RLINYSEFire, Marine & Casualty InsuranceFiscal year ends December 31
RLI CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Oct 21, 2026
$61.20+0.13 (+0.21%)
Close on Oct 19, 2026
- Market cap
- $5.64B
- P/E (TTM)
- 12.9
- Dividend yield
- 4.30%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
95.5%
88M of 92M shares
Institutional holders
423
72 new, 65 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
9 buys · 0 sales
Net bought $1.52M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management, LLC | 7,297,517 | 7.90% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Portfolio Management | 4,805,700 | 5.22% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 4,804,363 | 5.22% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 3,546,630 | 7.80% | 13G (passive) | Dec 31, 2023 |
| State Street Corporation | – | 9.51% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RLI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| State Street Corp | 8,943,750 | 9.75% | $528.27M | −41,682 | 0.02% |
| BlackRock, Inc. | 8,332,056 | 9.08% | $492.17M | +259,818 | 0.01% |
| Kayne Anderson Rudnick Investment Management LLC | 6,737,775 | 7.34% | $398.00M | −266,368 | 1.24% |
| Vanguard Portfolio Management LLC | 4,750,995 | 5.18% | $280.64M | −44,201 | 0.01% |
| Vanguard Capital Management LLC | 4,137,133 | 4.51% | $244.38M | +26,190 | 0.01% |
| Wasatch Advisors LP | 3,631,273 | 3.96% | $214.50M | +1,051,318 | 1.40% |
| Geode Capital Management, LLC | 2,614,068 | 2.85% | $154.44M | +120,036 | 0.01% |
| Ariel Investments, LLC | 2,519,527 | 2.75% | $148.83M | +1,647,494 | 1.48% |
| Markel Group Inc. | 2,394,544 | 2.61% | $141.45M | – | 1.08% |
| Invesco Ltd. | 2,358,611 | 2.57% | $139.32M | +567,390 | 0.01% |
| Dimensional Fund Advisors LP | 1,847,207 | 2.01% | $109.11M | −73,616 | 0.02% |
| Maren Capital LLC | 1,817,370 | 1.98% | $107.35M | +28,366 | 4.98% |
| Bank Of Montreal /Can/ | 1,562,840 | 1.70% | $92.32M | +1,204,606 | 0.03% |
| Morgan Stanley | 1,462,109 | 1.59% | $86.37M | +145,789 | 0.00% |
| Van Berkom & Associates Inc. | 1,420,403 | 1.55% | $83.90K | −1,263,567 | 2.70% |
| Port Capital LLC | 1,345,839 | 1.47% | $79.50M | −41,668 | 3.24% |
| Charles Schwab Investment Management Inc | 1,165,897 | 1.27% | $68.87M | +37,841 | 0.01% |
| Royce & Associates LP | 1,134,387 | 1.24% | $67.01M | +269,986 | 0.54% |
| Victory Capital Management Inc | 1,079,682 | 1.18% | $63.78M | +271,004 | 0.04% |
| Neuberger Berman Group LLC | 998,267 | 1.09% | $58.97M | +964,483 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 423 | 88M | 95.5% | 72 / 158 | 135 / 65 | 11M | 5M |
| Q1 2026 | 422 | 82M | 89.9% | 55 / 150 | 157 / 63 | 19M | 6M |
| Q4 2025 | 437 | 79M | 86.4% | 74 / 167 | 148 / 65 | 10M | 7M |
| Q3 2025 | 433 | 77M | 83.7% | 56 / 177 | 129 / 50 | 8M | 8M |
| Q2 2025 | 430 | 77M | 83.9% | 54 / 174 | 139 / 43 | 6M | 4M |
| Q1 2025 | 422 | 75M | 82.0% | 51 / 157 | 144 / 58 | 5M | 3M |
| Q4 2024 | 433 | 74M | 80.8% | 72 / 157 | 128 / 34 | 4M | 4M |
| Q3 2024 | 398 | 75M | 81.5% | 40 / 153 | 136 / 32 | 10M | 2M |
