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Golden State Wealth Management’s RLI Corp RLI Stock Holding History

Golden State Wealth Management’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 		$23.7K Buy
400
+15
+4% +$805 ﹤0.01% 921
2026
Q1 		$22K Buy
385
+1
+0.3% +$60 ﹤0.01% 894
2025
Q4 		$24.6K Buy
384
+12
+3% +$754 ﹤0.01% 878
2025
Q3 		$24.3K Hold
372
– – ﹤0.01% 871
2025
Q2 		$26.9K Hold
372
– – ﹤0.01% 805
2025
Q1 		$29.9K Hold
372
– – ﹤0.01% 707
2024
Q4 		$30.7K Buy
+372
New +$30.9K ﹤0.01% 672

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

Golden State Wealth Management's RLI Position: Q2 2026 in Review

Golden State Wealth Management increased its RLI Corp (RLI) stake by 3.9% in Q2 2026, buying an estimated $805 and bringing the position to 400 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Golden State Wealth Management first reported a position in RLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.7K in Q4 2024. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Golden State Wealth Management held 400 shares of RLI Corp worth $23.7K as of Q2 2026.
  • Golden State Wealth Management bought 15 RLI Corp shares in Q2 2026, an estimated $805.
  • RLI Corp made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #921 holding.
  • Golden State Wealth Management first reported a position in RLI Corp in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's RLI Corp position peaked at $30.7K in Q4 2024.
  • 423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.