BWL
RLI icon

Bogart Wealth LLC’s RLI Corp RLI Stock Holding History

Bogart Wealth LLC’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 		$5.79K Buy
98
+28
+40% +$1.5K ﹤0.01% 1160
2026
Q1 		$3.99K Hold
70
– – ﹤0.01% 1124
2025
Q4 		$4.48K Buy
70
+8
+13% +$502 ﹤0.01% 1026
2025
Q3 		$4.04K Hold
62
– – ﹤0.01% 1019
2025
Q2 		$4.48K Hold
62
– – ﹤0.01% 959
2025
Q1 		$4.98K Hold
62
– – ﹤0.01% 903
2024
Q4 		$5.11K Hold
62
– – ﹤0.01% 877
2024
Q3 		$4.8K Hold
62
– – ﹤0.01% 840
2024
Q2 		$4.36K Hold
62
– – ﹤0.01% 819
2024
Q1 		$4.6K Hold
62
– – ﹤0.01% 783
2023
Q4 		$4.13K Hold
62
– – ﹤0.01% 792
2023
Q3 		$4.21K Hold
62
– – ﹤0.01% 758
2023
Q2 		$4.23K Hold
62
– – ﹤0.01% 749
2023
Q1 		$4.12K Buy
+62
New +$4.12K ﹤0.01% 757

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

Bogart Wealth LLC's RLI Position: Q2 2026 in Review

Bogart Wealth LLC increased its RLI Corp (RLI) stake by 40% in Q2 2026, buying an estimated $1.5K and bringing the position to 98 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Bogart Wealth LLC first reported a position in RLI in Q1 2023 and has held it in 14 quarters since. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Bogart Wealth LLC held 98 shares of RLI Corp worth $5.79K as of Q2 2026.
  • Bogart Wealth LLC bought 28 RLI Corp shares in Q2 2026, an estimated $1.5K.
  • RLI Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1160 holding.
  • Bogart Wealth LLC first reported a position in RLI Corp in Q1 2023 and has held it in 14 quarters since.
  • 423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.