Corient Private Wealth
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Corient Private Wealth’s RLI Corp RLI Stock Holding History

Corient Private Wealth’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 		$4.93M Buy
83,496
+54,371
+187% +$2.92M 0.01% 910
2026
Q1 		$1.66M Sell
29,125
-5,823
-17% -$350K ﹤0.01% 1362
2025
Q4 		$2.24M Sell
34,948
-1,719
-5% -$108K ﹤0.01% 1090
2025
Q3 		$2.39M Buy
36,667
+3,553
+11% +$240K ﹤0.01% 989
2025
Q2 		$2.39M Sell
33,114
-772
-2% -$57.9K ﹤0.01% 956
2025
Q1 		$2.72M Sell
33,886
-644
-2% -$49K ﹤0.01% 869
2024
Q4 		$2.85M Buy
34,530
+394
+1% +$32.7K ﹤0.01% 874
2024
Q3 		$2.65M Buy
34,136
+648
+2% +$47.9K ﹤0.01% 976
2024
Q2 		$2.36M Buy
33,488
+34
+0.1% +$2.43K ﹤0.01% 962
2024
Q1 		$2.48M Sell
33,454
-7,546
-18% -$538K ﹤0.01% 932
2023
Q4 		$2.73M Buy
41,000
+15,964
+64% +$1.07M 0.01% 875
2023
Q3 		$1.7M Buy
25,036
+20,162
+414% +$1.36M ﹤0.01% 976
2023
Q2 		$333K Buy
4,874
+82
+2% +$5.45K ﹤0.01% 1647
2023
Q1 		$318K Buy
+4,792
New +$318K ﹤0.01% 1583

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

Corient Private Wealth's RLI Position: Q2 2026 in Review

Corient Private Wealth increased its RLI Corp (RLI) stake by 187% in Q2 2026, buying an estimated $2.92M and bringing the position to 83,496 shares worth $4.93M. The position accounts for 0.01% of the portfolio, ranked #910.

Corient Private Wealth first reported a position in RLI in Q1 2023 and has held it in 14 quarters since. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Corient Private Wealth held 83,496 shares of RLI Corp worth $4.93M as of Q2 2026.
  • Corient Private Wealth bought 54,371 RLI Corp shares in Q2 2026, an estimated $2.92M.
  • RLI Corp made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #910 holding.
  • Corient Private Wealth first reported a position in RLI Corp in Q1 2023 and has held it in 14 quarters since.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.