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 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 $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

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CX Institutional's RLI Position: Q2 2026 in Review

CX Institutional held its RLI Corp (RLI) position steady in Q2 2026 at 290 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

CX Institutional first reported a position in RLI in Q2 2021 and has held it in 8 quarters since. The position peaked at $297K in Q4 2025. 58 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

CX Institutional held 290 shares of RLI Corp worth $17K as of Q2 2026.
CX Institutional left its RLI Corp share count unchanged in Q2 2026.
RLI Corp made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1208 holding.
CX Institutional first reported a position in RLI Corp in Q2 2021 and has held it in 8 quarters since.
CX Institutional's RLI Corp position peaked at $297K in Q4 2025.
58 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.