Elevation Wealth Partners
RLI icon

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
Q3 		$8.3K Hold
150
– – ﹤0.01% 960
2026
Q2 		$8.86K Buy
+150
New +$8.05K ﹤0.01% 844
2026
Q1 		– Sell
-726
Closed -$46.4K – 1125
2025
Q4 		$46.4K Buy
+726
New +$45.6K 0.02% 250

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ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Elevation Wealth Partners's RLI Position: Q3 2026 in Review

Elevation Wealth Partners held its RLI Corp (RLI) position steady in Q3 2026 at 150 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Elevation Wealth Partners first reported a position in RLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.4K in Q4 2025. 141 funds tracked by Wall St. Rank hold RLI as of Q3 2026.

  • Elevation Wealth Partners held 150 shares of RLI Corp worth $8.3K as of Q3 2026.
  • Elevation Wealth Partners left its RLI Corp share count unchanged in Q3 2026.
  • RLI Corp made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #960 holding.
  • Elevation Wealth Partners first reported a position in RLI Corp in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's RLI Corp position peaked at $46.4K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held RLI Corp as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.