Vault-13

RLI CORP RLI

COM · Common Stock · CUSIP 749607107

American insurance company

357 institutional holders -2 vs Q2 2023
36,310,76836.3m shares reported held*
79.6% of all shares outstanding*
$4.9bnreported value*
33 new 121 added 122 reduced 37 sold out net sold ≈ $29.5m (-328.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.2m this quarter). Holder counts are more reliable. Shares outstanding: 45.6m as of 2023-10-16, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $136.08. Options: 5 managers hold calls ($1.9m notional), 6 hold puts ($2.1m).

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 316Q4 22: 331Q1 23: 319Q2 23: 359Q3 23: 357357Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 2022316
Q4 2022331
Q1 2023319
Q2 2023359
Q3 2023357

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 153 bought or addedQ4 22: 142 cut or sold outQ4 22Q1 23: 145 bought or addedQ1 23: 151 cut or sold outQ1 23Q2 23: 164 bought or addedQ2 23: 155 cut or sold outQ2 23Q3 23: 154 bought or addedQ3 23: 159 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022153142
Q1 2023145151
Q2 2023164155
Q3 2023154159

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ4 22 calls: $3.2mQ4 22 puts: $800.7kQ4 22P/C 0.25Q1 23 calls: $2.6mQ1 23 puts: $1.8mQ1 23P/C 0.70Q2 23 calls: $3.8mQ2 23 puts: $1.1mQ2 23P/C 0.29Q3 23 calls: $1.9mQ3 23 puts: $2.1mQ3 23P/C 1.08
Numbers
QuarterCallsPutsP/C
Q4 2022$3.2m$800.7k0.25
Q1 2023$2.6m$1.8m0.70
Q2 2023$3.8m$1.1m0.29
Q3 2023$1.9m$2.1m1.08

Biggest buyers

STATE STREET CORP Added +247,197+247.2k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +112,988+113.0k
Balyasny Asset Management L.P. Added +100,095+100.1k
Van Berkom & Associates Inc. Added +80,552+80.6k
Allianz Asset Management GmbH Added +61,500+61.5k
Moran Wealth Management, LLC New +55,915+55.9k
Man Group plc New +47,886+47.9k
AQR CAPITAL MANAGEMENT LLC Added +46,031+46.0k
Retirement Systems of Alabama Added +40,351+40.4k
Point72 Asset Management, L.P. Added +36,886+36.9k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Reduced -375,892-375.9k
JANE STREET GROUP, LLC Reduced -161,796-161.8k
ALLIANCEBERNSTEIN L.P. Reduced -139,923-139.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -85,757-85.8k
HRT FINANCIAL LP Reduced -71,590-71.6k
COMERICA BANK Reduced -61,448-61.4k
D. E. Shaw & Co., Inc. Reduced -56,684-56.7k
Ergoteles LLC Sold out -53,000-53.0k
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -44,660-44.7k
JANUS HENDERSON GROUP PLC Reduced -44,642-44.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.2m9.1k shares
CITADEL ADVISORS LLC Reduced $530.0k3.9k shares
GROUP ONE TRADING LLC New $95.1k700 shares
PEAK6 Investments LLC Reduced $67.9k500 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $733.8k5.4k shares
Twin Tree Management, LP New $706.6k5.2k shares
PEAK6 Investments LLC Added $326.1k2.4k shares
CITADEL ADVISORS LLC Added $299.0k2.2k shares
SIMPLEX TRADING, LLC Unchanged $27.0k200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2026-10-27 8.9% 8.2m≈ $483.6m 2026-10-27
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution filed 2026-02-13 7.9% 7.3m≈ $431.1m 2026-02-13
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.2% new 4.8m≈ $283.8m 2026-04-30
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.2% new 4.8m≈ $283.9m 2026-04-29

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q3 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 21: 0 buyingQ4 21: 0 sellingQ1 22: 0 buyingQ1 22: 0 sellingQ1 22Q2 22: 0 buyingQ2 22: 2 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22Q4 22: 0 buyingQ4 22: 0 sellingQ1 23: 1 buyingQ1 23: 0 sellingQ1 23Q2 23: 0 buyingQ2 23: 1 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20210—0——
Q1 20220—0——
Q2 20220—2$1.4m—
Q3 20220—0——
Q4 20220—0——
Q1 20231$28.0k0——
Q2 20230—1$618.9k—
Q3 20230—0——

None reported in Q3 2023.