| Q2 2024 | 393 | 75M | 81.4% | 56 / 148 | 114 / 34 | 3M | 5M |
| Q1 2024 | 374 | 77M | 83.8% | 53 / 119 | 130 / 33 | 4M | 4M |
| Q4 2023 | 357 | 78M | 84.7% | 47 / 101 | 133 / 38 | 9M | 4M |
| Q3 2023 | 355 | 73M | 79.3% | 36 / 121 | 121 / 38 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RLI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3,143,271 | 3.43% | $185.67M | 0.15% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,920,046 | 3.18% | $172.49M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,109,359 | 2.30% | $124.60M | 0.07% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,335,657 | 1.46% | $78.90M | 0.12% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,055,852 | 1.15% | $62.37M | 0.06% | Jun 30, 2026 |
| Virtus KAR Small-Cap Core Fund | 971,832 | 1.06% | $57.41M | 3.13% | Jun 30, 2026 |
| Wasatch Core Growth Fund | 960,599 | 1.05% | $56.74M | 1.90% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 922,400 | 1.01% | $54.49M | 0.25% | Jun 30, 2026 |
| FPA Queens Road Small Cap Value Fund | 750,524 | 0.82% | $37.56M | 2.78% | May 31, 2026 |
| Invesco S&P MidCap Quality ETF | 597,308 | 0.65% | $36.58M | 0.67% | Jul 31, 2026 |
| First Trust Value Line Dividend Index Fund | 594,289 | 0.65% | $35.10M | 0.44% | Jun 30, 2026 |
| Ariel Fund | 576,185 | 0.63% | $34.04M | 1.18% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 520,201 | 0.57% | $31.86M | 0.02% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 474,980 | 0.52% | $23.77M | 0.06% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 465,389 | 0.51% | $27.49M | 0.15% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kathleen Marie Kappes | Chief Administrative Officer | 21,817 | 0.02% | Sep 18, 2026 |
| Seth Anthony Davis | VICE PRESIDENT, CONTROLLER | 50,642 | 0.06% | Sep 16, 2026 |
| Jeffrey D. Fick | CHIEF LEGAL OFFICER | 167,080 | 0.18% | Aug 4, 2026 |
| Jennifer L. Klobnak | CHIEF OPERATING OFFICER | 145,945 | 0.16% | Aug 4, 2026 |
| Craig W. Kliethermes | CHIEF EXECUTIVE OFFICER | 192,945 | 0.21% | Aug 4, 2026 |
| Aaron Paul Diefenthaler | CHIEF FINANCIAL OFFICER | 90,063 | 0.10% | May 15, 2026 |
| Todd Wayne Bryant | CHIEF FINANCIAL OFFICER | 135,083 | 0.15% | Jan 23, 2026 |
| James Henderson Bradshaw | Director | 4,290 | 0.00% | Aug 14, 2026 |
| Debbie Sharell Roberts | Director | 30,402 | 0.03% | Aug 3, 2026 |
| Paul Bennett Medini | Director | 9,932 | 0.01% | Aug 3, 2026 |
| Michael E. Angelina | Director | 40,868 | 0.04% | Jun 30, 2026 |
| Clark C. Kellogg | Director | 6,183 | 0.01% | Jun 1, 2026 |
| David B. Duclos | Director | 28,168 | 0.03% | May 29, 2026 |
| Robert P. Restrepo Jr | Director | 26,501 | 0.03% | May 15, 2026 |
| Susan S. Fleming | Director | 24,521 | 0.03% | May 15, 2026 |
| Jordan W. Graham | Director | 130,962 | 0.14% | May 15, 2026 |
| Michael J. Stone | Director | 433,383 | 0.47% | May 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Debbie Sharell Roberts Director | Jul 31, 2026 | Other | +408.23 | $61.24 | $25.00K | 30,402 |
| Paul Bennett Medini Director | Jul 31, 2026 | Other | +470.8 | $61.24 | $28.83K | 9,932 |
