.536%859,24021,2512023-09-30
Geode Capital Management, LLC1.830%0.220%835,0241,8292023-09-30
AllianceBernstein L.P.1.592%-16.155%726,234-139,9232023-09-30
Port Capital LLC1.577%0.941%719,5186,7102023-09-30
Eaton Vance Management1.519%7.147%692,02946,1592022-09-30
Amvescap Plc.1.491%-1.515%680,405-10,4662023-09-30
Van Berkom and Associates Inc1.154%18.056%526,67980,5522023-09-30
Bank of New York Mellon Corp0.894%-4.859%407,805-20,8272023-09-30
Charles Schwab Investment Management Inc0.878%39.294%400,532112,9882023-09-30
Northern Trust Corp0.867%0.909%395,5473,5622023-09-30
Millennium Management LLC0.846%0.000%385,891385,8912023-06-30
Snyder Capital Management LP0.833%-0.320%380,063-1,2212023-06-30
Balyasny Asset Management LLC0.827%36.090%377,445100,0952023-09-30
Wells Fargo & Co0.815%-0.899%371,970-3,3762023-09-30
HHG PLC0.815%-0.468%370,637-1,7432022-09-30
Atlanta Capital Management Company,LLC0.754%-4.323%342,037-15,4532022-09-30
Palisade Capital Management LLc0.749%-6.953%341,496-25,5202023-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of RLI Corp (RLI), owning a total of 1.4 million shares. Combined, the top 30 mutual fund holders of RLI own 34.60% of the company with a total of 15.8 million shares.

In the latest ownership report on October 31st 2023, the top 30 fund holders increased their combined ownership of RLI by 74 thousand shares. 5 funds bought 21,841 total additional shares and increased their ownership by an average of 0.64%. However 2 funds sold 95,403 total shares and decreased their ownership by an average of 7.67%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding RLI Corp decreased by a net total of -73,562 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.962%0.531%1,351,5237,1352023-10-31
iShares Core S&P Mid-Cap ETF2.717%0.036%1,239,4564442023-10-31
Vanguard Small Cap Index2.436%0.184%1,111,5972,0402023-10-31
Vanguard Small Cap Value Index Inv1.696%-0.388%773,936-3,0152023-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.254%2.011%572,08011,2762023-10-31
SPDR® S&P Dividend ETF1.151%-14.956%525,333-92,3882023-10-31
ProShares S&P MidCap 400 Dividend Arst0.541%0.000%246,66302023-10-31
iShares S&P Mid-Cap 400 Growth ETF0.538%0.000%245,41202023-10-31
Vanguard Dividend Appreciation ETF0.500%0.416%228,2639462023-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.962%0.531%1,351,5237,1352023-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.924%1.910%1,334,24725,0122023-03-31
iShares Core S&P Mid-Cap ETF2.717%0.036%1,239,4564442023-10-31
Vanguard Small Cap Index2.436%0.184%1,111,5972,0402023-10-31
iShares Russell 2000 ETF1.956%0.461%891,1244,0852023-06-21
Neuberger Berman Genesis Inv1.878%-0.618%857,008-5,3282023-09-30
Vanguard Small Cap Value Index Inv1.696%-0.388%773,936-3,0152023-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.254%2.011%572,08011,2762023-10-31
Vanguard Extended Market Index Investor1.241%0.302%566,0061,7022023-08-31
JPM US Small Cap Core-Composite1.156%2.553%527,33013,1282023-09-30
JPMorgan Small Cap Equity A1.156%0.000%527,33002023-09-30
SPDR® S&P Dividend ETF1.151%-14.956%525,333-92,3882023-10-31
AB Small Cap Growth A0.849%-0.761%387,502-2,9702023-09-30
Calvert US Small-Cap Strategy0.844%4.294%385,07615,8542023-09-30
Calvert Small-Cap A0.844%0.000%385,07602023-09-30
Thrivent Small Cap Stock A0.819%1.028%373,6413,8032023-08-31
Calvert US Small-Cap SMA0.789%-26.744%359,578-131,2702023-03-31
Fidelity® Small Cap Index0.750%1.670%342,1105,6192023-05-31
SPDR® S&P MIDCAP 400 ETF Trust0.721%-3.213%328,784-10,9132023-09-30
Virtus KAR Small-Cap Core I0.674%-7.828%307,303-26,1002023-06-30
iShares Russell 2000 Growth ETF0.673%0.248%306,6817592023-06-21
Janus Henderson US Small Cap Growth0.639%-12.960%291,004-43,3292022-12-31
Janus Henderson Venture D0.639%-12.960%291,004-43,3292022-12-31
Virtus KAR Small-Cap Value I0.575%0.000%262,16402023-03-31
Polar Capital Global Ins A Inc0.570%0.000%260,00002023-09-30
Polar Capital Global Ins A GBP Inc0.570%0.000%260,00002023-08-31
ProShares S&P MidCap 400 Dividend Arst0.541%0.000%246,66302023-10-31
DFA US Small Cap I0.538%0.000%245,53402023-09-30
iShares S&P Mid-Cap 400 Growth ETF0.538%0.000%245,41202023-10-31
Vanguard Dividend Appreciation ETF0.500%0.416%228,2639462023-10-31

Discussions

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bettysburgers11/17/23 11:53pm

$RLI rocket fuel tanks are full. Gonna shoot to the stars

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BretJohns11/13/22 02:50pm

$RLI where’s the WSB guys at? Still sleeping?

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