Holders, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 4,610,5964.6m $626.5m $626.5m 0.02% Reduced -6.7k -6,713
2 STATE STREET CORP 0.03% of their portfolio BOSTON, MA 4,465,3854.5m $606.8m $606.8m 0.03% Added +247.2k +247,197
3 BlackRock Inc. 0.01% of their portfolio New York, NY 3,524,1303.5m $478.9m $478.9m 0.01% Added +29.5k +29,512
4 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.97% of their portfolio LOS ANGELES, CA 2,511,9912.5m $341.4m $341.4m 0.97% Reduced -44.7k -44,660
5 NEUBERGER BERMAN GROUP LLC 0.17% of their portfolio NEW YORK, NY 1,368,4961.4m $186.0m $186.0m 0.17% Reduced -5.7k -5,676
6 Markel Group Inc. 1.96% of their portfolio Glen Allen, VA 1,197,2721.2m $162.7m $162.7m 1.96% Unchanged
7 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 1,132,3981.1m $153.9m $153.9m 0.02% Reduced -20.7k -20,683
8 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 1,082,4701.1m $147.1m $147.1m 0.02% Added +12.0k +11,965
9 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 914,618914.6k $124.3m $124.3m 0.04% Added +35.4k +35,388
10 Thrivent Financial for Lutherans 0.28% of their portfolio Minneapolis, MN 859,240859.2k $116.8m $116.8m 0.28% Added +21.3k +21,251
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 835,024835.0k $113.8m $113.8m 0.01% Added +1.8k +1,829
12 ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio NASHVILLE, TN 726,234726.2k $98.7m $98.7m 0.04% Reduced -139.9k -139,923
13 Port Capital LLC 6.10% of their portfolio CHICAGO, IL 719,518719.5k $97.8m $97.8m 6.10% Added +6.7k +6,710
14 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 680,405680.4k $92.5m $92.5m 0.02% Reduced -10.5k -10,466
15 Van Berkom & Associates Inc. 2.33% of their portfolio MONTREAL, A8 526,679526.7k $71.6m $71.6m 2.33% Added +80.6k +80,552
16 NORGES BANK 0.01% of their portfolio OSLO, Q8 418,091418.1k $56.8m $56.8m 0.01% Reduced -3.5k -3,501
17 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 407,805407.8k $55.4m $55.4m 0.01% Reduced -20.8k -20,827
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 400,532400.5k $54.4m $54.4m 0.02% Added +113.0k +112,988
19 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 395,547395.5k $53.8m $53.8m 0.01% Added +3.6k +3,562
20 Balyasny Asset Management L.P. 0.14% of their portfolio Chicago, IL 377,445377.4k $51.3m $51.3m 0.14% Added +100.1k +100,095
21 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 371,970372.0k $50.5m $50.5m 0.02% Reduced -3.4k -3,376
22 SNYDER CAPITAL MANAGEMENT L P 1.14% of their portfolio San Francisco, CA 370,976371.0k $50.4m $50.4m 1.14% Reduced -9.1k -9,087
23 PALISADE CAPITAL MANAGEMENT, LP 1.30% of their portfolio FORT LEE, NJ 343,921343.9k $46.7m $46.7m 1.30% Added +2.4k +2,425
24 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 320,540320.5k $43.6m $43.6m 0.03% Added +6.9k +6,896
25 Polar Capital Holdings Plc 0.26% of their portfolio London, X0 260,000260.0k $35.3m $35.3m 0.26% Unchanged
26 ProShare Advisors LLC 0.11% of their portfolio BETHESDA, MD 253,875253.9k $34.5m $34.5m 0.11% Added +30.9k +30,861
27 HSBC HOLDINGS PLC 0.04% of their portfolio LONDON, X0 252,152252.2k $34.3m $34.3m 0.04% Reduced -11.0k -11,017
28 California Public Employees Retirement System 0.02% of their portfolio Sacramento, CA 213,061213.1k $29.0m $29.0m 0.02% Added +4.7k +4,699
29 Global Alpha Capital Management Ltd. 2.88% of their portfolio MONTREAL, A8 211,288211.3k $28.7m $28.7m 2.88% Unchanged
30 EULAV Asset Management 1.03% of their portfolio SARASOTA, FL 207,017207.0k $28.1m $28.1m 1.03% Added +9.2k +9,217
31 JANUS HENDERSON GROUP PLC 0.02% of their portfolio LONDON, X0 205,303205.3k $27.9m $27.9m 0.02% Reduced -44.6k -44,642
32 Point72 Asset Management, L.P. 0.09% of their portfolio STAMFORD, CT 194,019194.0k $26.4m $26.4m 0.09% Added +36.9k +36,886
