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Atomi Financial Group’s RLI Corp RLI Stock Holding History

Atomi Financial Group’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
Q1 		– Sell
-3,577
Closed -$229K – 1302
2025
Q4 		$229K Sell
3,577
-23
-0.6% -$1.45K 0.01% 1074
2025
Q3 		$235K Sell
3,600
-231
-6% -$15.6K 0.01% 1028
2025
Q2 		$277K Buy
3,831
+146
+4% +$10.9K 0.01% 857
2025
Q1 		$296K Sell
3,685
-65
-2% -$4.95K 0.01% 774
2024
Q4 		$309K Buy
3,750
+324
+9% +$26.9K 0.02% 705
2024
Q3 		$265K Sell
3,426
-40
-1% -$2.96K 0.02% 725
2024
Q2 		$244K Buy
+3,466
New +$248K 0.02% 662

Other funds holding RLI

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atomi Financial Group's RLI Position: Q1 2026 in Review

Atomi Financial Group sold out of RLI Corp (RLI) in Q1 2026, closing a stake of 3,577 shares — an estimated $229K sold.

Atomi Financial Group first reported a position in RLI in Q2 2024 and held it in 7 quarters. The position peaked at $309K in Q4 2024. 422 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Atomi Financial Group reported no remaining RLI Corp position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 3,577 RLI Corp shares in Q1 2026, an estimated $229K.
  • Atomi Financial Group first reported a position in RLI Corp in Q2 2024 and held it in 7 quarters.
  • Atomi Financial Group's RLI Corp position peaked at $309K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.