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BFC Planning, Inc.’s RLI Corp RLI Stock Holding History

BFC Planning, Inc.’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 		$7.56K Hold
128
– – ﹤0.01% 2504
2026
Q1 		$7.3K Hold
128
– – ﹤0.01% 2159
2025
Q4 		$8.19K Sell
128
-300
-70% -$18.8K ﹤0.01% 2148
2025
Q3 		$27.9K Hold
428
– – ﹤0.01% 1417
2025
Q2 		$30.9K Sell
428
-300
-41% -$22.5K ﹤0.01% 1324
2025
Q1 		$58.5K Hold
728
– – 0.01% 1046
2024
Q4 		$60K Buy
+728
New +$60.4K 0.01% 1034

Other funds holding RLI

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFC Planning, Inc.'s RLI Position: Q2 2026 in Review

BFC Planning, Inc. held its RLI Corp (RLI) position steady in Q2 2026 at 128 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

BFC Planning, Inc. first reported a position in RLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $60K in Q4 2024. 427 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • BFC Planning, Inc. held 128 shares of RLI Corp worth $7.56K as of Q2 2026.
  • BFC Planning, Inc. left its RLI Corp share count unchanged in Q2 2026.
  • RLI Corp made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2504 holding.
  • BFC Planning, Inc. first reported a position in RLI Corp in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s RLI Corp position peaked at $60K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.