Public record / Tickers / RLI

RLI — RLI CORP†

Both disclosure regimes on one name: who in Congress filed about RLI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming RLI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
391
top-391 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $15.0K–$50.0K

SELL · traded 2025-05-12 → filed 2025-06-22. Ranked over every RLI row by the provable lower bound, never a point estimate.

No member disclosed RLI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

8 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING RLI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RLI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SELLTraded 05-12 +41d$15K–$50K
2025-04-11Jefferson Shreve R–IN-6SELL partial (partial sale)Traded 03-13 +29d$15K–$50K
2025-02-10Byron Donalds R–FL-19SELL SP (spouse-owned)Traded 01-21 +20d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in RLI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed RLI in the trailing 12 months.

Congress ↔ notable managers · RLI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $45.3M held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · RLI CORP

Merged timeline of congressional filings and notable-manager moves on RLI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+170,914 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of RLI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1STATE STREET CORP$513M1
2BlackRock, Inc.$460M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$274M1
4VANGUARD CAPITAL MANAGEMENT LLC$234M1
5WASATCH ADVISORS LP$147M1
6GEODE CAPITAL MANAGEMENT, LLC$142M1
7MARKEL GROUP INC.$137M1
8DIMENSIONAL FUND ADVISORS LP$110M1
9Invesco Ltd.$102M1
10Maren Capital LLC$102M1
11Port Capital LLC$79.1M1
12MORGAN STANLEY$75.1M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$64.3M1
14TWO SIGMA INVESTMENTS, LP$53.4M1
15ARIEL INVESTMENTS, LLC$49.7M1
16NORTHERN TRUST CORP$49.4M1
17ROYCE & ASSOCIATES LP$49.3M1
18Bank of New York Mellon Corp$47.0M1
19Bragg Financial Advisors, Inc$46.3M1
20VICTORY CAPITAL MANAGEMENT INC$46.1M1
21Gotham Asset Management, LLC$45.3M1
22AQR CAPITAL MANAGEMENT LLC$41.7M1
23WELLS FARGO & COMPANY/MN$40.2M1
24FIRST TRUST ADVISORS LP$39.3M1
25Polar Capital Holdings Plc$39.2M1
26UBS Group AG$36.9M1
27Global Alpha Capital Management Ltd.$33.6M1
28VANGUARD FIDUCIARY TRUST CO$32.5M1
29ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$29.7M1
30WELLINGTON MANAGEMENT GROUP LLP$29.5M1
31Champlain Investment Partners, LLC$26.5M1
32ProShare Advisors LLC$24.9M1
33RAYMOND JAMES FINANCIAL INC$24.5M1
34CITADEL ADVISORS LLC$24.0M1
35Janus Henderson Group Ltd.$23.8M1
36EULAV Asset Management$23.6M1
37PALISADE CAPITAL MANAGEMENT, LP$23.2M1
38CONFLUENCE INVESTMENT MANAGEMENT LLC$21.8M1
39ARGENT CAPITAL MANAGEMENT LLC$21.4M1
40BANK OF MONTREAL /CAN/$20.4M1
41SNYDER CAPITAL MANAGEMENT L P$20.3M1
42SEI INVESTMENTS CO$18.3M1
43BANK OF AMERICA CORP /DE/$16.1M1
44Nepsis Inc.$16.1M1
45PRINCIPAL FINANCIAL GROUP INC$16.0M1
46UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$15.3M1
47STIFEL FINANCIAL CORP$13.6M1
48ENVESTNET ASSET MANAGEMENT INC$12.6M1
49PhiloSmith Capital Corp$12.5M1
50CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$11.5M1
51MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$11.4M1
52Retirement Systems of Alabama$11.3M1
53NEW YORK STATE COMMON RETIREMENT FUND$9.5M1
