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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
2024
Q2 		– Sell
-4,588
Closed -$341K – 237
2024
Q1 		$341K Buy
+4,588
New +$327K 0.05% 108

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

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

Curated Wealth Partners reduced its RLI Corp (RLI) stake by 11% in Q2 2026, selling an estimated $68.2K and leaving 10,441 shares worth $617K. The position accounts for 0.07% of the portfolio, ranked #91.

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. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Curated Wealth Partners held 10,441 shares of RLI Corp worth $617K as of Q2 2026.
  • Curated Wealth Partners sold 1,270 RLI Corp shares in Q2 2026, an estimated $68.2K.
  • RLI Corp made up 0.07% of Curated Wealth Partners's portfolio in Q2 2026, its #91 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.
  • 424 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.