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Global Retirement Partners’s RLI Corp RLI Stock Holding History

Global Retirement 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
Q2 		$126K Buy
+2,135
New +$115K ﹤0.01% 1903
2025
Q4 		$87.5K Buy
1,368
+1,078
+372% +$67.7K ﹤0.01% 1991
2025
Q3 		$18.9K Sell
290
-120
-29% -$8.12K ﹤0.01% 2427
2025
Q2 		$29.6K Buy
+410
New +$30.7K ﹤0.01% 2063
2024
Q4 		$23.8K Sell
288
-2
-0.7% -$166 ﹤0.01% 2001
2024
Q3 		$22.5K Sell
290
-2
-0.7% -$148 ﹤0.01% 1934
2024
Q2 		$20.6K Buy
292
+2
+0.7% +$143 ﹤0.01% 1965
2024
Q1 		$21.5K Hold
290
– – ﹤0.01% 1777
2023
Q4 		$20.3K Hold
290
– – ﹤0.01% 1750
2023
Q3 		$19.7K Buy
290
+32
+12% +$2.16K ﹤0.01% 1650
2023
Q2 		$17.6K Sell
258
-6
-2% -$399 ﹤0.01% 1722
2023
Q1 		$18.4K Buy
264
+250
+1,786% +$16.6K ﹤0.01% 1669
2022
Q4 		$930 Hold
14
– – ﹤0.01% 2618
2022
Q3 		$1K Hold
14
– – ﹤0.01% 2565
2022
Q2 		$1K Hold
14
– – ﹤0.01% 2538
2022
Q1 		$1K Buy
+14
New +$738 ﹤0.01% 2497

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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

Global Retirement Partners's RLI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in RLI Corp (RLI) in Q2 2026: 2,135 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #1903 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in RLI as recently as Q4 2025.

Global Retirement Partners first reported a position in RLI in Q1 2022 and has held it in 16 quarters since. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Global Retirement Partners held 2,135 shares of RLI Corp worth $126K as of Q2 2026.
  • RLI Corp was a new Global Retirement Partners position in Q2 2026.
  • RLI Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1903 holding.
  • Global Retirement Partners first reported a position in RLI Corp in Q1 2022 and has held it in 16 quarters since.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.