Filing Research | RLI - RLI CORP Institutional Holdings

Snapshot holdings

50 / 84 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	3.6MSH	$214.5M
2	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	360.3KSH	$21.3M
3	Nepsis Inc.	Shares	282.6KSH	$16.7M
4	PhiloSmith Capital Corp	Shares	219.0KSH	$12.9M
5	Prospera Financial Services Inc	Shares	120.9KSH	$7.1M
6	BENJAMIN EDWARDS INC	Shares	95.9KSH	$5.7M
7	ISTHMUS PARTNERS, LLC	Shares	65.2KSH	$3.9M
8	Wedmont Private Capital	Shares	59.9KSH	$3.6M
9	Police & Firemen's Retirement System of New Jersey	Shares	36.3KSH	$2.1M
10	Hingham Institution for Savings	Shares	35.0KSH	$2.1M
11	BENEDICT FINANCIAL ADVISORS INC	Shares	29.2KSH	$1.7M
12	Louisiana State Employees Retirement System	Shares	26.9KSH	$1.6M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	25.9KSH	$1.5M
14	DAVENPORT & Co LLC	Shares	25.8KSH	$1.5M
15	CHATHAM CAPITAL GROUP, INC.	Shares	25.5KSH	$1.5M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	22.0KSH	$1.3M
17	DRIVE WEALTH MANAGEMENT, LLC	Shares	17.4KSH	$1.0M
18	Diversified Trust Co	Shares	14.0KSH	$825.9K
19	EXCHANGE TRADED CONCEPTS, LLC	Shares	13.1KSH	$773.9K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.6KSH	$706.4K
21	Apollon Wealth Management, LLC	Shares	11.3KSH	$665.1K
22	QRG CAPITAL MANAGEMENT, INC.	Shares	9.4KSH	$556.3K
23	Curated Wealth Partners LLC	Shares	24.4KSH	$472.3K
24	Impact Capital Partners LLC	Shares	7.5KSH	$443.3K
25	Crossmark Global Holdings, Inc.	Shares	7.4KSH	$440.0K
26	SECURIAN ASSET MANAGEMENT, INC	Shares	6.8KSH	$416.8K
27	D.A. DAVIDSON & CO.	Shares	7.0KSH	$415.9K
28	Merit Financial Group, LLC	Shares	6.6KSH	$392.3K
29	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	6.0KSH	$354.5K
30	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.9KSH	$346.4K
31	GAMMA Investing LLC	Shares	5.5KSH	$326.9K
32	Fifth Third Wealth Advisors LLC	Shares	4.9KSH	$287.4K
33	OLD NATIONAL BANCORP /IN/	Shares	4.7KSH	$278.5K
34	Somerset Trust Co	Shares	4.5KSH	$264.4K
35	BRIGHTON SECURITIES CORP.	Shares	4.1KSH	$240.8K
36	Brookstone Capital Management	Shares	3.5KSH	$203.9K
37	SIGNATUREFD, LLC	Shares	3.4KSH	$200.3K
38	Beaird Harris Wealth Management, LLC	Shares	2.4KSH	$139.2K
39	EVOLUTION WEALTH MANAGEMENT INC.	Shares	1.8KSH	$104.1K
40	COUNTRY TRUST BANK	Shares	1.6KSH	$94.5K
41	FIRST COMMUNITY TRUST NA	Shares	1.4KSH	$82.7K
42	EverSource Wealth Advisors, LLC	Shares	961SH	$56.8K
43	Versant Capital Management, Inc	Shares	835SH	$49.3K
44	IFP Advisors, Inc	Shares	820SH	$48.4K
45	Blue Trust, Inc.	Shares	789SH	$46.6K
46	SBI Securities Co., Ltd.	Shares	492SH	$29.1K
47	True Wealth Design, LLC	Shares	427SH	$25.2K
48	Golden State Wealth Management, LLC	Shares	400SH	$23.7K
49	Farther Finance Advisors, LLC	Shares	388SH	$22.9K
50	SJS Investment Consulting Inc.	Shares	374SH	$22.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 99 loaded

