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Beacon Pointe Advisors’s RLI Corp RLI Stock Holding History

Beacon Pointe Advisors’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 		$336K Sell
5,899
-360
-6% -$21.6K ﹤0.01% 1486
2025
Q4 		$400K Sell
6,259
-1,498
-19% -$94.1K ﹤0.01% 1149
2025
Q3 		$506K Buy
7,757
+2,153
+38% +$146K ﹤0.01% 1005
2025
Q2 		$405K Buy
5,604
+2
+0% +$150 ﹤0.01% 955
2025
Q1 		$450K Sell
5,602
-280
-5% -$21.3K 0.01% 877
2024
Q4 		$485K Buy
5,882
+242
+4% +$20.1K 0.01% 844
2024
Q3 		$437K Sell
5,640
-548
-9% -$40.5K 0.01% 902
2024
Q2 		$435K Sell
6,188
-288
-4% -$20.6K 0.01% 920
2024
Q1 		$481K Sell
6,476
-1,024
-14% -$73K 0.01% 929
2023
Q4 		$499K Sell
7,500
-2,274
-23% -$153K 0.01% 905
2023
Q3 		$664K Buy
+9,774
New +$660K 0.01% 764

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

Beacon Pointe Advisors's RLI Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its RLI Corp (RLI) stake by 5.8% in Q1 2026, selling an estimated $21.6K and leaving 5,899 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Beacon Pointe Advisors first reported a position in RLI in Q3 2023 and has held it in 11 quarters since. The position peaked at $664K in Q3 2023. 419 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Beacon Pointe Advisors held 5,899 shares of RLI Corp worth $336K as of Q1 2026.
  • Beacon Pointe Advisors sold 360 RLI Corp shares in Q1 2026, an estimated $21.6K.
  • RLI Corp made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1486 holding.
  • Beacon Pointe Advisors first reported a position in RLI Corp in Q3 2023 and has held it in 11 quarters since.
  • Beacon Pointe Advisors's RLI Corp position peaked at $664K in Q3 2023.
  • 419 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.