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RLI Corp

436 hedge funds and large institutions have $5.06B invested in RLI Corp in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 147 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 147

12% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 65

4.07% more ownership

Funds ownership: 81.96%86.03% (+4.1%)

3% more capital invested

Capital invested by funds: $4.91B → $5.06B (+$147M)

1% more funds holding

Funds holding: 433436 (+3)

2% less call options, than puts

Call options by funds: $358K | Put options by funds: $365K

Holders
436
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
5.3%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
73
Increased
168
Reduced
147
Closed
65
Calls
$358K
Puts
$365K
Net Calls
-$7K
Net Calls Change
-$366K
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
351
Mitsubishi UFJ Asset Management
Japan
$24.7K
GSWM
352
Golden State Wealth Management
California
$24.6K +$754 +12 +3%
HPC
353
HM Payson & Co
Maine
$22K
PWA
354
Physician Wealth Advisors
Utah
$20.6K +$3.52K +56 +21%
MCM
355
MAI Capital Management
Ohio
$20.3K +$5.59K +89 +39%
CA
356
Clearstead Advisors
Ohio
$17.1K +$6.09K +97 +57%
CWP
357
Clark Wealth Partners
Illinois
$17K
ST
358
Smithfield Trust
Pennsylvania
$16K
BWA
359
Basecamp Wealth Advisors
Washington
$13.2K +$12.9K +206 New
CFD
360
Creative Financial Designs
Indiana
$12.9K +$5.34K +85 +73%
BCM
361
Boreal Capital Management
Florida
$12.8K
AW
362
Ankerstar Wealth
Texas
$12.8K +$12.6K +200 New
KG
363
Kilter Group
New York
$11.8K +$11.6K +184 New
BCWM
364
Bartlett & Co Wealth Management
Ohio
$11.6K
FNWA
365
Financial Network Wealth Advisors
Utah
$10.9K -$126 -2 -1%
TSMHT
366
Thurston Springer Miller Herd & Titak
Indiana
$10.7K +$10.6K +168 New
SC
367
SouthState Corp
Florida
$10.5K +$9.36K +149 +993%
RFP
368
Root Financial Partners
California
$10.2K -$1.95K -31 -16%
AssetMark Inc
369
AssetMark Inc
California
$8.96K +$3.83K +61 +77%
SA
370
SRH Advisors
Kansas
$8.45K
CT
371
Clearstead Trust
Maine
$8.19K +$5.53K +88 +220%
PWPS
372
Pinnacle Wealth Planning Services
Ohio
$7.81K +$7.66K +122 New
EW
373
Elyxium Wealth
California
$7.74K +$7.6K +121 New
CSB
374
City State Bank
Iowa
$7.68K +$7.54K +120 New
OC
375
Oakworth Capital
Alabama
$6.4K +$6.28K +100 New