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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 %
CPA
376
Capital Performance Advisors
California
$4.49K +$4.49K +58 New
VWM
377
Venturi Wealth Management
Texas
$3.88K -$64K -826 -94%
BCMLT
378
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.41K +$3.41K +44 New
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$2.64K – – –
PWMG
380
Private Wealth Management Group
New Jersey
$2.64K – – –
LI
381
LRI Investments
Florida
$2.63K – – –
NA
382
NewEdge Advisors
Louisiana
$2.48K – – –
TPCW
383
TD Private Client Wealth
New York
$2.48K +$2.48K +32 New
AIM
384
Anchor Investment Management
South Carolina
$2.33K +$2.33K +30 New
WIM
385
Westside Investment Management
California
$2.24K – – –
FWA
386
FSC Wealth Advisors
New York
$1.86K – – –
CAS
387
Coppell Advisory Solutions
Texas
$1.85K – – –
HCP
388
Hexagon Capital Partners
Arkansas
$1.71K +$1.71K +22 New
GWM
389
Geneos Wealth Management
Colorado
$1.24K -$3.41K -44 -73%
DPW
390
DiNuzzo Private Wealth
Pennsylvania
$1.24K +$155 +2 +14%
FMP
391
Financial Management Professionals
Texas
$1K – – –
FHA
392
First Horizon Advisors
Tennessee
$775 – – –
Allspring Global Investments
393
Allspring Global Investments
North Carolina
$774 +$774 +10 New
AssetMark Inc
394
AssetMark Inc
California
$620 – – –
PA
395
PSI Advisors
Florida
$155 – – –
Norges Bank
396
Norges Bank
Norway
– -$62.8M -892,472 Closed
TPSF
397
Texas Permanent School Fund
Texas
– -$4.89M -69,554 Closed
Rockefeller Capital Management
398
Rockefeller Capital Management
New York
– -$2.28M -32,342 Closed
LIP
399
Lighthouse Investment Partners
Florida
– -$1.86M -26,494 Closed
YIH
400
Y-Intercept (HK)
Hong Kong
– -$1.48M -21,030 Closed
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16
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