Superior Planning, LLC’s RLI Corp RLI Stock Holding History

Superior Planning, LLC’s Portfolio RLI Stock Details RLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.29K	Buy	+168	New	+$10.4K	﹤0.01%	953

Other funds holding RLI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return

Superior Planning, LLC's RLI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in RLI Corp (RLI) in Q3 2026: 168 shares worth $9.29K. The stake represents ﹤0.01% of the portfolio and ranks #953 among its holdings.

297 funds tracked by Wall St. Rank hold RLI as of Q3 2026.

Superior Planning, LLC held 168 shares of RLI Corp worth $9.29K as of Q3 2026.
RLI Corp was a new Superior Planning, LLC position in Q3 2026.
RLI Corp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #953 holding.
297 funds tracked by Wall St. Rank held RLI Corp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.