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Institute for Wealth Management’s RLI Corp RLI Stock Holding History

Institute for 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 		$61.6K Buy
+1,042
New +$55.9K 0.01% 814

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Institute for Wealth Management's RLI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in RLI Corp (RLI) in Q2 2026: 1,042 shares worth $61.6K. The stake represents 0.01% of the portfolio and ranks #814 among its holdings.

204 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Institute for Wealth Management held 1,042 shares of RLI Corp worth $61.6K as of Q2 2026.
  • RLI Corp was a new Institute for Wealth Management position in Q2 2026.
  • RLI Corp made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #814 holding.
  • 204 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.