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EverSource Wealth Advisors’s RLI Corp RLI Stock Holding History

EverSource Wealth Advisors’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 		$56.8K Buy
961
+314
+49% +$16.9K ﹤0.01% 1699
2026
Q1 		$36.9K Buy
647
+162
+33% +$9.73K ﹤0.01% 2111
2025
Q4 		$31K Sell
485
-111
-19% -$6.97K ﹤0.01% 2083
2025
Q3 		$38.9K Sell
596
-963
-62% -$65.1K ﹤0.01% 1892
2025
Q2 		$113K Buy
1,559
+493
+46% +$37K 0.01% 1141
2025
Q1 		$85.6K Buy
1,066
+72
+7% +$5.48K ﹤0.01% 972
2024
Q4 		$81.9K Buy
994
+318
+47% +$26.4K ﹤0.01% 972
2024
Q3 		$52.3K Buy
676
+184
+37% +$13.6K ﹤0.01% 1052
2024
Q2 		$37.1K Buy
492
+154
+46% +$11K ﹤0.01% 1238
2024
Q1 		$23.9K Buy
+338
New +$24.1K ﹤0.01% 1276
2022
Q3 		– Sell
-92
Closed -$5K – 2103
2022
Q2 		$5K Hold
92
– – ﹤0.01% 1287
2022
Q1 		$5K Buy
+92
New +$4.85K ﹤0.01% 1286

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EverSource Wealth Advisors's RLI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its RLI Corp (RLI) stake by 49% in Q2 2026, buying an estimated $16.9K and bringing the position to 961 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

EverSource Wealth Advisors first reported a position in RLI in Q1 2022 and has held it in 12 quarters since. The position peaked at $113K in Q2 2025. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • EverSource Wealth Advisors held 961 shares of RLI Corp worth $56.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 314 RLI Corp shares in Q2 2026, an estimated $16.9K.
  • RLI Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1699 holding.
  • EverSource Wealth Advisors first reported a position in RLI Corp in Q1 2022 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's RLI Corp position peaked at $113K in Q2 2025.
  • 423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.