| Clark C. Kellogg Director | Jun 1, 2026 | Buy | +3,000 | $50.90 | $152.70K | 4,502 |
| David B. Duclos Director | May 28, 2026 | Buy | +2,500 | $51.99 | $129.98K | 9,780 |
| Craig W. Kliethermes CHIEF EXECUTIVE OFFICER | May 27, 2026 | Buy | +5,000 | $52.00 | $260.00K | 153,990 |
| Jennifer L. Klobnak CHIEF OPERATING OFFICER | May 27, 2026 | Buy | +2,000 | $52.72 | $105.44K | 104,318 |
| Craig W. Kliethermes CHIEF EXECUTIVE OFFICER | May 27, 2026 | Buy | +2,000 | $52.00 | $104.00K | 150,990 |
| Craig W. Kliethermes CHIEF EXECUTIVE OFFICER | May 21, 2026 | Buy | +5,000 | $52.00 | $260.00K | 148,990 |
| Jennifer L. Klobnak CHIEF OPERATING OFFICER | May 19, 2026 | Buy | +2,000 | $53.42 | $106.84K | 102,318 |
| Michael J. Stone Director | May 13, 2026 | Option exercise | +1,681 | – | – | 433,248 |
| Michael J. Stone Director | May 13, 2026 | Other | +68 | – | – | 433,316 |
| Debbie Sharell Roberts Director | May 13, 2026 | Other | +68 | – | – | 28,837 |
| Debbie Sharell Roberts Director | May 13, 2026 | Option exercise | +1,681 | – | – | 28,769 |
| Jordan W. Graham Director | May 13, 2026 | Option exercise | +1,681 | – | – | 118,108 |
| Jordan W. Graham Director | May 13, 2026 | Other | +68 | – | – | 118,176 |
| Clark C. Kellogg Director | May 13, 2026 | Option exercise | +1,681 | – | – | 1,681 |
| Clark C. Kellogg Director | May 13, 2026 | Other | +68 | – | – | 1,749 |
| Paul Bennett Medini Director | May 13, 2026 | Option exercise | +1,681 | – | – | 9,028 |
| Paul Bennett Medini Director | May 13, 2026 | Other | +68 | – | – | 9,096 |
| Robert P. Restrepo Jr Director | May 13, 2026 | Other | +68 | – | – | 26,501 |
| Robert P. Restrepo Jr Director | May 13, 2026 | Option exercise | +1,681 | – | – | 26,433 |
| Michael E. Angelina Director | May 13, 2026 | Option exercise | +1,681 | – | – | 25,517 |
| Michael E. Angelina Director | May 13, 2026 | Other | +68 | – | – | 25,585 |
| David B. Duclos Director | May 13, 2026 | Option exercise | +2,353 | – | – | 18,388 |
| David B. Duclos Director | May 13, 2026 | Other | +135 | – | – | 18,523 |
| Susan S. Fleming Director | May 13, 2026 | Option exercise | +1,681 | – | – | 22,606 |
| Susan S. Fleming Director | May 13, 2026 | Other | +68 | – | – | 22,674 |
| Seth Anthony Davis VICE PRESIDENT, CONTROLLER | May 4, 2026 | Other | +29 | – | – | 31,091 |
| Seth Anthony Davis VICE PRESIDENT, CONTROLLER | May 4, 2026 | Tax withholding | −146 | $50.73 | $7.41K | 30,945 |
| Seth Anthony Davis VICE PRESIDENT, CONTROLLER | May 4, 2026 | Option exercise | +300 | – | – | 31,062 |
| Seth Anthony Davis VICE PRESIDENT, CONTROLLER | Apr 30, 2026 | Tax withholding | −2,236 | $51.77 | $115.76K | 30,762 |
| Seth Anthony Davis VICE PRESIDENT, CONTROLLER | Apr 30, 2026 | Option exercise | +3,000 | $28.07 | $84.21K | 32,998 |
| Debbie Sharell Roberts Director | Apr 30, 2026 | Other | +482.91 | $51.77 | $25.00K | 27,088 |
| Paul Bennett Medini Director | Apr 30, 2026 | Other | +507.05 | $51.77 | $26.25K | 7,347 |
| Paul Bennett Medini Director | Feb 2, 2026 | Other | +446.89 | $58.74 | $26.25K | 6,822 |