33 Bragg Financial Advisors, Inc 1.24% of their portfolio CHARLOTTE, NC 173,215173.2k $23.5m $23.5m 1.24% Added +31.3k +31,310
34 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 163,097163.1k $22.2m $22.2m 0.02% Added +2.9k +2,941
35 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 160,727160.7k $21.8m $21.8m 0.01% Reduced -18.8k -18,833
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio BALA CYNWYD, PA 159,455159.5k $21.7m $21.7m 0.03% Reduced -85.8k -85,757
37 ROYCE & ASSOCIATES LP 0.22% of their portfolio New York, NY 156,713156.7k $21.3m $21.3m 0.22% Added +8.5k +8,473
38 VAUGHAN DAVID INVESTMENTS LLC/IL 0.61% of their portfolio PEORIA, IL 148,012148.0k $20.1m $20.1m 0.61% Added +208 +208
39 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 142,174142.2k $19.3m $19.3m 0.02% Reduced -10.1k -10,052
40 NATIXIS ADVISORS, LLC 0.06% of their portfolio Boston, MA 137,538137.5k $18.7m $18.7m 0.06% Added +139 +139
41 D. E. Shaw & Co., Inc. 0.03% of their portfolio New York, NY 131,076131.1k $17.8m $17.8m 0.03% Reduced -56.7k -56,684
42 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 130,032130.0k $17.7m $17.7m 0.02% Added +3.7k +3,727
43 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 124,977125.0k $17.0m $17.0m 0.02% Added +10.0k +10,011
44 LOS ANGELES CAPITAL MANAGEMENT LLC 0.07% of their portfolio LOS ANGELES, CA 122,595122.6k $16.7m $16.7m 0.07% Reduced -1.2k -1,237
45 Empower Advisory Group, LLC 0.07% of their portfolio Greenwood Village, CO 118,396118.4k $16.1m $16.1m 0.07% Added +1.5k +1,487
46 FEDERATED HERMES, INC. 0.04% of their portfolio PITTSBURGH, PA 102,958103.0k $14.0m $14.0m 0.04% Added +17.0k +17,001
47 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 102,782102.8k $14.0m $14.0m 0.00% Added +30.3k +30,330
48 PANAGORA ASSET MANAGEMENT INC 0.08% of their portfolio BOSTON, MA 99,80599.8k $13.6m $13.6m 0.08% Added +447 +447
49 Legal & General Group Plc 0.00% of their portfolio London, X0 97,94897.9k $13.3m $13.3m 0.00% Reduced -992 -992
50 Retirement Systems of Alabama 0.06% of their portfolio MONTGOMERY, AL 92,60092.6k $12.6m $12.6m 0.06% Added +40.4k +40,351
51 Swiss National Bank 0.01% of their portfolio ZURICH, V8 90,20090.2k $12.3m $12.3m 0.01% Added +900 +900
52 PhiloSmith Capital Corp 4.20% of their portfolio STAMFORD, CT 90,14690.1k $12.2m $12.2m 4.20% Unchanged
53 AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio Greenwich, CT 89,10689.1k $12.1m $12.1m 0.03% Added +46.0k +46,031
54 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 85,93985.9k $11.7m $11.7m 0.01% Added +36.3k +36,342
55 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 80,78980.8k $11.0m $11.0m 0.01% Added +11.1k +11,129
56 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 76,12476.1k $10.3m $10.3m 0.00% Added +16.7k +16,725
57 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 75,08175.1k $10.2m $10.2m 0.01% Reduced -969 -969
58 WHITTIER TRUST CO 0.18% of their portfolio SOUTH PASADENA, CA 74,41474.4k $10.1m $10.1m 0.18% Added +2.9k +2,907
59 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 71,30271.3k $9.7m $9.7m 0.00% Reduced -1.5k -1,475
60 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 70,14270.1k $9.5m $9.5m 0.01% Reduced -2.1k -2,072
61 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 65,60465.6k $8.9m $8.9m 0.00% Reduced -4.3k -4,342
62 Allianz Asset Management GmbH 0.02% of their portfolio MUNICH, 2M 65,42265.4k $8.9m $8.9m 0.02% Added +61.5k +61,500
63 LRT Capital Management, LLC 6.09% of their portfolio Austin, TX 64,67164.7k $8.8m $8.8m 6.09% Reduced -6.8k -6,781
64 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 59,00159.0k $8.0m $8.0m 0.02% Added +411 +411
65 AMERICAN INTERNATIONAL GROUP, INC. 0.05% of their portfolio New York, NY 56,61156.6k $7.7m $7.7m 0.05% Reduced -4.6k -4,625
