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Clearstead Advisors’s RLI Corp RLI Stock Holding History

Clearstead Advisors’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 		$7.03K Buy
119
+99
+495% +$5.31K ﹤0.01% 2096
2026
Q1 		$1.14K Sell
20
-247
-93% -$14.8K ﹤0.01% 2019
2025
Q4 		$17.1K Buy
267
+97
+57% +$6.09K ﹤0.01% 1761
2025
Q3 		$11.1K Buy
170
+100
+143% +$6.76K ﹤0.01% 1898
2025
Q2 		$5.06K Sell
70
-983
-93% -$73.7K ﹤0.01% 2105
2025
Q1 		$84.6K Sell
1,053
-81
-7% -$6.16K ﹤0.01% 1027
2024
Q4 		$93.5K Sell
1,134
-688
-38% -$57.1K ﹤0.01% 1042
2024
Q3 		$141K Sell
1,822
-222
-11% -$16.4K ﹤0.01% 947
2024
Q2 		$144K Buy
+2,044
New +$146K ﹤0.01% 917

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

Clearstead Advisors's RLI Position: Q2 2026 in Review

Clearstead Advisors increased its RLI Corp (RLI) stake by 495% in Q2 2026, buying an estimated $5.31K and bringing the position to 119 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Clearstead Advisors first reported a position in RLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $144K in Q2 2024. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Clearstead Advisors held 119 shares of RLI Corp worth $7.03K as of Q2 2026.
  • Clearstead Advisors bought 99 RLI Corp shares in Q2 2026, an estimated $5.31K.
  • RLI Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2096 holding.
  • Clearstead Advisors first reported a position in RLI Corp in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's RLI Corp position peaked at $144K in Q2 2024.
  • 423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.