Market Cap
$5.1B
RLI
RLI CORP
$55.94 ▼ -0.43%
Prev close $56.18Market cap$5.1B
ConsensusStrong Sell
12-mo target$60.50 (+8.2%)
▼ Bearish
Analyst conviction 1/10
Insider Buying Cluster (4 insiders)High Impact Filing (7/10)34 New Institutional Positions16 Institutional Exits Traditional Finance
Snapshot
The big-picture read on RLI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (6%)
Inst. Holders
50 funds
Inst. Value
$4.2B
Inst. Activity
34 buys / 16 sells
Insider Activity
$1.1M buy / $0.00 sell
Insider Net $
$1.1M
SEC Reports
9
Price chart 30d -12.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: RLI — 0.5M shares, 22,011 trades
Week starting 2026-09-07. Total ATS volume: 506,088 shares across 22,011 trades.
Aug 13, 2026 Insider
Bradshaw James Henderson was granted 2,153 shares
Director
Aug 3, 2026 Insider
FICK JEFFREY D was granted 7,500 shares
CHIEF LEGAL OFFICER
Aug 3, 2026 Insider
Jul 28, 2026 SEC Kliethermes Craig W was granted 22,500 shares
CHIEF EXECUTIVE OFFICER
RLI Corp. held its Q2 2026 earnings call, reporting operating EPS of $0.83 (vs. $0.82 last year), an 85.6 combined ratio
8-K — Impact 5/10
The court issued an Order to Show Cause questioning whether it has subject matter jurisdiction over RLI Insurance Compan
COURT-RULING — Impact 1/10
Jun 30, 2026 Inst.
WASATCH ADVISORS LP — ADD
3,631,273 shares ($214.5M)
Jun 30, 2026 Inst.
ARIEL INVESTMENTS, LLC — DOUBLED
2,519,527 shares ($148.8M)
Analyst ratings buy % -14.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
6% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 25, 2026 | Jefferies | DOWNGRADE | Underperform | 53% |
| Jul 29, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 29, 2026 | Wells Fargo | DOWNGRADE | Underweight | 54% |
| Jul 9, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 8, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Apr 9, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Apr 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 1 | 8 | 5 | 2 | 6% | |
| Aug 1, 2026 | 0 | 1 | 9 | 5 | 1 | 6% | |
| Jul 1, 2026 | 1 | 3 | 9 | 0 | 0 | 31% | |
| Jun 1, 2026 | 1 | 3 | 9 | 0 | 0 | 31% | |
| May 1, 2026 | 1 | 3 | 9 | 0 | 0 | 31% | |
| Apr 1, 2026 | 1 | 3 | 8 | 0 | 0 | 33% | |
| Mar 1, 2026 | 1 | 3 | 8 | 0 | 0 | 33% | |
| Feb 1, 2026 | 1 | 3 | 8 | 0 | 0 | 33% |
Price targets
Where 4 covering analysts think RLI trades over the next 12 months.
$60.50 +8.2% upside Buy
Current$55.94 Low$53.00 Median$57.50 High$74.00 4 analysts
$53.00$74.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 3 bullish, 1 bearish, 1 mixed, 4 neutral · avg impact 4.2/10.
NEUTRAL8-K5/10
RLI Corp. held its Q2 2026 earnings call, reporting operating EPS of $0.83 (vs. $0.82 last year), an
Jul 28, 2026
NEUTRALCOURT-RULING1/10
The court issued an Order to Show Cause questioning whether it has subject matter jurisdiction over
Jul 4, 2026
NEUTRAL8-K2/10
Director Michael Angelina resigned from RLI Corp.'s board effective June 30, 2026, to pursue a board
Jun 26, 2026
BULLISHCLUSTER5/10
Four RLI insiders, including the CEO and COO, made open-market purchases totaling $492K over a 5-day
Jun 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: RLI — 0.5M shares, 22,011 trades
Week starting 2026-09-07. Total ATS volume: 506,088 shares across 22,011 trades.
Aug 31, 2026
dark_pool
Dark Pool: RLI — 0.6M shares, 28,232 trades
Week starting 2026-08-31. Total ATS volume: 600,700 shares across 28,232 trades.
Aug 24, 2026
dark_pool
Dark Pool: RLI — 0.7M shares, 26,181 trades
Week starting 2026-08-24. Total ATS volume: 748,589 shares across 26,181 trades.
Aug 17, 2026
dark_pool
Dark Pool: RLI — 0.9M shares, 30,192 trades
Week starting 2026-08-17. Total ATS volume: 887,716 shares across 30,192 trades.
