13 institutions reported holding $22.4M of RLI CORP (RLI) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($21.3M), GAMMA Investing LLC ($326,893), Somerset Trust Co ($264,397), BRIGHTON SECURITIES CORP. ($240,793), Beaird Harris Wealth Management, LLC ($139,169). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $21.3M | 360,253 | Trimmed |
| 2 | GAMMA Investing LLC | $326,893 | 5,534 | Added |
| 3 | Somerset Trust Co | $264,397 | 4,476 | Trimmed |
| 4 | BRIGHTON SECURITIES CORP. | $240,793 | 4,076 | Added |
| 5 | Beaird Harris Wealth Management, LLC | $139,169 | 2,356 | Hold |
| 6 | Versant Capital Management, Inc | $49,323 | 835 | Added |
| 7 | CX Institutional | $17,000 | 290 | Hold |
| 8 | MassMutual Private Wealth & Trust, FSB | $16,067 | 272 | Trimmed |
| 9 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $9,923 | 168 | Hold |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $8,861 | 150 | New |
| 11 | CoreCap Advisors, LLC | $5,316 | 90 | New |
| 12 | Retirement Wealth Solutions LLC | $1,241 | 21 | Trimmed |
| 13 | Avior Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30