Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in RLI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 8.9M | $528.3M | -0.5% | 9.745% | 0.01% |
| 2 | BlackRock, Inc. | 8.3M | $492.2M | +3.2% | 9.079% | 0.01% |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6.7M | $398.0M | -3.8% | 7.342% | 1.24% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.8M | $280.6M | -0.9% | 5.177% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4.1M | $244.4M | +0.6% | 4.508% | 0.01% |
| 6 | WASATCH ADVISORS LP | 3.6M | $214.5M | +40.8% | 3.957% | 1.40% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.6M | $154.4M | +4.8% | 2.848% | 0.01% |
| 8 | ARIEL INVESTMENTS, LLC | 2.5M | $148.8M | +188.9% | 2.745% | 1.48% |
| 9 | MARKEL GROUP INC. | 2.4M | $141.4M | 0.0% | 2.609% | 1.08% |
| 10 | Invesco Ltd. | 2.4M | $139.3M | +31.7% | 2.570% | 0.01% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1.8M | $109.1M | -3.8% | 2.013% | 0.02% |
| 12 | Maren Capital LLC | 1.8M | $107.4M | +1.6% | 1.980% | 4.98% |
| 13 | BANK OF MONTREAL /CAN/ | 1.6M | $92.3M | +336.3% | 1.703% | 0.03% |
| 14 | MORGAN STANLEY | 1.5M | $86.4M | +11.1% | 1.593% | 0.00% |
| 15 | Port Capital LLC | 1.3M | $79.5M | -3.0% | 1.466% | 3.24% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $68.9M | +3.4% | 1.270% | 0.01% |
| 17 | ROYCE & ASSOCIATES LP | 1.1M | $67.0M | +31.2% | 1.236% | 0.54% |
| 18 | VICTORY CAPITAL MANAGEMENT INC | 1.1M | $63.8M | +33.5% | 1.176% | 0.04% |
| 19 | Neuberger Berman Group LLC | 998K | $59.0M | +2854.8% | 1.088% | 0.02% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 917K | $53.6M | +25.4% | 0.999% | 0.02% |
| 21 | NORTHERN TRUST CORP | 905K | $53.5M | +4.4% | 0.986% | 0.01% |
| 22 | JPMORGAN CHASE & CO | 886K | $51.9M | +0.4% | 0.965% | 0.00% |
| 23 | Bragg Financial Advisors, Inc | 848K | $50.1M | +4.6% | 0.924% | 1.34% |
| 24 | Polar Capital Holdings Plc | 838K | $49.5M | +21.8% | 0.913% | 0.12% |
| 25 | NORGES BANK | 827K | $48.9M | — | 0.901% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in RLI — a direct measure of their conviction.
Filings activity in RLI during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 428 | +1.2% | 95.58% | +7.27 pp | $4.98B | +13% |
| Q1 2026 | 423 | 1.6% | 88.31% | +3.44 pp | $4.41B | 7.1% |
| Q4 2025 | 430 | +0.9% | 84.87% | +2.94 pp | $4.75B | +3.8% |
| Q3 2025 | 426 | +0.5% | 81.93% | 0.27 pp | $4.58B | 11% |
| Q2 2025 | 424 | +3.2% | 82.20% | +2.21 pp | $5.13B | 6.5% |
| Q1 2025 | 411 | 4.2% | 79.99% | +5.75 pp | $5.48B | 2.3% |
| Q4 2024 | 429 | +10% | 74.24% | +2.33 pp | $5.61B | +9.8% |
| Q3 2024 | 389 | — | 71.91% | — | $5.11B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jun 1, 2026 | KELLOGG CLARK C | Buy | 3K | $50.90 | $153K |
| May 27, 2026 | Kliethermes Craig W | Buy | 2K | $52.00 | $104K |
| May 27, 2026 | Klobnak Jennifer L | Buy | 2K | $52.72 | $105K |
| May 19, 2026 | Klobnak Jennifer L | Buy | 2K | $53.42 | $107K |
Quick answers to the most common questions about buying RLI stock.
Based on Q2 2026 13F filings, institutional ownership of RLI Corp. stands at 95.6%, held across 428 reporting institutions.
STATE STREET CORP is the largest reported institutional holder of RLI, with approximately 8,943,750 shares worth $0.53B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of RLI.
Our composite Smart Money Score for RLI is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
63 institutions opened new positions in RLI during Q2 2026, while 63 fully exited. 248 added to existing positions and 97 trimmed.
RLI institutional ownership rose by 7.27 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 55.1% of all reported 13F value in RLI, and the top 25 account for 76.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
RLI Corp. (RLI) Institutional Ownership