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Capital Advisors Ltd’s RLI Corp RLI Stock Holding History

Capital Advisors Ltd’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 		$16K Buy
266
+260
+4,333% +$14K ﹤0.01% 751
2026
Q1 		$0 Hold
6
– – ﹤0.01% 1567
2025
Q4 		$0 Hold
6
– – ﹤0.01% 1540
2025
Q3 		$0 Hold
6
– – ﹤0.01% 1530
2025
Q2 		$0 Hold
6
– – ﹤0.01% 1592
2025
Q1 		$0 Hold
6
– – ﹤0.01% 1547
2024
Q4 		$0 Hold
6
– – ﹤0.01% 1545
2024
Q3 		$0 Hold
6
– – ﹤0.01% 1576
2024
Q2 		$0 Hold
6
– – ﹤0.01% 1606
2024
Q1 		$0 Hold
6
– – ﹤0.01% 1517
2023
Q4 		$0 Hold
6
– – ﹤0.01% 1457
2023
Q3 		$0 Hold
6
– – ﹤0.01% 1451
2023
Q2 		$0 Hold
6
– – ﹤0.01% 1507
2023
Q1 		$0 Hold
6
– – ﹤0.01% 1497
2022
Q4 		$0 Buy
+6
New +$373 ﹤0.01% 1571

Other funds holding RLI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WPC
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
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Capital Advisors Ltd's RLI Position: Q2 2026 in Review

Capital Advisors Ltd increased its RLI Corp (RLI) stake by 4,333% in Q2 2026, buying an estimated $14K and bringing the position to 266 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Capital Advisors Ltd first reported a position in RLI in Q4 2022 and has held it in 15 quarters since. 46 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Capital Advisors Ltd held 266 shares of RLI Corp worth $16K as of Q2 2026.
  • Capital Advisors Ltd bought 260 RLI Corp shares in Q2 2026, an estimated $14K.
  • RLI Corp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #751 holding.
  • Capital Advisors Ltd first reported a position in RLI Corp in Q4 2022 and has held it in 15 quarters since.
  • 46 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.