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Clark Wealth Partners’s RLI Corp RLI Stock Holding History

Clark Wealth Partners’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 		– Sell
-266
Closed -$15.2K – 633
2026
Q1 		$15.2K Hold
266
– – 0.01% 217
2025
Q4 		$17K Hold
266
– – 0.01% 204
2025
Q3 		$17K Sell
266
-174
-40% -$11.8K 0.01% 204
2025
Q2 		$31.8K Hold
440
– – 0.02% 121
2025
Q1 		$35.3K Buy
+440
New +$33.5K 0.03% 114

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

Clark Wealth Partners's RLI Position: Q2 2026 in Review

Clark Wealth Partners sold out of RLI Corp (RLI) in Q2 2026, closing a stake of 266 shares — an estimated $15.2K sold.

Clark Wealth Partners first reported a position in RLI in Q1 2025 and held it in 5 quarters. The position peaked at $35.3K in Q1 2025. 399 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Clark Wealth Partners reported no remaining RLI Corp position as of Q2 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 266 RLI Corp shares in Q2 2026, an estimated $15.2K.
  • Clark Wealth Partners first reported a position in RLI Corp in Q1 2025 and held it in 5 quarters.
  • Clark Wealth Partners's RLI Corp position peaked at $35.3K in Q1 2025.
  • 399 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.