RLI

RLI CORP

NYSE · Fire, Marine & Casualty Insurance · Inc. DE · CIK 0000084246
$54.35 +0.41% $5.0B
Insider Buying Cluster (4 insiders)High Impact Filing (7/10)23 New Institutional Positions10 Institutional Exits
Vol
Market Cap$5.0B
Cap SizeMid Cap
Analyst ConsensusHold (31%)
Inst. Holders50 funds
Inst. Value$3.3B
Inst. Activity23 buys / 10 sells
Insider Activity7B / 0S
Insider Net $$1.1M
SEC Reports6
Exchange NYSE·Sector Fire, Marine & Casualty Insurance·Inc. DE·CIK 0000084246·Prev Close $54.13

Recent Activity

Jun 12, 2026 short_volume
Short Volume: RLI — 78.0% short (0.4M / 0.5M)
Short: 394,411 | Exempt: 152 | TRF Vol: 505,721 | Short Ratio: 78.0% | Off-exchange volume (dark poo
Jun 1, 2026 SEC
Four RLI insiders, including the CEO and COO, made open-market purchases totaling $492K over a 5-day window in late May/
CLUSTER — Impact 5/10
Jun 1, 2026 Insider
KELLOGG CLARK C bought 3,000 shares
Director @ $50.90 ($152.7K)
May 29, 2026 SEC
Three RLI insiders, including the CEO and COO, made open-market purchases totaling $339K over two days. This cluster buy
CLUSTER — Impact 5/10
May 28, 2026 Insider
Duclos David B. bought 2,500 shares
Director @ $51.99 ($130.0K)
May 27, 2026 Insider
Kliethermes Craig W bought 5,000 shares
CHIEF EXECUTIVE OFFICER @ $52.00 ($260.0K)
May 14, 2026 SEC
RLI Corp. announced a $2.00 per share special dividend (~$184M total), a 12.5% increase in the regular quarterly dividen
8-K — Impact 5/10
Inst.
WASATCH ADVISORS LP — ADD
2,579,955 shares ($147.2M)

Price Targets

$57.75 +6.3% upside Buy
Current $54.35 Low $51.00 Median $56.50 High $67.00 4 analysts
$51.00 $67.00

Analyst Ratings

Sell31% buy · 13 analysts
1Strong Buy
3Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
Apr 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
Jan 23, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
Jan 23, 2026 Citizens REITERATE Market Perform → Market Perform
Jan 23, 2026 Jefferies UPGRADE Underperform → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.69 ▼ -3.8% $0.60 — $0.77 -17% YoY 8
Next Q $0.52 ▼ -5.7% $0.40 — $0.65 -38% YoY 8
Current FY $2.73 ▼ -1.1% $2.55 — $3.00 -21% YoY 8
Next FY $2.78 ▼ -2.0% $2.55 — $3.00 2% YoY 7

Latest Reports

BULLISH CLUSTER 5/10
Four RLI insiders, including the CEO and COO, made open-market purchases totaling $492K over a 5-day window in late May/
Jun 1, 2026
BULLISH CLUSTER 5/10
Three RLI insiders, including the CEO and COO, made open-market purchases totaling $339K over two days. This cluster buy
May 29, 2026

Top Institutional Holders

FundValueMove
STATE STREET CORP$512.5M—
BlackRock, Inc.$460.4M—
KAYNE ANDERSON RUDNICK INVESTMENT$399.5MADD
VANGUARD PORTFOLIO MANAGEMENT LLC$273.5M—
VANGUARD CAPITAL MANAGEMENT LLC$234.5M—