54Connor, Clark & Lunn Investment Management Ltd.$9.4M1
55Swiss National Bank$9.3M1
56Trexquant Investment LP$7.6M1
57LPL Financial LLC$7.3M1
58Prospera Financial Services Inc$7.0M1
59Nuveen, LLC$6.7M1
60ALPS ADVISORS INC$6.7M1
61Legal & General Group Plc$6.6M1
62ALLIANCEBERNSTEIN L.P.$6.5M1
63TEACHER RETIREMENT SYSTEM OF TEXAS$6.4M1
64CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.3M1
65Quantinno Capital Management LP$6.1M1
66AMERIPRISE FINANCIAL INC$5.7M1
67Holocene Advisors, LP$5.6M1
68ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$5.3M1
69BENJAMIN EDWARDS INC$5.2M1
70CITIGROUP INC$5.2M1
71Creative Planning$5.1M1
72ROYAL BANK OF CANADA$5.0M1
73REGIONS FINANCIAL CORP$4.9M1
74Callan Family Office, LLC$4.9M1
75Man Group plc$4.7M1
76Karani Asset Management LLC$4.5M1
77VANGUARD ASSET MANAGEMENT, Ltd$4.4M1
78RENAISSANCE TECHNOLOGIES LLC$4.1M1
79VestGen Advisors, LLC$3.9M1
80PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.9M1
81MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.6M1
82NISA INVESTMENT ADVISORS, LLC$3.5M1
83AGF MANAGEMENT LTD$3.4M1
84COMMONWEALTH EQUITY SERVICES, LLC$3.4M1
85ISTHMUS PARTNERS, LLC$3.1M1
86B. Metzler seel. Sohn & Co. AG$2.9M1
87&PARTNERS$2.8M1
88SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7M1
89NATIONAL BANK OF CANADA /FI/$2.6M1
90Inspire Advisors, LLC$2.6M1
91MetLife Investment Management, LLC$2.6M1
92BARCLAYS PLC$2.6M1
93Empowered Funds, LLC$2.5M1
94Quantbot Technologies LP$2.5M1
95Oak Thistle LLC$2.5M1
96FIFTH THIRD BANCORP$2.4M1
97Zurcher Kantonalbank (Zurich Cantonalbank)$2.3M1
98Numerai GP LLC$2.3M1
99Schonfeld Strategic Advisors LLC$2.2M1
100Vanguard Global Advisers, LLC$2.2M1
101NewEdge Wealth, LLC$2.2M1
102Vestmark Advisory Solutions, Inc.$2.1M1
103State of New Jersey Common Pension Fund D$2.1M1
104MGO ONE SEVEN LLC$2.1M1
105OPPENHEIMER ASSET MANAGEMENT INC.$2.1M1
106STATE OF WISCONSIN INVESTMENT BOARD$2.0M1
107AMERICAN CENTURY COMPANIES INC$2.0M1
108Hingham Institution for Savings$2.0M1
109COLDSTREAM CAPITAL MANAGEMENT INC$2.0M1
110FMR LLC$1.9M1
111HighTower Advisors, LLC$1.8M1
112BLAIR WILLIAM & CO/IL$1.8M1
113WCM INVESTMENT MANAGEMENT, LLC$1.7M1
114Corient Private Wealth LLC$1.7M1
115YOUSIF CAPITAL MANAGEMENT, LLC$1.6M1
116STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.5M1
117Van Hulzen Asset Management, LLC$1.5M1
118Illinois Municipal Retirement Fund$1.5M1
119DAVENPORT & Co LLC$1.5M1
120Baird Financial Group, Inc.$1.5M1
121LAZARD ASSET MANAGEMENT LLC$1.4M1
122CHATHAM CAPITAL GROUP, INC.$1.4M1
123COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.3M1
124DC Investments Management, LLC$1.3M1
125Arizona State Retirement System$1.3M1
126Atria Investments, Inc$1.3M1
127STATE OF MICHIGAN RETIREMENT SYSTEM$1.3M1
128NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
129TD ASSET MANAGEMENT INC$1.2M1
130Cerity Partners LLC$1.2M1
131Vanguard Investments Australia, Ltd.$1.2M1
132Cresset Asset Management, LLC$1.1M1
133Redmond Asset Management, LLC$1.1M1
134OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
135Y-Intercept (Hong Kong) Ltd$1.1M1
136KLP KAPITALFORVALTNING AS$1.1M1
137NATIXIS$1.1M1
138M&T BANK CORP$1.0M1
139Cetera Investment Advisers$1.0M1
140EQUITABLE TRUST CO$993K1
141DEUTSCHE BANK AG\$980K1
142Ameritas Investment Partners, Inc.$965K1
143Vanguard Personalized Indexing Management, LLC$959K1
144Vise Technologies, Inc.$942K1
145Sanctuary Advisors, LLC$941K1