Aug 10, 2026
dark_pool
Dark Pool: RLI — 0.7M shares, 25,880 trades
Week starting 2026-08-10. Total ATS volume: 667,744 shares across 25,880 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.50 | $0.41–$0.62 | -39.3% | +0.5% | 2↑ 4↓ | $0.5B | 8 |
| Next Q | $0.68 | $0.62–$0.73 | -28.1% | +0.7% | 3↑ 5↓ | $0.5B | 8 |
| Current FY | $2.84 | $2.70–$3.00 | -18.0% | +2.2% | 7↑ 0↓ | $1.9B | 8 |
| Next FY | $2.70 | $2.55–$2.85 | -5.2% | -0.3% | 1↑ 6↓ | $1.9B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.504 | — |
| 7d ago | $0.504 | — |
| 30d ago | $0.501 | +0.003 |
| 60d ago | $0.519 | -0.015 |
| 90d ago | $0.519 | -0.015 |
Institutional ownership
Which big funds own RLI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.2B total value (71,633,328 shares) as of 2026-Q2. Top holders: STATE, BlackRock,, KAYNE. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| STATE STREET CORP | 8,943,750 | $528.3M | 12.5% | — |
| BlackRock, Inc. | 8,332,056 | $492.2M | 11.6% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6,737,775 | $398.0M | 9.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,750,995 | $280.6M | 6.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,137,133 | $244.4M | 5.8% | — |
| WASATCH ADVISORS LP | 3,631,273 | $214.5M | 5.1% | ADD +40.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,614,068 | $154.4M | 3.7% | — |
| ARIEL INVESTMENTS, LLC | 2,519,527 | $148.8M | 3.5% | DOUBLED +188.9% |
| MARKEL GROUP INC. | 2,394,544 | $141.4M | 3.3% | — |
| Invesco Ltd. | 2,358,611 | $139.3M | 3.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | ADD | 2,579,955 | 3,631,273 | +40.7% | $214.5M |
| ARIEL INVESTMENTS, LLC | DOUBLED | 872,033 | 2,519,527 | +188.9% | $148.8M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 358,234 | 1,562,840 | +336.3% | $92.3M |
| ROYCE & ASSOCIATES LP | ADD | 864,401 | 1,134,387 | +31.2% | $67.0M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 808,678 | 1,079,682 | +33.5% | $63.8M |
| Neuberger Berman Group LLC | DOUBLED | 33,784 | 998,267 | +2854.9% | $59.0M |
| NORGES BANK | NEW | — | 827,253 | — | $48.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 520,422 | 709,876 | +36.4% | $41.9M |
| RAYMOND JAMES FINANCIAL INC | ADD | 429,443 | 701,340 | +63.3% | $41.4M |
| Gotham Asset Management, LLC | TRIM | 794,201 | 537,759 | -32.3% | $31.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net $1.1M — $1.1M bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Bradshaw James Henderson | Director | AWARD | 2,153 | — | — |
| Aug 3, 2026 | FICK JEFFREY D | CHIEF LEGAL OFFICER | AWARD | 7,500 | — | — |
| Aug 3, 2026 | Kliethermes Craig W | CHIEF EXECUTIVE OFFICER | AWARD | 22,500 | — | — |
| Aug 3, 2026 | Klobnak Jennifer L | CHIEF OPERATING OFFICER | AWARD | 12,500 | — | — |
| Aug 3, 2026 | Davis Seth Anthony | VICE PRESIDENT, CONTROLLER | AWARD | 1,500 | — | — |
| Jul 31, 2026 | Roberts Debbie Sharell | Director | J | 408.23 | $61.24 | $25.0K |
| Jul 31, 2026 | MEDINI PAUL BENNETT | Director | J | 470.803 | $61.24 | $28.8K |
| Jun 1, 2026 | KELLOGG CLARK C | Director | BUY | 3,000 | $50.90 | $152.7K |
| May 28, 2026 | Duclos David B. | Director | BUY | 2,500 | $51.99 | $130.0K |
| May 27, 2026 | Klobnak Jennifer L | CHIEF OPERATING OFFICER | BUY | 2,000 | $52.72 | $105.4K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RLI.
Shares short
8,413,967
Settlement Sep 15, 2026
Change vs prior
-0.3%
Semi-monthly cycle
Days to cover
16.4
At avg daily volume
Of shares outstanding
≈9.2%
Estimate — not % of float
All RLI filing & press-release reports (9)
- 8-K reportJul 28, 2026
- COURT-RULING reportJul 4, 2026
- 8-K reportJun 26, 2026
- CLUSTER reportJun 1, 2026
- CLUSTER reportMay 29, 2026
- 8-K reportMay 14, 2026
- 8-K reportApr 28, 2026
- 8-K reportApr 22, 2026
- DEFA14A reportMar 26, 2026