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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
AWM
376
Activest Wealth Management
Florida
$5.5K +$5.4K +86 New
JWA
377
JFS Wealth Advisors
Pennsylvania
$5.38K +$1.13K +18 +27%
LI
378
LRI Investments
Florida
$4.99K
FFO
379
Fortitude Family Office
Arizona
$4.99K +$3.33K +53 +212%
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$4.86K +$440 +7 +10%
CMBA
381
C.M. Bidwell & Associates
Hawaii
$4.74K
CFM
382
Cornerstone Financial Management
Massachusetts
$4.67K +$4.58K +73 New
SAM
383
Smartleaf Asset Management
Massachusetts
$4.65K -$4.77K -76 -51%
BWL
384
Bogart Wealth LLC
Virginia
$4.48K +$502 +8 +13%
AW
385
Avion Wealth
Texas
$4K +$2.01K +32 +100%
SWM
386
SHP Wealth Management
Massachusetts
$3.97K +$3.89K +62 New
PMFA
387
Plante Moran Financial Advisors
Michigan
$3.85K
RWM
388
Rialto Wealth Management
New York
$3.84K +$2.76K +44 +275%
EF
389
Entrust Financial
Pennsylvania
$3.84K +$3.77K +60 New
AA
390
Addison Advisors
Vermont
$3.71K +$3.64K +58 New
Simplex Trading
391
Simplex Trading
Illinois
$3.71K +$3.64K +58 New
SL
392
Salomon & Ludwin
Virginia
$3.62K +$3.64K +58 New
PWMG
393
Private Wealth Management Group
New Jersey
$3.2K +$1K +16 +47%
Optiver Holding
394
Optiver Holding
Netherlands
$2.75K -$4.65K -74 -63%
GFA
395
Godfrey Financial Associates
New York
$2.69K +$2.64K +42 New
BFS
396
Bare Financial Services
Pennsylvania
$2.62K +$2.58K +41 New
TCM
397
TD Capital Management
Tennessee
$2.46K +$63 +1 +3%
MAS
398
MPWM Advisory Solutions
Georgia
$2.17K
PWA
399
Principia Wealth Advisory
Texas
$2.17K +$1.57K +25 +278%
FC
400
Financial Consulate
Maryland
$2.05K +$2.01K +32 New