Impact Partnership Wealth’s RLI Corp RLI Stock Holding History

Impact Partnership Wealth’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	$634K	Sell	10,740 -47	-0.4%	-$2.52K	0.06%	214
2026 Q1	$615K	Buy	10,787 +684	+7%	+$41.1K	0.08%	170
2025 Q4	$646K	Buy	+10,103	New	+$635K	0.08%	159
2025 Q3	–	Sell	-5,805	Closed	-$419K	–	367
2025 Q2	$419K	Buy	5,805 +2,970	+105%	+$223K	0.08%	166
2025 Q1	$228K	Buy	2,835 +275	+11%	+$20.9K	0.05%	212
2024 Q4	$211K	Buy	+2,560	New	+$213K	0.04%	269
2024 Q1	–	Sell	-14	Closed	-$932	–	839
2023 Q4	$932	Sell	14 -1,854	-99%	-$125K	﹤0.01%	760
2023 Q3	$127K	Buy	+1,868	New	+$126K	0.04%	273

Other funds holding RLI

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impact Partnership Wealth's RLI Position: Q2 2026 in Review

Impact Partnership Wealth reduced its RLI Corp (RLI) stake by 0.44% in Q2 2026, selling an estimated $2.52K and leaving 10,740 shares worth $634K. The position accounts for 0.06% of the portfolio, ranked #214.

Impact Partnership Wealth first reported a position in RLI in Q3 2023 and has held it in 8 quarters since. The position peaked at $646K in Q4 2025. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

Impact Partnership Wealth held 10,740 shares of RLI Corp worth $634K as of Q2 2026.
Impact Partnership Wealth sold 47 RLI Corp shares in Q2 2026, an estimated $2.52K.
RLI Corp made up 0.06% of Impact Partnership Wealth's portfolio in Q2 2026, its #214 holding.
Impact Partnership Wealth first reported a position in RLI Corp in Q3 2023 and has held it in 8 quarters since.
Impact Partnership Wealth's RLI Corp position peaked at $646K in Q4 2025.
424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.