| Susan S. Fleming Director | Feb 2, 2026 | Other | +489.45 | $58.74 | $28.75K | 20,871 |
| Debbie Sharell Roberts Director | Feb 2, 2026 | Other | +425.6 | $58.74 | $25.00K | 26,536 |
| Jennifer L. Klobnak CHIEF OPERATING OFFICER | Jan 23, 2026 | Buy | +2,000 | $57.99 | $115.98K | 100,318 |
| Craig W. Kliethermes CHIEF EXECUTIVE OFFICER | Jan 23, 2026 | Buy | +5,000 | $57.45 | $287.25K | 143,990 |
| Aaron Paul Diefenthaler TREASURER, CHIEF INVEST. OFF. | Nov 25, 2025 | Option exercise | +18,000 | $28.07 | $505.26K | 84,139 |
| Aaron Paul Diefenthaler TREASURER, CHIEF INVEST. OFF. | Nov 25, 2025 | Tax withholding | −12,376 | $63.94 | $791.32K | 71,763 |
| Seth Anthony Davis VICE PRESIDENT, CONTROLLER | Nov 25, 2025 | Tax withholding | −7,563 | $63.94 | $483.58K | 29,998 |
| Seth Anthony Davis VICE PRESIDENT, CONTROLLER | Nov 25, 2025 | Option exercise | +11,000 | $28.07 | $308.77K | 37,561 |
| Susan S. Fleming Director | Oct 31, 2025 | Other | +121.91 | $58.96 | $7.19K | 19,732 |
| Debbie Sharell Roberts Director | Oct 31, 2025 | Other | +424.02 | $58.96 | $25.00K | 25,279 |
| Paul Bennett Medini Director | Oct 31, 2025 | Other | +445.22 | $58.96 | $26.25K | 6,172 |
| Susan S. Fleming Director | Jul 31, 2025 | Other | +108.92 | $65.99 | $7.19K | 19,562 |
| Paul Bennett Medini Director | Jul 31, 2025 | Other | +397.79 | $65.99 | $26.25K | 5,713 |
| Debbie Sharell Roberts Director | Jul 31, 2025 | Other | +378.85 | $65.99 | $25.00K | 24,793 |
| Jennifer L. Klobnak CHIEF OPERATING OFFICER | Jul 24, 2025 | Buy | +3,000 | $69.15 | $207.45K | 98,450 |
| Seth Anthony Davis VICE PRESIDENT, CONTROLLER | May 5, 2025 | Other | +36 | – | – | 26,710 |
| Seth Anthony Davis VICE PRESIDENT, CONTROLLER | May 5, 2025 | Option exercise | +300 | – | – | 26,674 |
| Susan S. Fleming Director | May 2, 2025 | Option exercise | +1,396 | – | – | 19,366 |
| Susan S. Fleming Director | May 2, 2025 | Other | +44 | – | – | 19,410 |
| Paul Bennett Medini Director | May 2, 2025 | Other | +44 | – | – | 5,303 |
| Paul Bennett Medini Director | May 2, 2025 | Option exercise | +1,396 | – | – | 5,259 |
| Michael J. Stone Director | May 2, 2025 | Other | +44 | – | – | 431,485 |
| Michael J. Stone Director | May 2, 2025 | Option exercise | +1,396 | – | – | 431,441 |
| Robert P. Restrepo Jr Director | May 2, 2025 | Other | +44 | – | – | 24,752 |
| Robert P. Restrepo Jr Director | May 2, 2025 | Option exercise | +1,396 | – | – | 24,708 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Robert P. Restrepo Jr Director | Mar 13, 2025 | 2,864 | $210.36K | Mar 13, 2025 | Stock Award |
| Jordan W. Graham Director | Mar 11, 2025 | 3,000 | $226.11K | Mar 11, 2025 | Stock Award |
| E. Angelina Michael Director | Feb 26, 2024 | 1,289 | $181.15K | Feb 9, 2024 | Open Market Purchase |
| Michael E. Angelina Director | Feb 26, 2024 | 1,908 | $272.84K | Feb 16, 2024 | Restricted Stock |
| Angelina Michael Director | Feb 16, 2024 | 1,908 | $272.84K | Feb 16, 2024 | Restricted Stock |
| Michael J. Stone Officer | Apr 24, 2023 | 4,239 | $620.34K | Apr 24, 2023 | Stock Option Exercises |