146OCCUDO QUANTITATIVE STRATEGIES LP$935K1
147Federation des caisses Desjardins du Quebec$927K1
148Laurus Global Equity Management Inc.$921K1
149Ausbil Investment Management Ltd$919K1
150Pathstone Holdings, LLC$893K1
151Dynamic Technology Lab Private Ltd$869K1
152Universal- Beteiligungs- und Servicegesellschaft mbH$851K1
153Diversified Trust Co$823K1
154Resona Asset Management Co.,Ltd.$810K1
155Summit Trail Advisors, LLC$777K1
156Voleon Capital Management LP$767K1
157EXCHANGE TRADED CONCEPTS, LLC$759K1
158BROWN ADVISORY INC$753K1
159Pictet Asset Management Holding SA$747K1
160NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$744K1
161MACKENZIE FINANCIAL CORP$697K1
162Tidal Investments LLC$677K1
163Curated Wealth Partners LLC$668K1
164Inspire Investing, LLC$624K1
165XPONANCE LLC$617K1
166Impact Partnership Wealth, LLC$615K1
167Ensign Peak Advisors, Inc$615K1
168FEDERATED HERMES, INC.$607K1
169Lido Advisors, LLC$577K1
170CWM, LLC$568K1
171MERCER GLOBAL ADVISORS INC /ADV$565K1
172Impact Capital Partners LLC$560K1
173QRG CAPITAL MANAGEMENT, INC.$543K1
174Roundview Capital LLC$542K1
175D. E. Shaw & Co., Inc.$530K1
176EVERGREEN CAPITAL MANAGEMENT LLC$493K1
177HSBC HOLDINGS PLC$479K1
178Avior Wealth Management, LLC$477K1
179Daiwa Securities Group Inc.$469K1
180Brooklyn Investment Group$462K1
181AXQ CAPITAL, LP$461K1
182Ausdal Financial Partners, Inc.$452K1
183COMMERCE BANK$448K1
184Mariner, LLC$447K1
185Swiss Life Asset Management Ltd$445K1
186VOYA INVESTMENT MANAGEMENT LLC$444K1
187Apollon Wealth Management, LLC$438K1
188VIRTUS ADVISERS, LLC$426K1
189Crossmark Global Holdings, Inc.$425K1
190BANK OF NOVA SCOTIA$420K1
191Rockefeller Capital Management L.P.$407K1
192D.A. DAVIDSON & CO.$402K1
193BOOTHBAY FUND MANAGEMENT, LLC$399K1
194Vident Advisory, LLC$388K1
195SECURIAN ASSET MANAGEMENT, INC$386K1
196FRANKLIN RESOURCES INC$378K1
197OneDigital Investment Advisors LLC$367K1
198World Investment Advisors$349K1
199UNITED CAPITAL FINANCIAL ADVISORS, LLC$344K1
200MAD RIVER INVESTORS$342K1
201CIBC Asset Management Inc$341K1
202Beacon Pointe Advisors, LLC$336K1
203GLENMEDE TRUST CO NA$331K1
204Ethic Inc.$328K1
205Steward Partners Investment Advisory, LLC$326K1
206FIL Ltd$322K1
207O'SHAUGHNESSY ASSET MANAGEMENT, LLC$321K1
208PRUDENTIAL FINANCIAL INC$307K1
209Amundi$294K1
210Verition Fund Management LLC$290K1
211Pure Financial Advisors, LLC$287K1
212AVIVA PLC$282K1
213State of Wyoming$280K1
214TRUIST FINANCIAL CORP$278K1
215CHOREO, LLC$270K1
216OLD NATIONAL BANCORP /IN/$269K1
217Tower Research Capital LLC (TRC)$267K1
218Utah Retirement Systems$251K1
219Krilogy Financial LLC$250K1
220MML INVESTORS SERVICES, LLC$248K1
221XTX Topco Ltd$247K1
222WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$247K1
223WEALTHEDGE INVESTMENT ADVISORS, LLC$247K1
224South Shore Capital Advisors$245K1
225Bayforest Capital Ltd$242K1
226Maryland State Retirement & Pension System$221K1
227Signal Advisors Wealth, LLC$213K1
228Strong Retirement Solutions LLC$213K1
229VISTA FINANCE, LLC$210K1
230Brookstone Capital Management$207K1
231SIGNATUREFD, LLC$206K1
232Parkside Financial Bank & Trust$203K1
233Allworth Financial LP$195K1
234US BANCORP \DE\$195K1
235Van Berkom & Associates Inc.$153K1
236Sterling Capital Management LLC$150K1
237Beaird Harris Wealth Management, LLC$134K1
238UMB Bank, n.a.$134K1
239PRIVATE TRUST CO NA$125K1
240Dundas Partners LLP$123K1
241DUNCKER STREETT & CO INC$109K1