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026KELLOGG CLARKBUY$152.7K
May 28, 2026Duclos DavidBUY$130.0K
May 27, 2026Kliethermes CraigBUY$260.0K
May 27, 2026Klobnak JenniferBUY$105.4K
May 27, 2026Kliethermes CraigBUY$104.0K
50 institutional holders with $3.3B total value (57,511,307 shares) as of 2026-Q1. Top holders: STATE, BlackRock,, KAYNE. Net buying activity: 23 institutions added/increased vs 10 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1STATE STREET CORP8,985,432$512.5M15.6%—
2BlackRock, Inc.8,072,238$460.4M14.0%—
3KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7,004,143$399.5M12.2%ADD +28.7%
4VANGUARD PORTFOLIO MANAGEMENT LLC4,795,196$273.5M8.3%—
5VANGUARD CAPITAL MANAGEMENT LLC4,110,943$234.5M7.1%—
6WASATCH ADVISORS LP2,579,955$147.2M4.5%ADD +33.1%
7MARKEL GROUP INC.2,394,544$136.6M4.2%—
8DIMENSIONAL FUND ADVISORS LP1,920,823$109.6M3.3%—
9Invesco Ltd.1,791,221$102.2M3.1%ADD +58.3%
10MORGAN STANLEY1,316,320$75.1M2.3%—
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,128,056$64.3M2.0%—
12TWO SIGMA INVESTMENTS, LP936,504$53.4M1.6%—
13ARIEL INVESTMENTS, LLC872,033$49.7M1.5%DOUBLED +133.7%
14ROYCE & ASSOCIATES LP864,401$49.3M1.5%ADD +47.4%
15VICTORY CAPITAL MANAGEMENT INC808,678$46.1M1.4%DOUBLED +6060.1%
16Gotham Asset Management, LLC794,201$45.3M1.4%ADD +27.4%
17WELLS FARGO & COMPANY/MN705,510$40.2M1.2%—
18FIRST TRUST ADVISORS LP688,318$39.3M1.2%DOUBLED +311.6%
19Polar Capital Holdings Plc687,500$39.2M1.2%ADD +28.5%
20VANGUARD FIDUCIARY TRUST CO569,598$32.5M1.0%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WASATCH ADVISORS LPADD1,938,1862,579,955+33.1%$147.2M2026-Q1
Invesco Ltd.ADD1,131,7031,791,221+58.3%$102.2M2026-Q1
ARIEL INVESTMENTS, LLCDOUBLED373,173872,033+133.7%$49.7M2026-Q1
ROYCE & ASSOCIATES LPADD586,402864,401+47.4%$49.3M2026-Q1
Gotham Asset Management, LLCADD623,287794,201+27.4%$45.3M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED167,222688,318+311.6%$39.3M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPNEW—516,726—$29.5M2026-Q1
BANK OF AMERICA CORP /DE/ADD206,243282,656+37.0%$16.1M2026-Q1
STIFEL FINANCIAL CORPDOUBLED102,325238,312+132.9%$13.6M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD139,330221,566+59.0%$12.6M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED46,282164,113+254.6%$9.4M2026-Q1
Holocene Advisors, LPADD63,22298,040+55.1%$5.6M2026-Q1
AGF MANAGEMENT LTDADD46,21459,813+29.4%$3.4M2026-Q1
B. Metzler seel. Sohn & Co. AGADD35,84650,123+39.8%$2.9M2026-Q1
&PARTNERSADD32,16548,162+49.7%$2.8M2026-Q1
FIFTH THIRD BANCORPDOUBLED42641,585+9661.7%$2.4M2026-Q1
TD ASSET MANAGEMENT INCTRIM30,13820,358-32.5%$1.2M2026-Q1
M&T BANK CORPDOUBLED8,03517,748+120.9%$1.0M2026-Q1
Vanguard Personalized Indexing Management, LLCTRIM22,43416,817-25.0%$959.2K2026-Q1
Russell Investments Group, Ltd.TRIM22,86713,671-40.2%$779.8K2026-Q1
XPONANCE LLCADD8,46610,821+27.8%$617.2K2026-Q1
FEDERATED HERMES, INC.NEAR_EXIT83,26410,638-87.2%$606.8K2026-Q1
HSBC HOLDINGS PLCADD5,8748,390+42.8%$479.0K2026-Q1
Rockefeller Capital Management L.P.TRIM11,8057,129-39.6%$406.7K2026-Q1
Vident Advisory, LLCADD4,3956,796+54.6%$387.7K2026-Q1
14 unique insiders with 50 transactions. Net insider value: $1.1M ($1.1M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026KELLOGG CLARK CDirectorBUY3,000$50.90$152.7K
May 28, 2026Duclos David B.DirectorBUY2,500$51.99$130.0K
May 27, 2026Kliethermes Craig WCHIEF EXECUTIVE OFFICERBUY5,000$52.00$260.0K
May 27, 2026Klobnak Jennifer LCHIEF OPERATING OFFICERBUY2,000$52.72$105.4K
