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RLI Corp

355 hedge funds and large institutions have $4.95B invested in RLI Corp in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 122 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

2% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 120

1% less capital invested

Capital invested by funds: $4.99B → $4.95B (-$40.6M)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

8% less call options, than puts

Call options by funds: $1.93M | Put options by funds: $2.09M

1% less funds holding

Funds holding: 359355 (-4)

1.36% less ownership

Funds ownership: 160.88%159.52% (-1.4%)

Holders
355
Holders Change
-4
Holders Change %
-1.11%
% of All Funds
5.63%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
36
Increased
122
Reduced
120
Closed
38
Calls
$1.93M
Puts
$2.09M
Net Calls
-$163K
Net Calls Change
-$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
APW
326
Acima Private Wealth
Virginia
$8.15K
CB
327
CNB Bank
Pennsylvania
$7.47K +$7.42K +110 New
BG
328
Bollard Group
Massachusetts
$7K
TPCW
329
TD Private Client Wealth
New York
$5.98K
LC
330
Lindbrook Capital
California
$5.16K -$540 -8 -10%
CSPIA
331
Cary Street Partners Investment Advisory
Virginia
$5.16K
IFAM
332
Institutional & Family Asset Management
Colorado
$5.16K
QC
333
Quent Capital
New York
$5.16K
CMBA
334
C.M. Bidwell & Associates
Hawaii
$5.03K
AF
335
Allworth Financial
California
$4.89K +$3.24K +48 +200%
JWA
336
JFS Wealth Advisors
Pennsylvania
$4.35K
BWL
337
Bogart Wealth LLC
Virginia
$4.21K
PMFA
338
Plante Moran Financial Advisors
Michigan
$4.1K
SFG
339
Steward Financial Group
Texas
$4K +$4.18K +62 New
GWS
340
Glassman Wealth Services
Virginia
$3.4K
Toronto Dominion Bank
341
Toronto Dominion Bank
Ontario, Canada
$3.26K
Mitsubishi UFJ Asset Management
342
Mitsubishi UFJ Asset Management
Japan
$3.13K +$3.1K +46 New
OLVIG
343
Oliver Lagore Vanvalin Investment Group
Michigan
$2.72K +$2.7K +40 New
AWM
344
Atticus Wealth Management
Florida
$2.31K
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$2.31K
AAP
346
Arax Advisory Partners
Colorado
$2.17K -$1.22K -18 -36%
PFBT
347
Parkside Financial Bank & Trust
Missouri
$2.17K
AWA
348
Authentikos Wealth Advisory
California
$2.04K +$2.02K +30 New
VF
349
VitalStone Financial
Texas
$2K +$2.43K +36 New
FMP
350
Financial Management Professionals
Texas
$1K

RLI Hedge Fund Activity: Q3 2023 in Review

355 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q3 2023, worth a combined $4.95B — down 0.81% from $4.99B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of RLI and 36 opened new positions — a net loss of 2 holders — while 120 trimmed existing stakes and 122 added.

The largest buyer was State Street, adding an estimated $33.4M. The largest seller was Millennium Management, cutting an estimated $50.7M.

  • 355 institutional investors held RLI Corp (RLI) as of Q3 2023, down from 359 in Q2 2023.
  • Funds reported $4.95B of RLI Corp stock for Q3 2023, down 0.81% quarter-over-quarter.
  • 36 funds opened new RLI Corp positions in Q3 2023 and 38 closed out, a net change of -2 holders.
  • The largest RLI Corp buyer in Q3 2023 was State Street, an estimated $33.4M added.
  • The largest RLI Corp seller in Q3 2023 was Millennium Management, an estimated $50.7M sold.

Based on aggregated 13F filings for Q3 2023.