RLI

RLI CORP

NYSE · Fire, Marine & Casualty Insurance · Inc. DE · CIK 0000084246
$52.11 -0.52% $4.8B
Insider Buying Cluster (4 insiders)High Impact Filing (7/10)
Vol
Market Cap$4.8B
Cap SizeMid Cap
Analyst ConsensusHold (31%)
Inst. Holders9 funds
Inst. Value$924.9M
Inst. Activity2 buys / 1 sells
Insider Activity7B / 0S
Insider Net $$1.1M
SEC Reports6
Exchange NYSE·Sector Fire, Marine & Casualty Insurance·Inc. DE·CIK 0000084246·Prev Close $52.38

Recent Activity

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 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.
NORGES BANK — NEW
1,047,153 shares ($67.0M)

Price Targets

$57.75 +10.5% upside Buy
Current $52.25 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
VANGUARD GROUP INC$604.5MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$71.4MDOUBLED
MORGAN STANLEY$69.3MDOUBLED
NORGES BANK$67.0MNEW
WELLS FARGO & COMPANY/MN$45.3MADD

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
9 institutional holders with $924.9M total value (14,456,227 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC9,448,929$604.5M65.4%ADD +95.2%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,115,641$71.4M7.7%DOUBLED +102.0%
3MORGAN STANLEY1,082,797$69.3M7.5%DOUBLED +103.7%
4NORGES BANK1,047,153$67.0M7.2%NEW
5WELLS FARGO & COMPANY/MN707,886$45.3M4.9%ADD +96.4%
6TWO SIGMA INVESTMENTS, LP430,829$27.6M3.0%DOUBLED +353.1%
7ARIEL INVESTMENTS, LLC373,173$23.9M2.6%NEW
8BANK OF AMERICA CORP /DE/206,243$13.2M1.4%ADD +34.9%
9FMR LLC43,576$2.8M0.3%ADD +68.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW—1,047,153—$67.0M2025-Q4
ARIEL INVESTMENTS, LLCNEW—373,173—$23.9M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT219,9000-100.0%$0.002025-Q4
UBS Group AGDOUBLED275,530558,613+102.7%$36.4M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED98,520446,378+353.1%$29.1M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD126,517219,900+73.8%$14.3M2025-Q3
FMR LLCADD25,70743,299+68.4%$2.8M2025-Q3
NORGES BANKEXIT1,032,0220-100.0%$0.002025-Q3
NORGES BANKNEW—1,032,022—$74.5M2025-Q2
UBS Group AGADD156,706275,530+75.8%$19.9M2025-Q2
BANK OF AMERICA CORP /DE/ADD146,119197,062+34.9%$14.2M2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD80,600126,517+57.0%$9.1M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED7,67598,520+1183.6%$7.1M2025-Q2
FMR LLCADD16,95725,707+51.6%$1.9M2025-Q2
VANGUARD GROUP INCADD4,608,2438,996,643+95.2%$722.7M2025-Q1
MORGAN STANLEYDOUBLED687,9221,401,403+103.7%$112.6M2025-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED471,752953,056+102.0%$76.6M2025-Q1
WELLS FARGO & COMPANY/MNADD310,118609,169+96.4%$48.9M2025-Q1
UBS Group AGADD90,583156,706+73.0%$12.6M2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED6,00080,600+1243.3%$6.5M2025-Q1
CITADEL ADVISORS LLCDOUBLED33,22470,750+112.9%$5.7M2025-Q1
FMR LLCDOUBLED7,84716,957+116.1%$1.4M2025-Q1
TWO SIGMA INVESTMENTS, LPADD4,1187,675+86.4%$616.5K2025-Q1
NORGES BANKEXIT488,2350-100.0%$0.002025-Q1
UBS Group AGADD69,13790,583+31.0%$14.9M2024-Q4
13 unique insiders with 7 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 EDirectorA2,506$0.00$0.00
