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RLI Corp
RLI

376 hedge funds and large institutions have $5.38B invested in RLI Corp in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 119 increasing their positions, 131 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $1.23M

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

7% more capital invested

Capital invested by funds: $5.03B → $5.38B (+$354M)

5% more funds holding

Funds holding: 357 → 376 (+19)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 131

6.64% less ownership

Funds ownership: 165.45% → 158.81% (-6.6%)

Holders
376
Holders Change
+19
Holders Change %
+5.32%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
53
Increased
119
Reduced
131
Closed
32
Calls
$5.32M
Puts
$1.23M
Net Calls
+$4.08M
Net Calls Change
+$1.4M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$49.6M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$20.9M
3
MC
Maren Capital
Illinois
+$15.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$10.3M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$9.57M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$227M
2
American Century Companies
American Century Companies
Missouri
-$32.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$31.8M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$27.2M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$673M -$4.8M -67,390 -0.7%
State Street
2
State Street
Massachusetts
$650M +$5.34M +74,956 +0.9%
BlackRock
3
BlackRock
New York
$532M +$5.42M +76,094 +1%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$361M -$1.9M -26,696 -0.5%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$199M -$2.44M -34,268 -1%
MG
6
Markel Group
Virginia
$178M – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$135M -$173K -2,426 -0.1%
JP Morgan Chase
8
JP Morgan Chase
New York
$129M -$31.8M -445,850 -20%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$121M -$2.07M -29,072 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$119M +$4.42M +62,096 +4%
PC
11
Port Capital
Illinois
$111M +$3.96M +55,542 +4%
Invesco
12
Invesco
Georgia
$105M +$5.25M +73,620 +5%
Morgan Stanley
13
Morgan Stanley
New York
$99.7M -$227M -3,183,754 -70%
MC
14
Maren Capital
Illinois
$90.9M +$15.3M +215,310 +21%
AllianceBernstein
15
AllianceBernstein
Tennessee
$83.3M -$11.7M -164,278 -13%
VBA
16
Van Berkom & Associates
Quebec, Canada
$81.4M -$3.14M -43,998 -4%
T. Rowe Price Investment Management
17
T. Rowe Price Investment Management
Maryland
$75.3M +$49.6M +695,518 +219%
Norges Bank
18
Norges Bank
Norway
$65.2M +$6.32M +88,628 +11%
Charles Schwab
19
Charles Schwab
California
$63.6M +$2.36M +33,076 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$63.3M -$2.31M -32,484 -4%
Wells Fargo
21
Wells Fargo
California
$53.7M -$1.13M -15,792 -2%
Northern Trust
22
Northern Trust
Illinois
$52.9M -$4.62M -64,904 -8%
SCM
23
Snyder Capital Management
California
$47M +$2.36M +33,126 +6%
PCM
24
Palisade Capital Management
New Jersey
$46.6M -$1.9M -26,660 -4%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$39.4M +$4.76M +66,870 +14%
1
2 3 4 5

RLI Hedge Fund Activity: Q1 2024 in Review

376 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q1 2024, worth a combined $5.38B — up 7% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RLI positions and 32 closed out — a net gain of 21 holders — while 119 added to existing stakes and 131 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $49.6M. The largest seller was Morgan Stanley, cutting an estimated $227M.

  • 376 institutional investors held RLI Corp (RLI) as of Q1 2024, up from 357 in Q4 2023.
  • Funds reported $5.38B of RLI Corp stock for Q1 2024, up 7% quarter-over-quarter.
  • 53 funds opened new RLI Corp positions in Q1 2024 and 32 closed out, a net change of +21 holders.
  • The largest RLI Corp buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $49.6M added.
  • The largest RLI Corp seller in Q1 2024 was Morgan Stanley, an estimated $227M sold.

Based on aggregated 13F filings for Q1 2024.