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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beaird Harris Wealth Management's RLI Position: Q2 2026 in Review

Beaird Harris Wealth Management held its RLI Corp (RLI) position steady in Q2 2026 at 2,356 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #176.

Beaird Harris Wealth Management first reported a position in RLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $194K in Q4 2024. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

Beaird Harris Wealth Management held 2,356 shares of RLI Corp worth $139K as of Q2 2026.
Beaird Harris Wealth Management left its RLI Corp share count unchanged in Q2 2026.
RLI Corp made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #176 holding.
Beaird Harris Wealth Management first reported a position in RLI Corp in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's RLI Corp position peaked at $194K in Q4 2024.
424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.