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Callan Family Office’s RLI Corp RLI Stock Holding History

Callan Family Office’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 		$4.78M Sell
80,856
-4,595
-5% -$247K 0.09% 208
2026
Q1 		$4.87M Buy
85,451
+25,283
+42% +$1.52M 0.11% 197
2025
Q4 		$3.85M Buy
60,168
+529
+0.9% +$33.2K 0.08% 227
2025
Q3 		$3.89M Sell
59,639
-5,297
-8% -$358K 0.12% 173
2025
Q2 		$4.69M Buy
64,936
+60,899
+1,509% +$4.57M 0.15% 161
2025
Q1 		$324K Sell
4,037
-10,507
-72% -$799K 0.02% 409
2024
Q4 		$1.2M Buy
+14,544
New +$1.21M 0.08% 216

Other funds holding RLI

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 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

Callan Family Office's RLI Position: Q2 2026 in Review

Callan Family Office reduced its RLI Corp (RLI) stake by 5.4% in Q2 2026, selling an estimated $247K and leaving 80,856 shares worth $4.78M. The position accounts for 0.09% of the portfolio, ranked #208.

Callan Family Office first reported a position in RLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.87M in Q1 2026. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Callan Family Office held 80,856 shares of RLI Corp worth $4.78M as of Q2 2026.
  • Callan Family Office sold 4,595 RLI Corp shares in Q2 2026, an estimated $247K.
  • RLI Corp made up 0.09% of Callan Family Office's portfolio in Q2 2026, its #208 holding.
  • Callan Family Office first reported a position in RLI Corp in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's RLI Corp position peaked at $4.87M in Q1 2026.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.