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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
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Activest Wealth Management's RLI Position: Q2 2026 in Review

Activest Wealth Management opened a new position in RLI Corp (RLI) in Q2 2026: 2 shares worth $118. The stake represents ﹤0.01% of the portfolio and ranks #1225 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in RLI as recently as Q4 2025.

Activest Wealth Management first reported a position in RLI in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.5K in Q4 2025. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Activest Wealth Management held 2 shares of RLI Corp worth $118 as of Q2 2026.
  • RLI Corp was a new Activest Wealth Management position in Q2 2026.
  • RLI Corp made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1225 holding.
  • Activest Wealth Management first reported a position in RLI Corp in Q4 2025 and has held it in 2 quarters since.
  • Activest Wealth Management's RLI Corp position peaked at $5.5K in Q4 2025.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.