RLI — Rli Corp Institutional Holders · Q3 2026
Who owns Rli Corp (RLI)? 16 institutions reported holding $23.26M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($17.6M), Wedmont Private Capital ($2.9M), Benedict Financial Advisors Inc ($1.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $17.6M | 317,546 | Trimmed |
| 2 | Wedmont Private Capital | $2.9M | 50,656 | Trimmed |
| 3 | BENEDICT FINANCIAL ADVISORS INC | $1.6M | 28,630 | Trimmed |
| 4 | GAMMA Investing LLC | $545,633 | 9,865 | Added |
| 5 | Everhart Financial Group, Inc. | $286,893 | 5,187 | New |
| 6 | BRIGHTON SECURITIES CORP. | $223,696 | 4,044 | Trimmed |
| 7 | FIRST COMMUNITY TRUST NA | $77,434 | 1,400 | Hold |
| 8 | Versant Capital Management, Inc | $46,184 | 835 | Hold |
| 9 | Farther Finance Advisors, LLC | $34,790 | 629 | Added |
| 10 | CX Institutional | $16,000 | 281 | Trimmed |
| 11 | MassMutual Private Wealth & Trust, FSB | $12,998 | 235 | Trimmed |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $8,297 | 150 | Hold |
| 13 | GK Wealth Management LLC | $4,100 | 74 | New |
| 14 | CoreCap Advisors, LLC | $3,706 | 67 | Trimmed |
| 15 | Retirement Wealth Solutions LLC | $885 | 16 | Trimmed |
| 16 | Planning Strategies Inc. | $498 | 9 | Added |
Source: SEC Form 13F filings · as of 2026-09-30