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Avion Wealth’s RLI Corp RLI Stock Holding History

Avion Wealth’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 		$2K Buy
36
+12
+50% +$644 ﹤0.01% 1114
2026
Q1 		$1K Sell
24
-40
-63% -$2.4K ﹤0.01% 1122
2025
Q4 		$4K Buy
64
+32
+100% +$2.01K ﹤0.01% 730
2025
Q3 		$2K Buy
32
+18
+129% +$1.22K ﹤0.01% 901
2025
Q2 		$1K Buy
+14
New +$1.05K ﹤0.01% 1053
2023
Q4 		– Sell
-22
Closed -$1K – 1306
2023
Q3 		$1K Buy
22
+8
+57% +$540 ﹤0.01% 716
2023
Q2 		$0 Hold
14
– – ﹤0.01% 988
2023
Q1 		$0 Hold
14
– – ﹤0.01% 736
2022
Q4 		$0 Hold
14
– – ﹤0.01% 523
2022
Q3 		$1K Hold
14
– – ﹤0.01% 482
2022
Q2 		$1K Buy
+14
New +$802 ﹤0.01% 481

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

Avion Wealth's RLI Position: Q2 2026 in Review

Avion Wealth increased its RLI Corp (RLI) stake by 50% in Q2 2026, buying an estimated $644 and bringing the position to 36 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Avion Wealth first reported a position in RLI in Q2 2022 and has held it in 11 quarters since. The position peaked at $4K in Q4 2025. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Avion Wealth held 36 shares of RLI Corp worth $2K as of Q2 2026.
  • Avion Wealth bought 12 RLI Corp shares in Q2 2026, an estimated $644.
  • RLI Corp made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1114 holding.
  • Avion Wealth first reported a position in RLI Corp in Q2 2022 and has held it in 11 quarters since.
  • Avion Wealth's RLI Corp position peaked at $4K in Q4 2025.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.