242OSAIC HOLDINGS, INC.$106K1
243EVOLUTION WEALTH MANAGEMENT INC.$101K1
244BNP Paribas Asset Management Holding S.A.$94.9K1
245COUNTRY TRUST BANK$91.3K1
246Quarry LP$87.8K1
247MAI Capital Management$62.3K1
248NOMURA ASSET MANAGEMENT CO LTD$58.2K1
249QUADRANT CAPITAL GROUP LLC$55.6K1
250Blue Trust, Inc.$45.0K1
251SITTNER & NELSON, LLC$32.1K1
252Clarity Asset Management, Inc.$29.5K1
253SBI Securities Co., Ltd.$27.5K1
254Chung Wu Investment Group, LLC$22.8K1
255Mitsubishi UFJ Asset Management Co., Ltd.$22.6K1
256HM PAYSON & CO$19.6K1
257Caitong International Asset Management Co., Ltd$17.1K1
258Physician Wealth Advisors, Inc.$17.0K1
259Clark Wealth Partners$15.2K1
260Millstone Evans Group, LLC$12.4K1
261Arax Advisory Partners$12.2K1
262Clearstead Trust, LLC$11.8K1
263Ankerstar Wealth, LLC$11.4K1
264NATIXIS ADVISORS, LLC$10.3K1
265Atlantic Union Bankshares Corp$9.9K1
266Financial Network Wealth Advisors LLC$9.8K1
267BARTLETT & CO. WEALTH MANAGEMENT LLC$9.4K1
268Owl Creek Wealth Partners LLC$8.8K1
269SouthState Bank Corp$8.4K1
270Eurizon Capital SGR S.p.A.$8.1K1
271ASSETMARK, INC$6.9K1
272NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6.2K1
273Private Wealth Management Group, LLC$5.8K1
274THRIVENT FINANCIAL FOR LUTHERANS$5.4K1
275CVA Family Office, LLC$5.0K1
276FARMERS & MERCHANTS INVESTMENTS INC$4.3K1
277VAN ECK ASSOCIATES CORP$4.3K1
278C M BIDWELL & ASSOCIATES LTD$4.2K1
279Addison Advisors LLC$3.8K1
280CANADA LIFE ASSURANCE Co$3.6K1
281Larson Financial Group LLC$3.5K1
282SHP Wealth Management$3.5K1
283JNBA Financial Advisors$3.5K1
284ENTRUST FINANCIAL LLC$3.4K1
285Kilter Group LLC$3.2K1
286JONES FINANCIAL COMPANIES LLLP$3.1K1
287HRT FINANCIAL LP$2.8K1
288AMALGAMATED BANK$2.3K1
289Truvestments Capital LLC$2.3K1
290Godfrey Financial Associates, Inc.$2.3K1
291Smartleaf Asset Management LLC$2.2K1
292TD Capital Management LLC$2.2K1
293JFS WEALTH ADVISORS, LLC$2.2K1
294True Wealth Design, LLC$2.1K1
295Treasurer of the State of North Carolina$2.0K1
296Prestige Wealth Management Group LLC$1.7K1
297CHASE INVESTMENT COUNSEL CORP$1.7K1
298Manchester Capital Management LLC$1.6K1
299S&T BANK/PA$1.6K1
300TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.4K1
301Retirement Wealth Solutions LLC$1.4K1
302WPG Advisers, LLC$1.2K1
303Keating Financial Advisory Services, Inc.$1.2K1
304Clearstead Advisors, LLC$1.1K1
305CHESAPEAKE ASSET MANAGEMENT LLC$1.1K1
306Pinnacle Wealth Planning Services, Inc.$1.1K1
307GSA CAPITAL PARTNERS LLP$1.1K1
308SJS Investment Consulting Inc.$9131
309Cromwell Holdings LLC$9131
310Virtu Financial LLC$8751
311Rialto Wealth Management, LLC$8561
312DiNuzzo Private Wealth, Inc.$7421
313Scarborough Advisors, LLC$6991
314Bell Investment Advisors, Inc$6851
315Signature Equity Partners, LLC$5701
316PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5391
317State of Alaska, Department of Revenue$5241
318SkyView Investment Advisors, LLC$5151
319TopTier Wealth Management, LLC$3421
320Vermillion Wealth Management, Inc.$2851
321Investors Portfolio Services LLC$2841
322American Capital Advisory, LLC$2291
323HFM Investment Advisors, LLC$2281
324KBC Group NV$1321
325Quaker Wealth Management, LLC$581
326Employees Retirement System of Texas$531
327CX Institutional$171
328Smithfield Trust Co$151
329Avion Wealth$11
330Capital Advisors, Ltd. LLC$01
331Activest Wealth Management$01
332VANGUARD GROUP INC— value not disclosed1