May 27, 2026Kliethermes Craig WCHIEF EXECUTIVE OFFICERBUY2,000$52.00$104.0K
May 21, 2026Kliethermes Craig WCHIEF EXECUTIVE OFFICERBUY5,000$52.00$260.0K
May 19, 2026Klobnak Jennifer LCHIEF OPERATING OFFICERBUY2,000$53.42$106.8K
May 14, 2026Angelina Michael EDirectorAWARD2,506——
May 14, 2026STONE MICHAEL JDirectorAWARD2,506——
May 14, 2026Duclos David B.DirectorAWARD3,508——
May 14, 2026RESTREPO ROBERT P JRDirectorAWARD2,506——
May 14, 2026Graham Jordan WDirectorAWARD2,506——
May 14, 2026Roberts Debbie SharellDirectorAWARD2,506——
May 14, 2026MEDINI PAUL BENNETTDirectorAWARD2,506——
May 14, 2026Kliethermes Craig WCHIEF EXECUTIVE OFFICERAWARD22,500——
May 14, 2026KELLOGG CLARK CDirectorAWARD2,506——
May 14, 2026Davis Seth AnthonyVICE PRESIDENT, CONTROLLERAWARD1,500——
May 14, 2026Davis Seth AnthonyVICE PRESIDENT, CONTROLLERAWARD300——
May 14, 2026FICK JEFFREY DCHIEF LEGAL OFFICERAWARD7,500——
May 14, 2026Diefenthaler Aaron PaulCHIEF FINANCIAL OFFICERAWARD40,000——
May 14, 2026Klobnak Jennifer LCHIEF OPERATING OFFICERAWARD12,500——
May 13, 2026Angelina Michael EDirectorEXERCISE1,681——
May 13, 2026Angelina Michael EDirectorJ68——
May 13, 2026Duclos David B.DirectorEXERCISE2,353——
May 13, 2026Duclos David B.DirectorJ135——
May 13, 2026RESTREPO ROBERT P JRDirectorJ68——
May 13, 2026STONE MICHAEL JDirectorEXERCISE1,681——
May 13, 2026STONE MICHAEL JDirectorJ68——
May 13, 2026RESTREPO ROBERT P JRDirectorEXERCISE1,681——
May 13, 2026Graham Jordan WDirectorEXERCISE1,681——
May 13, 2026Graham Jordan WDirectorJ68——
May 13, 2026MEDINI PAUL BENNETTDirectorEXERCISE1,681——
May 13, 2026Roberts Debbie SharellDirectorEXERCISE1,681——
May 13, 2026Roberts Debbie SharellDirectorJ68——
May 13, 2026MEDINI PAUL BENNETTDirectorJ68——
May 13, 2026KELLOGG CLARK CDirectorEXERCISE1,681——
May 13, 2026KELLOGG CLARK CDirectorJ68——
May 4, 2026Davis Seth AnthonyVICE PRESIDENT, CONTROLLERTAX W/H146$50.73$7.4K
May 4, 2026Davis Seth AnthonyVICE PRESIDENT, CONTROLLERJ29——
May 4, 2026Davis Seth AnthonyVICE PRESIDENT, CONTROLLEREXERCISE300——
Apr 30, 2026Roberts Debbie SharellDirectorJ482.905$51.77$25.0K
Apr 30, 2026Davis Seth AnthonyVICE PRESIDENT, CONTROLLEREXERCISE3,000$28.07$84.2K
Apr 30, 2026Davis Seth AnthonyVICE PRESIDENT, CONTROLLERTAX W/H2,236$51.77$115.8K
Apr 30, 2026MEDINI PAUL BENNETTDirectorJ507.05$51.77$26.2K
Feb 2, 2026Roberts Debbie SharellDirectorJ425.604$58.74$25.0K
Feb 2, 2026MEDINI PAUL BENNETTDirectorJ446.885$58.74$26.3K
Feb 2, 2026Fleming Susan S.DirectorJ489.445$58.74$28.7K
Feb 2, 2026Davis Seth AnthonyVICE PRESIDENT, CONTROLLERAWARD1,250——
Feb 2, 2026Klobnak Jennifer LCHIEF OPERATING OFFICERAWARD8,125——
Feb 2, 2026FICK JEFFREY DCHIEF LEGAL OFFICERAWARD3,750——
6 SEC filing reports analyzed. Sentiment: 3 bullish, 1 bearish, 1 mixed, 1 neutral. Avg impact: 5.0/10.
BULLISH CLUSTER 5/10
Four RLI insiders, including the CEO and COO, made open-market purchases totaling $492K over a 5-day
Jun 1, 2026
BULLISH CLUSTER 5/10
Three RLI insiders, including the CEO and COO, made open-market purchases totaling $339K over two da
May 29, 2026
BULLISH 8-K 5/10
RLI Corp. announced a $2.00 per share special dividend (~$184M total), a 12.5% increase in the regul
May 14, 2026
MIXED 8-K 5/10
RLI Corp. reported Q1 2026 operating earnings of $0.83 per share (down from $0.89 YoY) and gross pre
Apr 28, 2026
BEARISH 8-K 7/10
RLI Corp. reported Q1 2026 net earnings of $54.9M ($0.60/share), missing consensus of $0.78, driven
Apr 22, 2026
NEUTRAL DEFA14A 3/10
RLI Corp. filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, which will be he
