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Larson Financial Group’s RLI Corp RLI Stock Holding History

Larson Financial Group’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 		$647K Buy
10,957
+10,895
+17,573% +$585K 0.02% 484
2026
Q1 		$3.54K Buy
62
+50
+417% +$3K ﹤0.01% 2762
2025
Q4 		$768 Buy
+12
New +$754 ﹤0.01% 3024
2025
Q3 		– Sell
-4
Closed -$289 – 3610
2025
Q2 		$289 Buy
+4
New +$300 ﹤0.01% 2988
2025
Q1 		– Sell
-114
Closed -$9.39K – 3186
2024
Q4 		$9.39K Buy
114
+10
+10% +$830 ﹤0.01% 1510
2024
Q3 		$8.06K Hold
104
– – ﹤0.01% 1561
2024
Q2 		$7.32K Hold
104
– – ﹤0.01% 1349
2024
Q1 		$7.72K Sell
104
-44
-30% -$3.13K ﹤0.01% 1109
2023
Q4 		$9.85K Hold
148
– – ﹤0.01% 1021
2023
Q3 		$10.1K Hold
148
– – ﹤0.01% 996
2023
Q2 		$10.1K Hold
148
– – ﹤0.01% 929
2023
Q1 		$9.84K Hold
148
– – ﹤0.01% 927
2022
Q4 		$9.71K Hold
148
– – ﹤0.01% 865
2022
Q3 		$8K Buy
+148
New +$8.27K ﹤0.01% 853

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

Larson Financial Group's RLI Position: Q2 2026 in Review

Larson Financial Group increased its RLI Corp (RLI) stake by 17,573% in Q2 2026, buying an estimated $585K and bringing the position to 10,957 shares worth $647K. The position accounts for 0.02% of the portfolio, ranked #484.

Larson Financial Group first reported a position in RLI in Q3 2022 and has held it in 14 quarters since. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Larson Financial Group held 10,957 shares of RLI Corp worth $647K as of Q2 2026.
  • Larson Financial Group bought 10,895 RLI Corp shares in Q2 2026, an estimated $585K.
  • RLI Corp made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #484 holding.
  • Larson Financial Group first reported a position in RLI Corp in Q3 2022 and has held it in 14 quarters since.
  • 423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.