#		Instrument
1	WASATCH ADVISORS LP added	Shares	+1.1M	+$67.3M	$214.5M
2	Wedmont Private Capital new	Shares	+59.9K	+$3.6M	$3.6M
3	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+17.4K	+$1.0M	$1.0M
4	ISTHMUS PARTNERS, LLC added	Shares	+10.7K	+$741.2K	$3.9M
5	Nepsis Inc. trimmed	Shares	-64	+$570.0K	$16.7M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.4K	+$459.2K	$706.4K
7	BENJAMIN EDWARDS INC added	Shares	+4.2K	+$432.2K	$5.7M
8	PhiloSmith Capital Corp trimmed	Shares	-800	+$398.9K	$12.9M
9	Merit Financial Group, LLC new	Shares	+6.6K	+$392.3K	$392.3K
10	Fifth Third Wealth Advisors LLC new	Shares	+4.9K	+$287.4K	$287.4K
11	Apollon Wealth Management, LLC added	Shares	+3.6K	+$227.5K	$665.1K
12	Police & Firemen's Retirement System of New Jersey added	Shares	+2.0K	+$190.3K	$2.1M
13	CHATHAM CAPITAL GROUP, INC. added	Shares	+1.5K	+$138.7K	$1.5M
14	Prospera Financial Services Inc trimmed	Shares	-2.1K	+$125.7K	$7.1M
15	Louisiana State Employees Retirement System added	Shares	+300	+$71.7K	$1.6M
16	Hingham Institution for Savings unchanged	Shares	0	+$71.0K	$2.1M
17	BENEDICT FINANCIAL ADVISORS INC trimmed	Shares	-221	+$46.6K	$1.7M
18	BRIGHTON SECURITIES CORP. added	Shares	+444	+$33.6K	$240.8K
19	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$30.7K	$416.8K
20	DAVENPORT & Co LLC trimmed	Shares	-461	+$26.1K	$1.5M
21	GAMMA Investing LLC added	Shares	+242	+$25.0K	$326.9K
22	True Wealth Design, LLC added	Shares	+390	+$23.1K	$25.2K
23	SJS Investment Consulting Inc. added	Shares	+358	+$21.2K	$22.1K
24	EverSource Wealth Advisors, LLC added	Shares	+314	+$19.9K	$56.8K
25	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-198	+$15.3K	$773.9K
26	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$15.1K	$440.0K
27	D.A. DAVIDSON & CO. unchanged	Shares	0	+$14.3K	$415.9K
28	QRG CAPITAL MANAGEMENT, INC. trimmed	Shares	-95	+$13.7K	$556.3K
29	Versant Capital Management, Inc added	Shares	+185	+$12.2K	$49.3K
30	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$12.2K	$354.5K
31	OLD NATIONAL BANCORP /IN/ unchanged	Shares	0	+$9.6K	$278.5K
32	ELEVATION WEALTH PARTNERS, LLC new	Shares	+150	+$8.9K	$8.9K
33	LRI Investments, LLC added	Shares	+141	+$8.5K	$13.6K
34	Somerset Trust Co trimmed	Shares	-24	+$7.7K	$264.4K
35	CoreCap Advisors, LLC new	Shares	+90	+$5.3K	$5.3K
36	Owl Creek Wealth Partners LLC added	Shares	+80	+$5.0K	$13.9K
37	Beaird Harris Wealth Management, LLC unchanged	Shares	0	+$4.8K	$139.2K
38	Farther Finance Advisors, LLC added	Shares	+63	+$4.4K	$22.9K
39	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$3.6K	$104.1K
40	COUNTRY TRUST BANK unchanged	Shares	0	+$3.2K	$94.5K
41	FIRST COMMUNITY TRUST NA unchanged	Shares	0	+$2.8K	$82.7K
42	Diversified Trust Co trimmed	Shares	-452	+$2.6K	$825.9K
43	Bogart Wealth, LLC added	Shares	+28	+$1.8K	$5.8K
44	Golden State Wealth Management, LLC added	Shares	+15	+$1.7K	$23.7K
45	Blue Trust, Inc. unchanged	Shares	0	+$1.6K	$46.6K
46	SBI Securities Co., Ltd. added	Shares	+10	+$1.6K	$29.1K
47	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$1.5K	$10.9K
48	Creative Capital Management Investments LLC new	Shares	+12	+$709	$709
49	HM PAYSON & CO unchanged	Shares	0	+$699	$20.3K
50	Handelsbanken Fonder AB added	Shares	+10.4K	+$670	$2.2K

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