BCM
RLI icon

Boreal Capital Management’s RLI Corp RLI Stock Holding History

Boreal Capital 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
Q1 		$11.4K Hold
200
– – 0.01% 314
2025
Q4 		$12.8K Hold
200
– – 0.01% 310
2025
Q3 		$13K Hold
200
– – 0.01% 320
2025
Q2 		$14.4K Buy
+200
New +$15K 0.01% 305

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

Boreal Capital Management's RLI Position: Q1 2026 in Review

Boreal Capital Management held its RLI Corp (RLI) position steady in Q1 2026 at 200 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #314.

Boreal Capital Management first reported a position in RLI in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.4K in Q2 2025. 419 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Boreal Capital Management held 200 shares of RLI Corp worth $11.4K as of Q1 2026.
  • Boreal Capital Management left its RLI Corp share count unchanged in Q1 2026.
  • RLI Corp made up 0.01% of Boreal Capital Management's portfolio in Q1 2026, its #314 holding.
  • Boreal Capital Management first reported a position in RLI Corp in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's RLI Corp position peaked at $14.4K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.