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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 %
BCWM
351
Bartlett & Co Wealth Management
Ohio
$19.5K – – –
SIC
352
SJS Investment Consulting
Ohio
$19.1K – – –
RA
353
Rise Advisors
New York
$18.9K +$155 +2 +0.8%
C
354
Covestor
United Kingdom
$15K -$158 -2 -1%
IFS
355
Intelligent Financial Strategies
Minnesota
$14.3K – – –
HWM
356
Hemington Wealth Management
Virginia
$14K +$14K +190 New
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$13.5K +$155 +2 +1%
FNWA
358
Financial Network Wealth Advisors
Utah
$13.4K – – –
QCG
359
Quadrant Capital Group
Ohio
$13.2K -$3.41K -44 -21%
CB
360
CNB Bank
Pennsylvania
$12.7K -$7.75K -100 -38%
PFBT
361
Parkside Financial Bank & Trust
Missouri
$12.2K +$1.86K +24 +18%
Bessemer Group
362
Bessemer Group
New Jersey
$12K +$1.81K +22 +18%
WSFS
363
Wilmington Savings Fund Society
Delaware
$11.9K +$11.9K +154 New
FCM
364
Fourpath Capital Management
Oklahoma
$11K +$11K +142 New
GM
365
GeoWealth Management
Illinois
$10.7K +$10.7K +138 New
TWC
366
TD Waterhouse Canada
Ontario, Canada
$10.2K – – –
SA
367
SRH Advisors
Kansas
$10.2K – – –
SAM
368
Smartleaf Asset Management
Massachusetts
$9.39K +$4K +52 +74%
LFG
369
Larson Financial Group
Missouri
$8.06K – – –
QC
370
Quent Capital
New York
$7.9K +$2.02K +26 +34%
LC
371
Lindbrook Capital
California
$6.04K -$310 -4 -5%
CMBA
372
C.M. Bidwell & Associates
Hawaii
$5.73K – – –
JWA
373
JFS Wealth Advisors
Pennsylvania
$5.12K +$155 +2 +3%
BWL
374
Bogart Wealth LLC
Virginia
$4.8K – – –
PMFA
375
Plante Moran Financial Advisors
Michigan
$4.67K – – –
13 14
15
16 17