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Curated Wealth Partners’s RLI Corp RLI Stock Holding History

Curated 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 		$472K Buy
24,425
+12,714
+109% +$682K 0.06% 287
2026
Q1 		$668K Buy
11,711
+1,280
+12% +$76.9K 0.08% 96
2025
Q4 		$667K Buy
10,431
+4,316
+71% +$271K 0.07% 96
2025
Q3 		$399K Buy
6,115
+68
+1% +$4.6K 0.05% 110
2025
Q2 		$437K Buy
6,047
+2,341
+63% +$176K 0.05% 103
2025
Q1 		$298K Hold
3,706
– – 0.04% 125
2024
Q4 		$305K Hold
3,706
– – 0.03% 116
2024
Q3 		$287K Hold
3,706
– – 0.04% 109
2024
Q2 		$261K Buy
+3,706
New +$265K 0.04% 116
2024
Q1 		– Sell
-4,946
Closed -$352K – 241
2023
Q4 		$329K Sell
4,946
-14
-0.3% -$940 0.05% 108
2023
Q3 		$337K Sell
4,960
-34
-0.7% -$2.29K 0.06% 99
2023
Q2 		$341K Hold
4,994
– – 0.07% 95
2023
Q1 		$332K Buy
4,994
+34
+0.7% +$2.26K 0.07% 90
2022
Q4 		$326K Sell
4,960
-92
-2% -$5.72K 0.08% 87
2022
Q3 		$258K Sell
5,052
-156
-3% -$8.72K 0.08% 103
2022
Q2 		$304K Sell
5,208
-452
-8% -$25.9K 0.09% 98
2022
Q1 		$317K Hold
5,660
– – 0.11% 105
2021
Q4 		$317K Hold
5,660
– – 0.1% 108
2021
Q3 		$284K Hold
5,660
– – 0.16% 115
2021
Q2 		$296K Hold
5,660
– – 0.16% 110
2021
Q1 		$316K Buy
5,660
+392
+7% +$20.8K 0.19% 102
2020
Q4 		$274K Buy
+5,268
New +$252K 0.18% 115

Other funds holding RLI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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

Curated Wealth Partners increased its RLI Corp (RLI) stake by 109% in Q2 2026, buying an estimated $682K and bringing the position to 24,425 shares worth $472K. The position accounts for 0.06% of the portfolio, ranked #287.

Curated Wealth Partners first reported a position in RLI in Q4 2020 and has held it in 22 quarters since. The position peaked at $668K in Q1 2026. 92 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Curated Wealth Partners held 24,425 shares of RLI Corp worth $472K as of Q2 2026.
  • Curated Wealth Partners bought 12,714 RLI Corp shares in Q2 2026, an estimated $682K.
  • RLI Corp made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #287 holding.
  • Curated Wealth Partners first reported a position in RLI Corp in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's RLI Corp position peaked at $668K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

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