JWA
RLI icon

JFS Wealth Advisors’s RLI Corp RLI Stock Holding History

JFS Wealth Advisors’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 		$1.65K Sell
28
-10
-26% -$537 ﹤0.01% 1663
2026
Q1 		$2.17K Sell
38
-46
-55% -$2.76K ﹤0.01% 1478
2025
Q4 		$5.38K Buy
84
+18
+27% +$1.13K ﹤0.01% 1213
2025
Q3 		$4.3K Hold
66
– – ﹤0.01% 1182
2025
Q2 		$4.77K Hold
66
– – ﹤0.01% 1105
2025
Q1 		$5.3K Hold
66
– – ﹤0.01% 1101
2024
Q4 		$5.44K Hold
66
– – ﹤0.01% 1100
2024
Q3 		$5.12K Buy
66
+2
+3% +$148 ﹤0.01% 1112
2024
Q2 		$4.5K Hold
64
– – ﹤0.01% 1109
2024
Q1 		$4.75K Sell
64
-2
-3% -$143 ﹤0.01% 1120
2023
Q4 		$4.39K Buy
66
+2
+3% +$134 ﹤0.01% 1117
2023
Q3 		$4.35K Hold
64
– – ﹤0.01% 1049
2023
Q2 		$4.37K Sell
64
-2
-3% -$133 ﹤0.01% 1061
2023
Q1 		$4.39K Hold
66
– – ﹤0.01% 1046
2022
Q4 		$4.33K Sell
66
-2
-3% -$124 ﹤0.01% 1053
2022
Q3 		$3K Sell
68
-12
-15% -$671 ﹤0.01% 1229
2022
Q2 		$5K Buy
80
+36
+82% +$2.06K ﹤0.01% 1007
2022
Q1 		$2K Buy
44
+28
+175% +$1.48K ﹤0.01% 1477
2021
Q4 		$1K Buy
+16
New +$866 ﹤0.01% 1532
2018
Q2 		– Sell
-70
Closed -$2K – 532
2018
Q1 		$2K Hold
70
– – ﹤0.01% 486
2017
Q4 		$2K Buy
+70
New +$2.06K ﹤0.01% 493

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

JFS Wealth Advisors's RLI Position: Q2 2026 in Review

JFS Wealth Advisors reduced its RLI Corp (RLI) stake by 26% in Q2 2026, selling an estimated $537 and leaving 28 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

JFS Wealth Advisors first reported a position in RLI in Q4 2017 and has held it in 21 quarters since. The position peaked at $5.44K in Q4 2024. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • JFS Wealth Advisors held 28 shares of RLI Corp worth $1.65K as of Q2 2026.
  • JFS Wealth Advisors sold 10 RLI Corp shares in Q2 2026, an estimated $537.
  • RLI Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1663 holding.
  • JFS Wealth Advisors first reported a position in RLI Corp in Q4 2017 and has held it in 21 quarters since.
  • JFS Wealth Advisors's RLI Corp position peaked at $5.44K in Q4 2024.
  • 423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.