We are live on ! Find out more
RLI icon

RLI Corp

433 hedge funds and large institutions have $4.91B invested in RLI Corp in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 176 increasing their positions, 129 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $802K | Put options by funds: $443K

36% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 129

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

1% more funds holding

Funds holding: 430433 (+3)

1.72% less ownership

Funds ownership: 83.68%81.96% (-1.7%)

12% less capital invested

Capital invested by funds: $5.55B → $4.91B (-$638M)

Holders
433
Holders Change
+3
Holders Change %
+0.7%
% of All Funds
5.68%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
56
Increased
176
Reduced
129
Closed
50
Calls
$802K
Puts
$443K
Net Calls
+$359K
Net Calls Change
-$566K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Strive Asset Management
Ohio
$2.87K +$2.98K +44 New
TWD
402
True Wealth Design
Ohio
$2.74K +$2.5K +37 +740%
CT
403
Clearstead Trust
Maine
$2.61K -$1.83K -27 -40%
TCM
404
TD Capital Management
Tennessee
$2.42K
PWMG
405
Private Wealth Management Group
New Jersey
$2.22K -$2.77K -41 -55%
MAS
406
MPWM Advisory Solutions
Georgia
$2.22K
NA
407
NewEdge Advisors
Louisiana
$2.09K
AW
408
Avion Wealth
Texas
$2K +$1.22K +18 +129%
NFSG
409
Newbridge Financial Services Group
Florida
$1.84K
FFO
410
Fortitude Family Office
Arizona
$1.63K -$879 -13 -34%
WA
411
WPG Advisers
Maryland
$1.63K
STB
412
S&T Bank
Pennsylvania
$1.57K
HFS
413
Hughes Financial Services
Virginia
$1.54K +$1.69K +25 New
ABWM
414
Alpine Bank Wealth Management
Colorado
$1.44K -$17.2K -254 -92%
CAM
415
Chesapeake Asset Management
New York
$1.3K
RWM
416
Rialto Wealth Management
New York
$1.04K +$271 +4 +33%
CCM
417
Cloud Capital Management
Washington
$1K +$1.22K +18 New
SC
418
SouthState Corp
Florida
$979 +$1.01K +15 New
DPW
419
DiNuzzo Private Wealth
Pennsylvania
$949 -$135 -2 -13%
FMP
420
Financial Management Professionals
Texas
$913
SIC
421
SJS Investment Consulting
Ohio
$653 -$14.9K -221 -96%
AF
422
Advisornet Financial
Minnesota
$652 +$609 +9 +900%
FHC
423
First Horizon Corporation
Tennessee
$652 +$676 +10 New
PWA
424
Principia Wealth Advisory
Texas
$587 +$609 +9 New
RWS
425
Retirement Wealth Solutions
Wisconsin
$587 +$609 +9 New