CX Institutional’s RLI Corp RLI Stock Holding History

CX Institutional’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 Q3	$16K	Sell	281 -9	-3%	-$555	﹤0.01%	1273
2026 Q2	$17K	Hold	290	–	–	﹤0.01%	1208
2026 Q1	$17K	Sell	290 -4,357	-94%	-$262K	﹤0.01%	1164
2025 Q4	$297K	Buy	4,647 +500	+12%	+$31.4K	0.01%	588
2025 Q3	$270K	Buy	4,147 +976	+31%	+$66K	0.01%	601
2025 Q2	$229K	Sell	3,171 -330	-9%	-$24.7K	0.01%	583
2025 Q1	$281K	Buy	+3,501	New	+$266K	0.01%	499
2021 Q4	–	Sell	-204	Closed	-$10K	–	792
2021 Q3	$10K	Hold	204	–	–	﹤0.01%	833
2021 Q2	$11K	Buy	+204	New	+$11.1K	﹤0.01%	829

Other funds holding RLI

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CX Institutional's RLI Position: Q3 2026 in Review

CX Institutional reduced its RLI Corp (RLI) stake by 3.1% in Q3 2026, selling an estimated $555 and leaving 281 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

CX Institutional first reported a position in RLI in Q2 2021 and has held it in 9 quarters since. The position peaked at $297K in Q4 2025. 84 funds tracked by Wall St. Rank hold RLI as of Q3 2026.

CX Institutional held 281 shares of RLI Corp worth $16K as of Q3 2026.
CX Institutional sold 9 RLI Corp shares in Q3 2026, an estimated $555.
RLI Corp made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1273 holding.
CX Institutional first reported a position in RLI Corp in Q2 2021 and has held it in 9 quarters since.
CX Institutional's RLI Corp position peaked at $297K in Q4 2025.
84 funds tracked by Wall St. Rank held RLI Corp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.