Activest Wealth Management
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Activest Wealth Management’s RLI Corp RLI Stock Holding History

Activest Wealth Management’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 		– Sell
-2
Closed -$118 – 1309
2026
Q2 		$118 Buy
+2
New +$107 ﹤0.01% 1225
2026
Q1 		– Sell
-86
Closed -$5.16K – 1320
2025
Q4 		$5.5K Buy
+86
New +$5.4K ﹤0.01% 757

Other funds holding RLI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Activest Wealth Management's RLI Position: Q3 2026 in Review

Activest Wealth Management sold out of RLI Corp (RLI) in Q3 2026, closing a stake of 2 shares — an estimated $118 sold.

Activest Wealth Management first reported a position in RLI in Q4 2025 and held it in 2 quarters. The position peaked at $5.5K in Q4 2025. 205 funds tracked by Wall St. Rank hold RLI as of Q3 2026.

  • Activest Wealth Management reported no remaining RLI Corp position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 2 RLI Corp shares in Q3 2026, an estimated $118.
  • Activest Wealth Management first reported a position in RLI Corp in Q4 2025 and held it in 2 quarters.
  • Activest Wealth Management's RLI Corp position peaked at $5.5K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held RLI Corp as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.