Janus Henderson Group PLC Increases Stock Position in RLI Corp. $RLI

Posted by Brian Himes on Aug 4th, 2026

Janus Henderson Group PLC raised its stake in shares of RLI Corp. (NYSE:RLI – Free Report) by 12.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 416,647 shares of the insurance provider’s stock after purchasing an additional 44,481 shares during the quarter. Janus Henderson Group PLC’s holdings in RLI were worth $23,765,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. Royal Bank of Canada increased its holdings in shares of RLI by 115.1% in the 1st quarter. Royal Bank of Canada now owns 56,386 shares of the insurance provider’s stock worth $4,529,000 after buying an additional 30,170 shares during the last quarter. Goldman Sachs Group Inc. lifted its holdings in shares of RLI by 110.8% during the 1st quarter. Goldman Sachs Group Inc. now owns 185,504 shares of the insurance provider’s stock worth $14,902,000 after acquiring an additional 97,501 shares during the last quarter. Empowered Funds LLC lifted its holdings in shares of RLI by 472.3% during the 1st quarter. Empowered Funds LLC now owns 29,177 shares of the insurance provider’s stock worth $2,344,000 after acquiring an additional 24,079 shares during the last quarter. EverSource Wealth Advisors LLC grew its position in RLI by 46.2% in the second quarter. EverSource Wealth Advisors LLC now owns 1,559 shares of the insurance provider’s stock worth $113,000 after acquiring an additional 493 shares in the last quarter. Finally, Amundi increased its stake in RLI by 16,550.0% in the second quarter. Amundi now owns 23,976 shares of the insurance provider’s stock valued at $1,689,000 after acquiring an additional 23,832 shares during the last quarter. Hedge funds and other institutional investors own 77.89% of the company’s stock.

Analysts Set New Price Targets

RLI has been the topic of a number of research reports. UBS Group set a $74.00 price target on RLI in a research report on Tuesday, July 28th. Wall Street Zen upgraded RLI from a “sell” rating to a “hold” rating in a research report on Saturday. Weiss Ratings upgraded RLI from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, July 29th. Keefe, Bruyette & Woods reissued an “outperform” rating and set a $74.00 price objective (up from $70.00) on shares of RLI in a report on Tuesday, July 28th. Finally, Wells Fargo & Company downgraded RLI from an “equal weight” rating to an “underweight” rating and set a $57.00 target price for the company. in a research report on Wednesday, July 29th. One investment analyst has rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $63.00.

Check Out Our Latest Report on RLI

Insider Buying and Selling

In related news, Director Clark C. Kellogg bought 3,000 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was bought at an average cost of $50.90 per share, for a total transaction of $152,700.00. Following the acquisition, the director directly owned 4,502 shares of the company’s stock, valued at $229,151.80. The trade was a 199.73% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director David B. Duclos bought 2,500 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The shares were bought at an average price of $51.99 per share, with a total value of $129,975.00. Following the completion of the acquisition, the director directly owned 9,780 shares in the company, valued at $508,462.20. This trade represents a 34.34% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders purchased 16,500 shares of company stock worth $858,955. Insiders own 2.39% of the company’s stock.

RLI Stock Performance

RLI stock opened at $61.27 on Tuesday. The firm has a market cap of $5.62 billion, a P/E ratio of 12.87 and a beta of 0.38. The firm’s fifty day moving average is $57.21 and its 200 day moving average is $57.50. RLI Corp. has a 52 week low of $47.26 and a 52 week high of $69.19.

RLI (NYSE:RLI – Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The insurance provider reported $0.83 earnings per share for the quarter, topping the consensus estimate of $0.72 by $0.11. RLI had a net margin of 22.22% and a return on equity of 17.61%. The business had revenue of $575.57 million during the quarter, compared to the consensus estimate of $568.70 million. During the same period in the previous year, the firm posted $0.82 earnings per share. The firm’s revenue for the quarter was up 15.2% on a year-over-year basis. As a group, analysts forecast that RLI Corp. will post 2.85 EPS for the current year.

RLI Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, June 12th. Stockholders of record on Friday, May 29th were issued a $0.18 dividend. This is an increase from RLI’s previous quarterly dividend of $0.16. This represents a $0.72 annualized dividend and a dividend yield of 1.2%. The ex-dividend date was Friday, May 29th. RLI’s dividend payout ratio (DPR) is presently 15.13%.

RLI Company Profile

(Free Report)

RLI Corporation (NYSE:RLI) is a specialty property and casualty insurance company focused on underwriting niche risks for businesses and individuals. Headquartered in Peoria, Illinois, the company operates through a network of independent agents and brokers, offering customized coverage solutions. RLI’s approach emphasizes disciplined underwriting, targeted product development and strong customer service to maintain profitability and long-term growth.

Founded in 1965 as Replacement Lens, Inc, RLI initially provided insurance for contact lens manufacturers before shifting its focus to specialty insurance in the 1980s.