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Cornerstone Financial Management’s RLI Corp RLI Stock Holding History

Cornerstone Financial Management’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 		$2.13K Buy
36
+12
+50% +$644 ﹤0.01% 826
2026
Q1 		$1.37K Sell
24
-49
-67% -$2.94K ﹤0.01% 860
2025
Q4 		$4.67K Buy
+73
New +$4.58K ﹤0.01% 443

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

Cornerstone Financial Management's RLI Position: Q2 2026 in Review

Cornerstone Financial Management increased its RLI Corp (RLI) stake by 50% in Q2 2026, buying an estimated $644 and bringing the position to 36 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Cornerstone Financial Management first reported a position in RLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.67K in Q4 2025. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Cornerstone Financial Management held 36 shares of RLI Corp worth $2.13K as of Q2 2026.
  • Cornerstone Financial Management bought 12 RLI Corp shares in Q2 2026, an estimated $644.
  • RLI Corp made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #826 holding.
  • Cornerstone Financial Management first reported a position in RLI Corp in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's RLI Corp position peaked at $4.67K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.