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Elevation Wealth Partners’s RLI Corp RLI Stock Holding History

Elevation 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 		$8.86K Buy
+150
New +$8.05K ﹤0.01% 844
2026
Q1 		– Sell
-726
Closed -$46.5K – 1125
2025
Q4 		$46.5K Buy
+726
New +$45.6K 0.02% 250

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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

Elevation Wealth Partners opened a new position in RLI Corp (RLI) in Q2 2026: 150 shares worth $8.86K. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in RLI as recently as Q4 2025.

Elevation Wealth Partners first reported a position in RLI in Q4 2025 and has held it in 2 quarters since. The position peaked at $46.5K in Q4 2025. 112 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Elevation Wealth Partners held 150 shares of RLI Corp worth $8.86K as of Q2 2026.
  • RLI Corp was a new Elevation Wealth Partners position in Q2 2026.
  • RLI Corp made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #844 holding.
  • Elevation Wealth Partners first reported a position in RLI Corp in Q4 2025 and has held it in 2 quarters since.
  • Elevation Wealth Partners's RLI Corp position peaked at $46.5K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.