13FPulse
RL

RLI RLI CORP

2026Q2 · CUSIP 749607107 · Sector: Financials

Normal

Fund flows are within the usual range

Funds that own it
413
Institutions that reported holding it to the SEC
Net decrease in holders
5
Last quarter 418 → now 413
How unusual is that
Below average
Stronger than only 20% of US stocks
What the filings say, in one paragraph

413 funds held RLI at the end of 2026Q2, down 5 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $2.0B(YoY +8.7%), the P/E is 13.3x, return on equity is 25.0%. RLI has had 13 buying rushes in its history, and the price moved +3.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=143 2013Q4: holders=162 2014Q1: holders=152 2014Q2: holders=151 2014Q3: holders=156 2014Q4: holders=154 2015Q1: holders=152 2015Q2: holders=162 2015Q3: holders=171 2015Q4: holders=186 2016Q1: holders=191 2016Q2: holders=198 2016Q3: holders=191 2016Q4: holders=203 2017Q1: holders=184 2017Q2: holders=183 2017Q3: holders=183 2017Q4: holders=206 2018Q1: holders=213 2018Q2: holders=209 2018Q3: holders=219 2018Q4: holders=226 2019Q1: holders=230 2019Q2: holders=247 2019Q3: holders=239 2019Q4: holders=263 2020Q1: holders=245 2020Q2: holders=257 2020Q3: holders=265 2020Q4: holders=271 2021Q1: holders=264 2021Q2: holders=279 2021Q3: holders=267 2021Q4: holders=292 2022Q1: holders=305 2022Q2: holders=314 2022Q3: holders=314 2022Q4: holders=332 2023Q1: holders=319 2023Q2: holders=358 2023Q3: holders=354 2023Q4: holders=357 2024Q1: holders=375 2024Q2: holders=394 2024Q3: holders=396 2024Q4: holders=434 2025Q1: holders=419 2025Q2: holders=428 2025Q3: holders=435 2025Q4: holders=437 2026Q1: holders=418 2026Q2: holders=413 -39 -19.5 +0 +19.5 +39 128294459 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q4 Top 20% +7.7% +0.9%
2024Q2 Top 20% +5.3% +17.2%
2024Q1 Top 20% -7.0% +1.3%
2023Q2 Top 5% +0.2% +1.2%
2022Q2 Top 20% -12.6% +8.4%
2022Q1 Top 20% -1.9% +1.3%
2021Q4 Top 20% +10.9% +18.2%
2021Q2 Top 20% -6.1% +3.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
188
Change in large funds
+2
Total value they hold
$5.2B
Funds buying for the first time
71
Funds that sold out entirely
76
Price change that quarter
+24.8%
Funds holding puts (bearish)
1
Funds holding calls (bullish)
2

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
13.3
EPS (TTM)
$4.77
EPS YoY
+37.1%
Revenue (TTM)
$2.0B
Revenue YoY
+8.7%
Net margin
22.2%
ROE
25.0%
Debt ratio
72.7%
FCF (TTM)
$517M
Dividend (TTM)
$4.48
Quarterly Revenue & EPS
2022-09-30: EPS 4.80 2022-12-31: EPS 1.07 2023-03-31: EPS 1.07 2023-06-30: EPS 0.84 2023-09-30: EPS 0.14 2023-12-31: EPS 1.25 2024-03-31: EPS 1.39 2024-06-30: EPS 0.89 2024-09-30: EPS 1.03 2024-12-31: EPS 0.43 2025-03-31: EPS 0.68 2025-06-30: EPS 1.34 2025-09-30: EPS 1.35 2025-12-31: EPS 1.00 2026-03-31: EPS 0.60 2026-06-30: EPS 1.82 0M 430M 859M $M 0.00 2.64 5.28 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 18 7 15 24 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-34M93M219M 20192020202120222023202420252026
Latest quarter $42M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.