Beaird Harris Wealth Management’s RLI Corp RLI Stock Holding History

Beaird Harris 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	$139K	Hold	2,356	–	–	0.01%	176
2026 Q1	$134K	Hold	2,356	–	–	0.01%	160
2025 Q4	$151K	Hold	2,356	–	–	0.01%	157
2025 Q3	$154K	Hold	2,356	–	–	0.01%	147
2025 Q2	$170K	Hold	2,356	–	–	0.01%	138
2025 Q1	$189K	Hold	2,356	–	–	0.02%	124
2024 Q4	$194K	Hold	2,356	–	–	0.02%	130
2024 Q3	$183K	Hold	2,356	–	–	0.02%	137
2024 Q2	$166K	Hold	2,356	–	–	0.02%	134
2024 Q1	$175K	Hold	2,356	–	–	0.02%	125
2023 Q4	$157K	Hold	2,356	–	–	0.02%	120
2023 Q3	$160K	Hold	2,356	–	–	0.02%	105
2023 Q2	$161K	Hold	2,356	–	–	0.02%	103
2023 Q1	$157K	Hold	2,356	–	–	0.03%	101
2022 Q4	$155K	Hold	2,356	–	–	0.03%	104
2022 Q3	$121K	Hold	2,356	–	–	0.03%	100
2022 Q2	$137K	Hold	2,356	–	–	0.04%	79
2022 Q1	$130K	Hold	2,356	–	–	0.05%	110
2021 Q4	$132K	Buy	+2,356	New	+$128K	0.05%	141

Other funds holding RLI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return