Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s RLI Corp RLI Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-3,583
Closed -$229K – 1468
2025
Q4 		$229K Buy
+3,583
New +$225K ﹤0.01% 1416
2025
Q3 		– Sell
-3,341
Closed -$241K – 1556
2025
Q2 		$241K Buy
3,341
+195
+6% +$14.6K ﹤0.01% 1432
2025
Q1 		$253K Sell
3,146
-576
-15% -$43.8K ﹤0.01% 1376
2024
Q4 		$307K Buy
3,722
+162
+5% +$13.4K ﹤0.01% 1496
2024
Q3 		$276K Buy
+3,560
New +$263K ﹤0.01% 1491

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Portfolio Solutions's RLI Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of RLI Corp (RLI) in Q1 2026, closing a stake of 3,583 shares — an estimated $229K sold.

Envestnet Portfolio Solutions first reported a position in RLI in Q3 2024 and held it in 5 quarters. The position peaked at $307K in Q4 2024. 422 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining RLI Corp position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,583 RLI Corp shares in Q1 2026, an estimated $229K.
  • Envestnet Portfolio Solutions first reported a position in RLI Corp in Q3 2024 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's RLI Corp position peaked at $307K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.