Baird Financial Group
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Baird Financial Group’s RLI Corp RLI Stock Holding History

Baird 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 		$1.45M Buy
25,432
+3,549
+16% +$213K ﹤0.01% 1154
2025
Q4 		$1.4M Sell
21,883
-1,196
-5% -$75.1K ﹤0.01% 1147
2025
Q3 		$1.51M Buy
23,079
+3,728
+19% +$252K ﹤0.01% 1139
2025
Q2 		$1.4M Sell
19,351
-306
-2% -$22.9K ﹤0.01% 1120
2025
Q1 		$1.58M Sell
19,657
-42,965
-69% -$3.27M ﹤0.01% 1035
2024
Q4 		$5.16M Sell
62,622
-14,152
-18% -$1.17M 0.01% 675
2024
Q3 		$5.95M Buy
76,774
+2,872
+4% +$212K 0.01% 627
2024
Q2 		$5.2M Buy
73,902
+3,486
+5% +$250K 0.01% 653
2024
Q1 		$5.23M Buy
70,416
+14,770
+27% +$1.05M 0.01% 646
2023
Q4 		$3.7M Buy
55,646
+4,068
+8% +$273K 0.01% 746
2023
Q3 		$3.5M Buy
51,578
+15,560
+43% +$1.05M 0.01% 729
2023
Q2 		$2.46M Buy
36,018
+1,924
+6% +$128K 0.01% 848
2023
Q1 		$2.27M Sell
34,094
-3,390
-9% -$225K 0.01% 849
2022
Q4 		$2.46M Buy
37,484
+2,534
+7% +$158K 0.01% 806
2022
Q3 		$1.79M Buy
34,950
+5,176
+17% +$289K 0.01% 869
2022
Q2 		$1.74M Buy
29,774
+9,936
+50% +$570K ﹤0.01% 903
2022
Q1 		$1.1M Buy
+19,838
New +$1.05M ﹤0.01% 1107

Other funds holding RLI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.61T AUM 30.72% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Baird Financial Group increased its RLI Corp (RLI) stake by 16% in Q1 2026, buying an estimated $213K and bringing the position to 25,432 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Baird Financial Group first reported a position in RLI in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.95M in Q3 2024. 419 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Baird Financial Group held 25,432 shares of RLI Corp worth $1.45M as of Q1 2026.
  • Baird Financial Group bought 3,549 RLI Corp shares in Q1 2026, an estimated $213K.
  • RLI Corp made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1154 holding.
  • Baird Financial Group first reported a position in RLI Corp in Q1 2022 and has held it in 17 quarters since.
  • Baird Financial Group's RLI Corp position peaked at $5.95M in Q3 2024.
  • 419 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

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