333BENEDICT FINANCIAL ADVISORS INC— value not disclosed1
334DANSKE BANK A/S— value not disclosed1
335HARBOUR INVESTMENTS, INC.— value not disclosed1
336JACOBS LEVY EQUITY MANAGEMENT, INC— value not disclosed1
337COMERICA BANK— value not disclosed1
338BRIDGES INVESTMENT MANAGEMENT INC— value not disclosed1
339NEW YORK LIFE INVESTMENT MANAGEMENT LLC— value not disclosed1
340GREENLEAF TRUST— value not disclosed1
341MILLENNIUM MANAGEMENT LLC— value not disclosed1
342CIBC Private Wealth Group LLC— value not disclosed1
343Madison Asset Management, LLC— value not disclosed1
344NORGES BANK— value not disclosed1
345Ballentine Partners, LLC— value not disclosed1
346Marquette Asset Management, LLC— value not disclosed1
347Legato Capital Management LLC— value not disclosed1
348SUSQUEHANNA INTERNATIONAL GROUP, LLP— value not disclosed1
349DekaBank Deutsche Girozentrale— value not disclosed1
350Alberta Investment Management Corp— value not disclosed1
351TWO SIGMA ADVISERS, LP— value not disclosed1
352SIMPLEX TRADING, LLC— value not disclosed1
353Transamerica Financial Advisors, LLC— value not disclosed1
354SRH ADVISORS, LLC— value not disclosed1
355JANE STREET GROUP, LLC— value not disclosed1
356PECAUT & CO.— value not disclosed1
357Advisors Preferred, LLC— value not disclosed1
358Sequoia Financial Advisors, LLC— value not disclosed1
359Point72 Asset Management, L.P.— value not disclosed1
360Caprock Group, LLC— value not disclosed1
361FINANCIAL CONSULATE, INC— value not disclosed1
362Patten Group, Inc.— value not disclosed1
363MV CAPITAL MANAGEMENT, INC.— value not disclosed1
364Traynor Capital Management, Inc.— value not disclosed1
365Elo Mutual Pension Insurance Co— value not disclosed1
366WORLDQUANT MILLENNIUM ADVISORS LLC— value not disclosed1
367Global Retirement Partners, LLC— value not disclosed1
368Salomon & Ludwin, LLC— value not disclosed1
369Woodline Partners LP— value not disclosed1
370Meeder Advisory Services, Inc.— value not disclosed1
371LRT Capital Management, LLC— value not disclosed1
372SkyOak Wealth, LLC— value not disclosed1
373Resonant Capital Advisors, LLC— value not disclosed1
374Aquatic Capital Management LLC— value not disclosed1
375Kestra Advisory Services, LLC— value not disclosed1
376Coppell Advisory Solutions LLC— value not disclosed1
377Optiver Holding B.V.— value not disclosed1
378NFSG Corp— value not disclosed1
379AlphaQuest LLC— value not disclosed1
380SageView Advisory Group, LLC— value not disclosed1
381Quantum Private Wealth, LLC— value not disclosed1
382Dunhill Financial, LLC— value not disclosed1
383ELEVATION WEALTH PARTNERS, LLC— value not disclosed1
384Frank, Rimerman Advisors LLC— value not disclosed1
385Compound Planning, Inc.— value not disclosed1
386Susquehanna Portfolio Strategies, LLC— value not disclosed1
387Envestnet Portfolio Solutions, Inc.— value not disclosed1
388Petros Family Wealth, LLC— value not disclosed1
389QSV Equity Investors LLC— value not disclosed1
390nVerses Capital, LLC— value not disclosed1
391Motiv8 Investments LLC— value not disclosed1
Truncated by Public Filings. Every one of the 331 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on RLI

RETAINED WINDOW · ACTIVE HITS

Zero hits on RLI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for RLI · financials and macro

Financials — as filed PLANNED

RLI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: RLI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing