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Everhart Financial Group’s RLI Corp RLI Stock Holding History

Everhart Financial Group’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 		$287K Buy
+5,187
New +$320K 0.02% 392
2025
Q3 		– Sell
-3,515
Closed -$254K – 399
2025
Q2 		$254K Buy
3,515
+58
+2% +$4.35K 0.03% 300
2025
Q1 		$278K Buy
3,457
+191
+6% +$14.5K 0.04% 284
2024
Q4 		$269K Buy
3,266
+296
+10% +$24.6K 0.06% 266
2024
Q3 		$230K Buy
+2,970
New +$220K 0.05% 296

Other funds holding RLI

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Everhart Financial Group's RLI Position: Q3 2026 in Review

Everhart Financial Group opened a new position in RLI Corp (RLI) in Q3 2026: 5,187 shares worth $287K. The stake represents 0.02% of the portfolio and ranks #392 among its holdings. This is a return to the name: Everhart Financial Group previously reported a position in RLI as recently as Q2 2025.

Everhart Financial Group first reported a position in RLI in Q3 2024 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold RLI as of Q3 2026.

  • Everhart Financial Group held 5,187 shares of RLI Corp worth $287K as of Q3 2026.
  • RLI Corp was a new Everhart Financial Group position in Q3 2026.
  • RLI Corp made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #392 holding.
  • Everhart Financial Group first reported a position in RLI Corp in Q3 2024 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held RLI Corp as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.