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RLI Corp
RLI

Overview Fund Activity

396 hedge funds and large institutions have $5.61B invested in RLI Corp in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 153 increasing their positions, 136 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
38
Increased
153
Reduced
136
Closed
34
Calls
$3.7M
Puts
$3.43M
Net Calls
+$279K
Net Calls Change
-$509K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$93.3M
2
NIG
NFJ Investment Group
Texas
$9.93M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$9.46M
4
State Street
State Street
Massachusetts
$681M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$141M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$7.95M
2
Invesco
Invesco
Georgia
$98.5M
3
SPS
Susquehanna Portfolio Strategies
Pennsylvania
$13.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
326
Values First Advisors
Tennessee
$69.8K +$69.8K +902 New
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$68.7K +$24.5K +316 +55%
ANBT
328
American National Bank & Trust
Texas
$62.5K +$24K +310 +63%
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$55.2K -$1.09K -14 -2%
EWA
330
EverSource Wealth Advisors
Alabama
$52.3K +$14.2K +184 +37%
OP
331
ORG Partners
Indiana
$44K – – –
FFA
332
Farther Finance Advisors
California
$42.9K -$2.48K -32 -5%
CWM
333
Compass Wealth Management
Connecticut
$37.2K – – –
IA
334
IFP Advisors
Florida
$36.1K +$11.9K +154 +49%
GSEP
335
Golden State Equity Partners
California
$36K +$36K +464 New
Nomura Asset Management
336
Nomura Asset Management
Japan
$35.6K +$15.5K +200 +77%
AAP
337
Arax Advisory Partners
Colorado
$34.1K – – –
VSQM
338
V-Square Quantitative Management
Illinois
$32.2K +$32.2K +416 New
ABWM
339
Alpine Bank Wealth Management
Colorado
$31.3K +$31.3K +404 New
EBA
340
Eagle Bay Advisors
New York
$31K – – –
Mitsubishi UFJ Asset Management
341
Mitsubishi UFJ Asset Management
Japan
$30.7K +$27.1K +350 +761%
AAM
342
Advisors Asset Management
Colorado
$30.4K -$25.9K -334 -46%
UB
343
UMB Bank
Missouri
$27.9K +$24K +310 +620%
LFA
344
LGT Financial Advisors
Texas
$27.7K – – –
CCM
345
Chilton Capital Management
Texas
$27.1K +$27.1K +350 New
CFD
346
Creative Financial Designs
Indiana
$25.5K -$2.33K -30 -8%
GRP
347
Global Retirement Partners
California
$22.5K -$155 -2 -0.7%
VCM
348
Versant Capital Management
Arizona
$20.5K +$7.44K +96 +57%
ST
349
Smithfield Trust
Pennsylvania
$20K – – –
PS
350
Principal Securities
Iowa
$19.7K -$310 -4 -2%
12 13
14
15 16