CPG
RLI icon

Cornerstone Planning Group’s RLI Corp RLI Stock Holding History

Cornerstone Planning 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 		$2.25K Buy
38
+16
+73% +$859 ﹤0.01% 1293
2026
Q1 		$1.05K Sell
22
-2
-8% -$120 ﹤0.01% 1448
2025
Q4 		$1.37K Sell
24
-217
-90% -$13.6K ﹤0.01% 1279
2025
Q3 		$33.3K Buy
241
+233
+2,913% +$15.8K 0.01% 435
2025
Q2 		$537 Buy
8
+5
+167% +$375 ﹤0.01% 1282
2025
Q1 		$234 Buy
+3
New +$228 ﹤0.01% 1450

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Cornerstone Planning Group's RLI Position: Q2 2026 in Review

Cornerstone Planning Group increased its RLI Corp (RLI) stake by 73% in Q2 2026, buying an estimated $859 and bringing the position to 38 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Cornerstone Planning Group first reported a position in RLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $33.3K in Q3 2025. 210 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Cornerstone Planning Group held 38 shares of RLI Corp worth $2.25K as of Q2 2026.
  • Cornerstone Planning Group bought 16 RLI Corp shares in Q2 2026, an estimated $859.
  • RLI Corp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1293 holding.
  • Cornerstone Planning Group first reported a position in RLI Corp in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's RLI Corp position peaked at $33.3K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.