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RLI Corp

433 hedge funds and large institutions have $6.08B invested in RLI Corp in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 128 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $610K

112% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 34

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

23% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 128

9% more funds holding

Funds holding: 398433 (+35)

7% more capital invested

Capital invested by funds: $5.68B → $6.08B (+$397M)

1.51% more ownership

Funds ownership: 160.32%161.83% (+1.5%)

Holders
433
Holders Change
+35
Holders Change %
+8.79%
% of All Funds
5.7%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
72
Increased
157
Reduced
128
Closed
34
Calls
$1.47M
Puts
$610K
Net Calls
+$857K
Net Calls Change
+$578K
Name Holding Trade Value Shares
Change
Change in
Stake
A
401
AlphaQuest
New York
$5.6K -$1.47M -17,668 -100%
JWA
402
JFS Wealth Advisors
Pennsylvania
$5.44K
BWL
403
Bogart Wealth LLC
Virginia
$5.11K
PMFA
404
Plante Moran Financial Advisors
Michigan
$4.97K
HCP
405
Hexagon Capital Partners
Arkansas
$4.29K +$2.49K +30 +136%
CA
406
CoreCap Advisors
Michigan
$4.29K +$4.32K +52 New
VWM
407
Venturi Wealth Management
Texas
$4.12K
BCMLT
408
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.63K
BIG
409
Brooklyn Investment Group
New York
$3.3K +$3.32K +40 New
TCM
410
TD Capital Management
Tennessee
$3.04K +$2.99K +36 New
TPCW
411
TD Private Client Wealth
New York
$2.97K +$332 +4 +13%
TH
412
TCTC Holdings
Texas
$2.97K +$2.99K +36 New
PWMG
413
Private Wealth Management Group
New Jersey
$2.8K
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$2.8K
MAS
415
MPWM Advisory Solutions
Georgia
$2.8K +$2.82K +34 New
NA
416
NewEdge Advisors
Louisiana
$2.64K
LI
417
LRI Investments
Florida
$2.47K
WIM
418
Westside Investment Management
California
$2.47K
NFSG
419
Newbridge Financial Services Group
Florida
$2.31K +$2.33K +28 New
FWA
420
FSC Wealth Advisors
New York
$1.98K
MG
421
Mather Group
Illinois
$1.81K +$1.83K +22 New
GWM
422
Geneos Wealth Management
Colorado
$1.65K +$332 +4 +25%
DPW
423
DiNuzzo Private Wealth
Pennsylvania
$1.15K -$166 -2 -13%
FMP
424
Financial Management Professionals
Texas
$1.15K
FHA
425
First Horizon Advisors
Tennessee
$824

RLI Hedge Fund Activity: Q4 2024 in Review

433 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q4 2024, worth a combined $6.08B — up 7% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new RLI positions and 34 closed out — a net gain of 38 holders — while 157 added to existing stakes and 128 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $58.8M. The largest seller was Millennium Management, cutting an estimated $17.8M.

  • 433 institutional investors held RLI Corp (RLI) as of Q4 2024, up from 398 in Q3 2024.
  • Funds reported $6.08B of RLI Corp stock for Q4 2024, up 7% quarter-over-quarter.
  • 72 funds opened new RLI Corp positions in Q4 2024 and 34 closed out, a net change of +38 holders.
  • The largest RLI Corp buyer in Q4 2024 was Wellington Management Group, an estimated $58.8M added.
  • The largest RLI Corp seller in Q4 2024 was Millennium Management, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2024.