Who owns RLI (RLI)
Which tracked institutional funds hold RLI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RLI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
99 tracked funds added or opened RLI while 85 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RLI’s largest tracked holder by dollar value, STATE STREET CORP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RLI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 390 tracked filers holding RLI, 218 increased or opened the position and 224 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases. A multi-insider buy cluster also fired inside the quarter.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RLI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 21
- Jupiter Topco LLC$26M
- WINTON GROUP Ltd$6M
- Ilex Capital Partners (UK) LLP$6M
- DARK FOREST CAPITAL MANAGEMENT LP$5M
- Wedmont Private Capital$4M
- Bleakley Financial Group, LLC$3M
Full exits 53
- Van Berkom & Associates Inc.$77M
- T. Rowe Price Investment Management, Inc.$67M
- JANUS HENDERSON GROUP PLC$24M
- ARGENT CAPITAL MANAGEMENT LLC$21M
- VAUGHAN DAVID INVESTMENTS LLC/IL$16M
- NATIXIS ADVISORS, LLC$10M
Largest adds
- ARIEL INVESTMENTS, LLC$99M
- BANK OF MONTREAL /CAN/$72M
- BlackRock, Inc.$69M
- WASATCH ADVISORS LP$67M
- NEUBERGER BERMAN GROUP LLC$57M
- Invesco Ltd.$48M
Largest trims
- NORGES BANK$33M
- TWO SIGMA INVESTMENTS, LP$18M
- Gotham Asset Management, LLC$14M
- EULAV Asset Management$10M
- PALISADE CAPITAL MANAGEMENT, LP$10M
- TEACHER RETIREMENT SYSTEM OF TEXAS$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| STATE STREET CORP trimmed | 8,943,750 | $528M | 10.9% | 2026-Q2 |
| BlackRock, Inc. added | 8,332,056 | $492M | 10.2% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 6,737,775 | $398M | 8.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 4,750,995 | $281M | 5.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,137,133 | $244M | 5.1% | 2026-Q2 |
| WASATCH ADVISORS LP added | 3,631,273 | $214M | 4.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,614,068 | $154M | 3.2% | 2026-Q2 |
| ARIEL INVESTMENTS, LLC added | 2,519,527 | $149M | 3.1% | 2026-Q2 |
| Markel Group Inc. | 2,394,544 | $141M | 2.9% | 2026-Q2 |
| Invesco Ltd. added | 2,358,611 | $139M | 2.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,847,207 | $109M | 2.3% | 2026-Q2 |
| Maren Capital LLC added | 1,817,370 | $107M | 2.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,562,840 | $92M | 1.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,462,109 | $86M | 1.8% | 2026-Q2 |
| Port Capital LLC trimmed | 1,345,839 | $79M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,165,897 | $69M | 1.4% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 1,134,387 | $67M | 1.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,079,682 | $64M | 1.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 998,267 | $59M | 1.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 916,838 | $54M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 905,105 | $53M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 885,547 | $52M | 1.1% | 2026-Q2 |
| Bragg Financial Advisors, Inc added | 848,126 | $50M | 1.0% | 2026-Q2 |
| Polar Capital Holdings Plc added | 837,500 | $49M | 1.0% | 2026-Q2 |
| NORGES BANK trimmed | 827,253 | $49M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 793,218 | $47M | 1.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 776,595 | $46M | 1.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 709,876 | $42M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 705,393 | $42M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 701,340 | $41M | 0.9% | 2026-Q2 |
| Global Alpha Capital Management Ltd. added | 700,675 | $41M | 0.9% | 2026-Q2 |
| UBS Group AG added | 698,653 | $41M | 0.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 634,602 | $37M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 606,591 | $36M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 582,998 | $34M | 0.7% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 537,759 | $32M | 0.7% | 2026-Q2 |
| ProShare Advisors LLC added | 454,459 | $27M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 453,929 | $27M | 0.6% | 2026-Q2 |
| Jupiter Topco LLC new | 432,621 | $26M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 394,837 | $23M | 0.5% | 2026-Q2 |
| Champlain Investment Partners, LLC trimmed | 391,712 | $23M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO added | 366,239 | $22M | 0.4% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 360,253 | $21M | 0.4% | 2026-Q2 |
| SNYDER CAPITAL MANAGEMENT L P trimmed | 346,139 | $20M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 314,769 | $19M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 309,901 | $18M | 0.4% | 2026-Q2 |
| Nepsis Inc. trimmed | 282,589 | $17M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 267,773 | $16M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 248,482 | $15M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 234,195 | $14M | 0.3% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 231,092 | $14M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 228,443 | $13M | 0.3% | 2026-Q2 |
| EULAV Asset Management trimmed | 223,000 | $13M | 0.3% | 2026-Q2 |
| PhiloSmith Capital Corp trimmed | 218,992 | $13M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 216,603 | $13M | 0.3% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 190,050 | $11M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 170,600 | $10M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 165,631 | $10M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 163,560 | $10M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 147,589 | $9M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 142,862 | $8M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 131,446 | $8M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 130,981 | $8M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 120,932 | $7M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 120,786 | $7M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 119,437 | $7M | 0.1% | 2026-Q2 |
| Creative Planning added | 117,938 | $7M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 113,648 | $7M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 113,308 | $7M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 110,579 | $6M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 110,304 | $7M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd added | 97,598 | $6M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 97,502 | $6M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 95,925 | $6M | 0.1% | 2026-Q2 |
| Ilex Capital Partners (UK) LLP new | 94,201 | $6M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 92,734 | $5M | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 86,120 | $5M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 83,493 | $5M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 80,856 | $5M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 80,763 | $5M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 77,071 | $5M | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 76,990 | $5M | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 72,849 | $4M | 0.1% | 2026-Q2 |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC trimmed | 70,089 | $4M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 69,195 | $4M | 0.1% | 2026-Q2 |
| Karani Asset Management LLC trimmed | 68,106 | $4M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 66,968 | $4M | 0.1% | 2026-Q2 |
| B. Metzler seel. Sohn & Co. AG added | 65,363 | $4M | 0.1% | 2026-Q2 |
| ISTHMUS PARTNERS, LLC added | 65,211 | $4M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 64,524 | $4M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 63,054 | $4M | 0.1% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC added | 62,064 | $4M | 0.1% | 2026-Q2 |
| ALLSTATE CORP added | 59,966 | $4M | 0.1% | 2026-Q2 |
| Wedmont Private Capital added | 59,916 | $4M | 0.1% | 2026-Q2 |
| AGF MANAGEMENT LTD trimmed | 56,774 | $3M | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC new | 53,993 | $3M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 52,569 | $3M | 0.1% | 2026-Q2 |
| &PARTNERS added | 50,858 | $3M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 49,252 | $3M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 44,099 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.