Mar 26, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (31% buy). Based on 13 analysts: 1 strong buy, 3 buy, 9 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$57.75 mean target +6.3% upside Buy (3.00)
$51.00 Low $67.00 High
MetricValue
Current Price$54.35
Target Low$51.00
Target Mean$57.75
Target Median$56.50
Target High$67.00
# Analysts4
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.69 $0.60 $0.77 -17.3% -3.8% 0↑ 7↓ $0.5B -9.3% 8
Next Q
2026-09-30
 $0.52 $0.40 $0.65 -37.5% -5.7% 0↑ 8↓ $0.5B -10.2% 8
Current FY
2026-12-31
 $2.73 $2.55 $3.00 -21.3% -1.1% 0↑ 7↓ $1.8B -4.9% 8
Next FY
2027-12-31
 $2.78 $2.55 $3.00 1.7% -2.0% 0↑ 5↓ $1.9B 4.6% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.695
7d ago$0.691+0.004
30d ago$0.723-0.028
60d ago$0.728-0.033
90d ago$0.728-0.033
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Jan 23, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 23, 2026 Citizens REITERATE Market Perform Market Perform
Jan 23, 2026 Jefferies UPGRADE Underperform Hold
Jan 15, 2026 Wells Fargo INITIATE — Equal-Weight
Jan 6, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261390031%
May 1, 20261390031%
Apr 1, 20261380033%
Mar 1, 20261380033%
Feb 1, 20261380033%
Jan 1, 2026018427%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 12, 2026
short_volume
Short Volume: RLI — 78.0% short (0.4M / 0.5M)
Short: 394,411 | Exempt: 152 | TRF Vol: 505,721 | Short Ratio: 78.0% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: RLI — 82.7% short (0.4M / 0.5M)
Short: 430,688 | Exempt: 0 | TRF Vol: 520,981 | Short Ratio: 82.7% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: RLI — 64.6% short (0.4M / 0.6M)
Short: 379,916 | Exempt: 388 | TRF Vol: 587,993 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: RLI — 70.7% short (0.4M / 0.6M)
Short: 406,039 | Exempt: 0 | TRF Vol: 573,909 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: RLI — 1.2M shares, 28,374 trades
Week starting 2026-05-18. Total ATS volume: 1,240,142 shares across 28,374 trades.
May 15, 2026
short_volume
Short Volume: RLI — 74.2% short (0.4M / 0.6M)
Short: 440,366 | Exempt: 0 | TRF Vol: 593,240 | Short Ratio: 74.2% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: RLI — 59.6% short (0.3M / 0.6M)
Short: 333,236 | Exempt: 32 | TRF Vol: 559,018 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: RLI — 76.3% short (0.5M / 0.6M)
Short: 487,096 | Exempt: 0 | TRF Vol: 638,757 | Short Ratio: 76.3% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: RLI — 57.0% short (0.3M / 0.6M)
Short: 344,493 | Exempt: 0 | TRF Vol: 604,639 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: RLI — 2.0M shares, 39,511 trades
Week starting 2026-05-11. Total ATS volume: 1,993,204 shares across 39,511 trades.
May 4, 2026
dark_pool
Dark Pool: RLI — 1.1M shares, 30,555 trades
Week starting 2026-05-04. Total ATS volume: 1,100,888 shares across 30,555 trades.
Apr 27, 2026
dark_pool
Dark Pool: RLI — 1.5M shares, 36,033 trades
Week starting 2026-04-27. Total ATS volume: 1,527,174 shares across 36,033 trades.
Apr 24, 2026
short_volume
Short Volume: RLI — 56.9% short (0.3M / 0.5M)
Short: 292,110 | Exempt: 0 | TRF Vol: 513,010 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
earnings_calendar
RLI Q1 2026 Earnings After Market Close — 2026-04-22
Apr 20, 2026
dark_pool
Dark Pool: RLI — 1.6M shares, 37,432 trades
Week starting 2026-04-20. Total ATS volume: 1,596,756 shares across 37,432 trades.
Mar 20, 2026
Enforcement
City of Riverside v. RLI Insurance Co.
Court ruling from California Court of Appeal. Docket: D085905