May 14, 2026STONE MICHAEL JDirectorA2,506$0.00$0.00
May 14, 2026Duclos David B.DirectorA3,508$0.00$0.00
May 14, 2026RESTREPO ROBERT P JRDirectorA2,506$0.00$0.00
May 14, 2026Graham Jordan WDirectorA2,506$0.00$0.00
May 14, 2026Roberts Debbie SharellDirectorA2,506$0.00$0.00
May 14, 2026MEDINI PAUL BENNETTDirectorA2,506$0.00$0.00
May 14, 2026Kliethermes Craig WCHIEF EXECUTIVE OFFICERA22,500$0.00$0.00
May 14, 2026KELLOGG CLARK CDirectorA2,506$0.00$0.00
May 14, 2026Davis Seth AnthonyVICE PRESIDENT, CONTROLLERA1,500$0.00$0.00
May 14, 2026Davis Seth AnthonyVICE PRESIDENT, CONTROLLERA300$0.00$0.00
May 14, 2026FICK JEFFREY DCHIEF LEGAL OFFICERA7,500$0.00$0.00
May 14, 2026Diefenthaler Aaron PaulCHIEF FINANCIAL OFFICERA40,000$0.00$0.00
May 14, 2026Klobnak Jennifer LCHIEF OPERATING OFFICERA12,500$0.00$0.00
May 13, 2026Angelina Michael EDirectorM1,681$0.00$0.00
May 13, 2026Angelina Michael EDirectorJ68$0.00$0.00
May 13, 2026Angelina Michael EDirectorM1,681$0.00$0.00
May 13, 2026RESTREPO ROBERT P JRDirectorM1,681$0.00$0.00
May 13, 2026Duclos David B.DirectorM2,353$0.00$0.00
May 13, 2026Duclos David B.DirectorJ135$0.00$0.00
May 13, 2026STONE MICHAEL JDirectorM1,681$0.00$0.00
May 13, 2026RESTREPO ROBERT P JRDirectorJ68$0.00$0.00
May 13, 2026Duclos David B.DirectorM2,353$0.00$0.00
May 13, 2026STONE MICHAEL JDirectorM1,681$0.00$0.00
May 13, 2026STONE MICHAEL JDirectorJ68$0.00$0.00
May 13, 2026RESTREPO ROBERT P JRDirectorM1,681$0.00$0.00
May 13, 2026Graham Jordan WDirectorM1,681$0.00$0.00
May 13, 2026Graham Jordan WDirectorJ68$0.00$0.00
May 13, 2026Graham Jordan WDirectorM1,681$0.00$0.00
May 13, 2026Roberts Debbie SharellDirectorM1,681$0.00$0.00
May 13, 2026MEDINI PAUL BENNETTDirectorM1,681$0.00$0.00
May 13, 2026Roberts Debbie SharellDirectorM1,681$0.00$0.00
May 13, 2026Roberts Debbie SharellDirectorJ68$0.00$0.00
May 13, 2026MEDINI PAUL BENNETTDirectorJ68$0.00$0.00
May 13, 2026MEDINI PAUL BENNETTDirectorM1,681$0.00$0.00
May 13, 2026KELLOGG CLARK CDirectorM1,681$0.00$0.00
May 13, 2026KELLOGG CLARK CDirectorJ68$0.00$0.00
May 13, 2026KELLOGG CLARK CDirectorM1,681$0.00$0.00
May 4, 2026Davis Seth AnthonyVICE PRESIDENT, CONTROLLERM300$0.00$0.00
May 4, 2026Davis Seth AnthonyVICE PRESIDENT, CONTROLLERF146$50.73$7.4K
May 4, 2026Davis Seth AnthonyVICE PRESIDENT, CONTROLLERJ29$0.00$0.00
May 4, 2026Davis Seth AnthonyVICE PRESIDENT, CONTROLLERM300$0.00$0.00
Apr 30, 2026Roberts Debbie SharellDirectorJ482.905$51.77$25.0K
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 +10.5% upside Buy (3.00)
$51.00 Low $67.00 High
MetricValue
Current Price$52.25
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 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.
Apr 13, 2026
dark_pool
Dark Pool: RLI — 0.6M shares, 22,485 trades
Week starting 2026-04-13. Total ATS volume: 605,679 shares across 22,485 trades.
Apr 7, 2026
short_interest
FTD: RLI — 17,315 shares ($1.0M) failed to deliver
Settlement: 20260407, Price: $58.03, FTD Value: $1,004,789.45, RLI CORP
Mar 20, 2026
Enforcement
City of Riverside v. RLI Insurance Co.
Court ruling from California Court of Appeal. Docket: D085905