66 EAGLE ASSET MANAGEMENT INC 0.05% of their portfolio ST PETERSBURG, FL 56,21956.2k $7.6m $7.6m 0.05% Added +4.7k +4,670
67 Moran Wealth Management, LLC 0.29% of their portfolio NAPLES, FL 55,91555.9k $7.6m $7.6m 0.29% New
68 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio COLUMBUS, OH 53,63153.6k $7.3m $7.3m 0.03% Reduced -993 -993
69 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 50,66850.7k $6.9m $6.9m 0.01% Reduced -219 -219
70 Man Group plc 0.02% of their portfolio LONDON, X0 47,88647.9k $6.5m $6.5m 0.02% New
71 HRT FINANCIAL LP 0.07% of their portfolio NEW YORK, NY 46,51446.5k $6.3m $6.3m 0.07% Reduced -71.6k -71,590
72 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 45,20845.2k $6.1m $6.1m 0.01% Reduced -4.4k -4,362
73 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 43,99944.0k $6.0m $6.0m 0.00% Added +5 +5
74 Gotham Asset Management, LLC 0.12% of their portfolio NEW YORK, NY 43,07843.1k $5.9m $5.9m 0.12% Added +12.1k +12,128
75 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 40,90040.9k $5.6m $5.6m 0.01% Reduced -25.4k -25,400
76 UBS Group AG 0.00% of their portfolio ZURICH, V8 38,65138.7k $5.3m $5.3m 0.00% Reduced -18.8k -18,760
77 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 38,61438.6k $5.2m $5.2m 0.01% Added +1.2k +1,201
78 WHITTIER TRUST CO OF NEVADA INC 0.18% of their portfolio RENO, NV 38,12538.1k $5.2m $5.2m 0.18% Added +961 +961
79 ALPS ADVISORS INC 0.04% of their portfolio Denver, CO 36,29736.3k $4.9m $4.9m 0.04% Added +20.3k +20,262
80 GW&K Investment Management, LLC 0.05% of their portfolio BOSTON, MA 35,66035.7k $4.8m $4.8m 0.05% Reduced -68 -68
81 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 35,30035.3k $4.8m $4.8m 0.00% Added +4.8k +4,761
82 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 35,29335.3k $4.8m $4.8m 0.01% Added +1.6k +1,595
83 TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio AUSTIN, TX 34,07834.1k $4.6m $4.6m 0.05% Reduced -1.6k -1,621
84 State of Tennessee, Department of Treasury 0.02% of their portfolio NASHVILLE, TN 33,16433.2k $4.5m $4.5m 0.02% Added +10.9k +10,915
85 NISA INVESTMENT ADVISORS, LLC 0.03% of their portfolio ST. LOUIS, MO 32,97033.0k $4.5m $4.5m 0.03% Unchanged
86 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 32,37532.4k $4.4m $4.4m 0.00% Added +28.4k +28,432
87 TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio AUSTIN, TX 32,22632.2k $4.4m $4.4m 0.03% Added +11.3k +11,272
88 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 32,12432.1k $4.4m $4.4m 0.01% Reduced -958 -958
89 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 31,75131.8k $4.3m $4.3m 0.01% Added +1.9k +1,941
90 BI Asset Management Fondsmaeglerselskab A/S 0.09% of their portfolio KOBENHAVN, G7 30,04530.0k $4.1m $4.1m 0.09% Added +10.0k +9,955
91 AXA S.A. 0.01% of their portfolio PARIS, I0 29,20029.2k $4.0m $4.0m 0.01% Reduced -1.4k -1,400
92 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 27,88527.9k $3.8m $3.8m 0.01% Added +471 +471
93 REGIONS FINANCIAL CORP 0.03% of their portfolio BIRMINGHAM, AL 27,61127.6k $3.8m $3.8m 0.03% Reduced -1.2k -1,239
94 AMALGAMATED BANK 0.03% of their portfolio NEW YORK, NY 27,55327.6k $3.7m $3.7m 0.03% Reduced -322 -322
95 Karani Asset Management LLC 5.33% of their portfolio NEW YORK, NY 27,25627.3k $3.7m $3.7m 5.33% Reduced -7.5k -7,499
96 Vident Advisory, LLC 0.11% of their portfolio Alpharetta, GA 26,20126.2k $3.6m $3.6m 0.11% First filing
97 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio New York, NY 26,08426.1k $3.5m $3.5m 0.04% Reduced -43.2k -43,164
98 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 25,78925.8k $3.5m $3.5m 0.01% Added +7.8k +7,780
99 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 25,77125.8k $3.5m $3.5m 0.01% Reduced -101 -101
100 CIBC Private Wealth Group LLC 0.01% of their portfolio ATLANTA, GA 25,41125.4k $3.5m $3.5m 0.01% Reduced -25.4k -25,377