Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s RLI Corp RLI Stock Holding History

Carson Wealth (CWM 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
Q1 		$568K Sell
9,953
-983
-9% -$59K ﹤0.01% 1922
2025
Q4 		$700K Sell
10,936
-13
-0.1% -$817 ﹤0.01% 1712
2025
Q3 		$714K Buy
10,949
+2,734
+33% +$185K ﹤0.01% 1595
2025
Q2 		$593K Buy
8,215
+293
+4% +$22K ﹤0.01% 1514
2025
Q1 		$636K Sell
7,922
-62
-0.8% -$4.72K ﹤0.01% 1360
2024
Q4 		$658K Buy
7,984
+234
+3% +$19.4K ﹤0.01% 1275
2024
Q3 		$601K Buy
7,750
+252
+3% +$18.6K ﹤0.01% 1245
2024
Q2 		$527K Buy
7,498
+16
+0.2% +$1.15K ﹤0.01% 1174
2024
Q1 		$555K Buy
7,482
+20
+0.3% +$1.43K ﹤0.01% 1092
2023
Q4 		$497K Sell
7,462
-7,504
-50% -$504K ﹤0.01% 1064
2023
Q3 		$1.02M Buy
14,966
+504
+3% +$34K 0.01% 748
2023
Q2 		$987K Buy
14,462
+14,180
+5,028% +$942K 0.01% 720
2023
Q1 		$19K Buy
282
+22
+8% +$1.46K ﹤0.01% 2556
2022
Q4 		$17K Sell
260
-2
-0.8% -$124 ﹤0.01% 2485
2022
Q3 		$13K Buy
262
+8
+3% +$447 ﹤0.01% 2526
2022
Q2 		$15K Buy
254
+144
+131% +$8.25K ﹤0.01% 2327
2022
Q1 		$6K Sell
110
-4
-4% -$211 ﹤0.01% 2779
2021
Q4 		$6K Buy
+114
New +$6.17K ﹤0.01% 2661
2021
Q2 		$4K Hold
76
– – ﹤0.01% 2462
2021
Q1 		$4K Hold
76
– – ﹤0.01% 2462
2020
Q4 		$4K Hold
76
– – ﹤0.01% 2461
2020
Q3 		$4K Hold
76
– – ﹤0.01% 2461
2020
Q2 		$4K Hold
76
– – ﹤0.01% 2461
2020
Q1 		$4K Hold
76
– – ﹤0.01% 2461
2019
Q4 		$4K Hold
76
– – ﹤0.01% 2460
2019
Q3 		$4K Hold
76
– – ﹤0.01% 2460
2019
Q2 		$4K Hold
76
– – ﹤0.01% 2460
2019
Q1 		$4K Buy
+76
New +$2.62K ﹤0.01% 2458

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RLI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its RLI Corp (RLI) stake by 9% in Q1 2026, selling an estimated $59K and leaving 9,953 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Carson Wealth (CWM LLC) first reported a position in RLI in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.02M in Q3 2023. 422 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,953 shares of RLI Corp worth $568K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 983 RLI Corp shares in Q1 2026, an estimated $59K.
  • RLI Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1922 holding.
  • Carson Wealth (CWM LLC) first reported a position in RLI Corp in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s RLI Corp position peaked at $1.02M in Q3 2023.
  • 422 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.