CWIG
RLI icon

Chung Wu Investment Group’s RLI Corp RLI Stock Holding History

Chung Wu Investment Group’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 		$23.6K Hold
400
– – 0.02% 194
2026
Q1 		$22.8K Hold
400
– – 0.02% 165
2025
Q4 		$25.6K Hold
400
– – 0.02% 163
2025
Q3 		$26.1K Hold
400
– – 0.02% 166
2025
Q2 		$28.9K Buy
+400
New +$30K 0.03% 150

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

Chung Wu Investment Group's RLI Position: Q2 2026 in Review

Chung Wu Investment Group held its RLI Corp (RLI) position steady in Q2 2026 at 400 shares worth $23.6K. The position accounts for 0.02% of the portfolio, ranked #194.

Chung Wu Investment Group first reported a position in RLI in Q2 2025 and has held it in 5 quarters since. The position peaked at $28.9K in Q2 2025. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Chung Wu Investment Group held 400 shares of RLI Corp worth $23.6K as of Q2 2026.
  • Chung Wu Investment Group left its RLI Corp share count unchanged in Q2 2026.
  • RLI Corp made up 0.02% of Chung Wu Investment Group's portfolio in Q2 2026, its #194 holding.
  • Chung Wu Investment Group first reported a position in RLI Corp in Q2 2025 and has held it in 5 quarters since.
  • Chung Wu Investment Group's RLI Corp position peaked at $28.9K in Q2 2025.
  • 423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.