RLI Ownership | Who Owns RLI?
RLI Ownership Summary
RLI is owned by 78.77% institutional investors, 4.38% insiders, and 16.85% retail investors. Vanguard group is the largest institutional shareholder, holding 9.94% of RLI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.98% of its assets in RLI shares.
RLI Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | RLI | 78.77% | 4.38% | 16.85% |
Sector | Financial Services Stocks | 43.66% | 12.57% | 43.78% |
Industry | Property & Casualty Insurance Stocks | 59.24% | 11.56% | 29.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 4.54M | 9.94% | $638.88M |
State street | 4.34M | 9.49% | $609.90M |
Blackrock | 3.62M | 7.93% | $509.51M |
Kayne anderson rudnick investment management | 2.44M | 5.34% | $343.10M |
Neuberger berman group | 1.31M | 2.88% | $184.87M |
Markel group | 1.20M | 2.62% | $168.44M |
Dimensional fund advisors lp | 931.45K | 2.04% | $131.05M |
Geode capital management | 857.78K | 1.88% | $121.19M |
Thrivent financial for lutherans | 809.39K | 1.77% | $113.87M |
Jpmorgan chase | 782.61K | 1.71% | $110.11M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Maren capital | 646.79K | 8.76% | $91.00M |
Port capital | 756.79K | 5.33% | $106.47M |
Philosmith capital | 100.15K | 3.96% | $14.09M |
Nepsis | 104.22K | 3.95% | $14.66M |
Lrt capital management | 25.69K | 3.40% | $3.61M |
Global alpha capital management | 238.69K | 2.45% | $33.58M |
Van berkom & associates | 556.76K | 2.34% | $78.33M |
Systematic portfolios | 1.90K | 1.86% | $267.31K |
Qsv equity investors | 12.47K | 1.83% | $1.75M |
Markel group | 1.20M | 1.66% | $168.44M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 446.24K | 0.01% | 446.24K |
Prospera financial services | 80.88K | 0.32% | 80.88K |
Ubs asset management americas | 161.12K | 0.01% | 75.97K |
2xideas | 75.90K | 1.33% | 75.90K |
Geode capital management | 857.78K | 0.01% | 58.69K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Balyasny asset management | 5.08K | 0.00% | -185.20K |
Jpmorgan chase | 782.61K | 0.01% | -86.66K |
American group | - | - | -53.24K |
Alliancebernstein | 508.97K | 0.03% | -51.94K |
State street | 4.34M | 0.03% | -41.99K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 446.24K | 0.01% | 446.24K | $62.78M |
Prospera financial services | 80.88K | 0.32% | 80.88K | $11.38M |
2xideas | 75.90K | 1.33% | 75.90K | $10.68M |
Corebridge financial | 50.92K | 0.04% | 50.92K | $7.16M |
Engineers gate manager lp | 13.88K | 0.04% | 13.88K | $1.95M |
Sold Out
Holder | Change |
---|---|
Frazier financial advisors | -2.00 |
Tfo-tdc | -2.00 |
Triad wealth partners | -10.00 |
Advisornet financial | -12.00 |
Innealta capital | -15.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 391 | -1.01% | 36,083,969 | -1.40% | 78 | 1.23% | 185 | -8.42% | 135 | 16.38% |
Jun 30, 2024 | 389 | 3.18% | 36,586,925 | 2.15% | 80 | 1.30% | 200 | 14.29% | 113 | -13.08% |
Mar 31, 2024 | 377 | 5.31% | 35,816,213 | -1.67% | 78 | 1.23% | 175 | 19.86% | 130 | -2.99% |
Dec 31, 2023 | 358 | - | 36,424,811 | 0.61% | 79 | 1.27% | 146 | -8.75% | 134 | 13.56% |
Sep 30, 2023 | 358 | -1.38% | 36,204,053 | -1.12% | 79 | 1.23% | 160 | -5.33% | 118 | -6.35% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 1.36M | 2.98% | -6.34K |
iShares Core S&P Mid-Cap ETF | 1.31M | 2.86% | 704.00 |
Vanguard Small Cap Index | 1.09M | 2.38% | 2.15K |
Neuberger Berman Genesis Inv | 803.05K | 1.76% | -3.80K |
Vanguard Small Cap Value Index Inv | 736.33K | 1.61% | -265.00 |
Vanguard Institutional Extnd Mkt Idx Tr | 624.76K | 1.36% | 8.14K |
Van Berkom Sm-Cap Eq | 544.37K | 1.19% | -293.36K |
SPDR® S&P Dividend ETF | 506.97K | 1.11% | - |
Thrivent Small Cap Stock A | 395.59K | 0.86% | 2.02K |
Invesco S&P MidCap Quality ETF | 374.59K | 0.82% | 325.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Feb 09, 2024 | Angelina Michael E | - | Sell | $181.15K |
Feb 16, 2024 | Angelina Michael E | - | Sell | $272.84K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | - | - |
2024 Q2 | - | - |
2024 Q1 | - | 2 |
2023 Q4 | - | - |
RLI Ownership FAQ
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