Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

RLI CORP (RLI)

397 + Investors. Track Smart Money conviction in RLI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — RLI

Based on 395 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
395 hedge funds hold RLI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding RLI is almost the same as a year ago (-9 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

225 buying206 selling
Last quarter: 225 funds bought or added vs 206 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new RLI position: 43 → 50 → 59 → 73. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 16% medium ■ 20% new
252 out of 395 hedge funds have held RLI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

67 → 43 → 50 → 59 → 73 new funds/Q
New funds entering each quarter: 43 → 50 → 59 → 73. A growing number of institutions are discovering RLI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Of 397 current holders: 267 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
40 of 395 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in RLI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: RLI

How many hedge funds hold RLI — quarterly history vs. share price
Quarterly hedge fund ownership of RLI vs. share price

Market Analysis: RLI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RLI

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

58 top-rated funds 3 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: RLI
2026 Q1 Stats Unlock in 22 days 397 + Investors

Track Smart Money conviction in RLI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 397 397 -
13F Shares 77M 74M 3.58%
Total Value $4.93B $4.85B 1.63%
New Positions 73 59 +14
Increased Positions 154 162 -8
Closed Positions 73 54 +19
Reduced Positions 138 126 +12
Total Calls 1 2 -50.0%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: RLI

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

397 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RLI. Verified SEC 13F-HR filings.

Top 25 institutional holders of RLI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nepsis Inc. 5.40% 282,653 $16.1M
2 Hingham Institution for Savings 1.76% 35,000 $2.0M
3 WASATCH ADVISORS LP 0.98% 2,579,955 $147.2M
4 Laurus Global Equity Management Inc. 0.90% 16,150 $921K
5 Ausbil Investment Management Ltd 0.46% 16,136 $919K
6 BENEDICT FINANCIAL ADVISORS INC 0.35% 29,401 $1.7M
7 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.34% 382,149 $21.8M
8 Bayforest Capital Ltd 0.27% 4,250 $242K
9 Oak Thistle LLC 0.24% 43,194 $2.5M
10 CHATHAM CAPITAL GROUP, INC. 0.20% 24,021 $1.4M
11 South Shore Capital Advisors 0.18% 4,290 $245K
12 Impact Capital Partners LLC 0.17% 9,816 $560K
13 Strong Retirement Solutions LLC 0.15% 3,735 $213K
14 MAD RIVER INVESTORS 0.12% 6,000 $342K
15 Prospera Financial Services Inc 0.11% 123,032 $7.0M
16 Curated Wealth Partners LLC 0.08% 11,711 $668K
17 Somerset Trust Co 0.08% 4,500 $257K
18 Impact Partnership Wealth, LLC 0.08% 10,787 $615K
19 EVOLUTION WEALTH MANAGEMENT INC. 0.07% 1,762 $101K
20 FIRST COMMUNITY TRUST NA 0.06% 1,400 $80K
21 Inspire Investing, LLC 0.05% 10,945 $624K
22 Retirement Systems of Alabama 0.04% 197,690 $11.3M
23 ProShare Advisors LLC 0.04% 436,992 $24.9M
24 WEDBUSH SECURITIES INC 0.03% 18,718 $1K
25 Louisiana State Employees Retirement System 0.03% 26,600 $2K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — RLI CORP (RLI)

What does the Smart Money Trend signal show for RLI?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for RLI?

Slight buying edge — 52% buying: Last quarter: 225 funds bought or added vs 206 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RLI holders?

Elite ownership — 47% AUM from top-100 funds: 40 of 395 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in RLI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RLI?

64% of holders stayed for 2+ years: 252 out of 395 hedge funds have held RLI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.