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Independent Advisor Alliance’s RLI Corp RLI Stock Holding History

Independent Advisor Alliance’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 		$387K Buy
+6,552
New +$352K 0.01% 752
2025
Q4 		– Sell
-5,720
Closed -$373K – 1050
2025
Q3 		$373K Sell
5,720
-31,066
-84% -$2.1M 0.01% 708
2025
Q2 		$2.66M Buy
36,786
+1,144
+3% +$85.8K 0.08% 221
2025
Q1 		$2.86M Sell
35,642
-100
-0.3% -$7.61K 0.09% 199
2024
Q4 		$2.95M Buy
35,742
+1,784
+5% +$148K 0.04% 411
2024
Q3 		$2.63M Buy
33,958
+214
+0.6% +$15.8K 0.1% 179
2024
Q2 		$2.37M Buy
33,744
+1,402
+4% +$100K 0.08% 201
2024
Q1 		$2.4M Buy
32,342
+558
+2% +$39.8K 0.09% 192
2023
Q4 		$2.12M Buy
31,784
+1,256
+4% +$84.4K 0.08% 201
2023
Q3 		$2.07M Buy
30,528
+1,704
+6% +$115K 0.09% 192
2023
Q2 		$1.97M Sell
28,824
-1,628
-5% -$108K 0.09% 193
2023
Q1 		$2.02M Buy
30,452
+1,264
+4% +$83.9K 0.1% 190
2022
Q4 		$1.92K Buy
29,188
+7,210
+33% +$448K ﹤0.01% 256
2022
Q3 		$1.13M Buy
21,978
+1,268
+6% +$70.9K 0.07% 245
2022
Q2 		$1.21M Buy
+20,710
New +$1.19M 0.07% 234

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 $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

Independent Advisor Alliance's RLI Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in RLI Corp (RLI) in Q2 2026: 6,552 shares worth $387K. The stake represents 0.01% of the portfolio and ranks #752 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in RLI as recently as Q3 2025.

Independent Advisor Alliance first reported a position in RLI in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.95M in Q4 2024. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Independent Advisor Alliance held 6,552 shares of RLI Corp worth $387K as of Q2 2026.
  • RLI Corp was a new Independent Advisor Alliance position in Q2 2026.
  • RLI Corp made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #752 holding.
  • Independent Advisor Alliance first reported a position in RLI Corp in Q2 2022 and has held it in 15 quarters since.
  • Independent Advisor Alliance's RLI Corp position peaked at $2.95M in Q4 2024.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.