Lido Advisors
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Lido Advisors’s RLI Corp RLI Stock Holding History

Lido 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 		$703K Buy
11,897
+1,775
+18% +$95.3K ﹤0.01% 1282
2026
Q1 		$577K Sell
10,122
-306
-3% -$18.4K ﹤0.01% 1226
2025
Q4 		$680K Sell
10,428
-11
-0.1% -$691 ﹤0.01% 1166
2025
Q3 		$681K Buy
10,439
+10
+0.1% +$676 ﹤0.01% 1103
2025
Q2 		$753K Buy
+10,429
New +$782K ﹤0.01% 958
2024
Q1 		– Sell
-10,216
Closed -$680K – 1456
2023
Q4 		$680K Sell
10,216
-14,898
-59% -$1M ﹤0.01% 749
2023
Q3 		$1.71M Buy
+25,114
New +$1.69M 0.01% 414

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

Lido Advisors's RLI Position: Q2 2026 in Review

Lido Advisors increased its RLI Corp (RLI) stake by 18% in Q2 2026, buying an estimated $95.3K and bringing the position to 11,897 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Lido Advisors first reported a position in RLI in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.71M in Q3 2023. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Lido Advisors held 11,897 shares of RLI Corp worth $703K as of Q2 2026.
  • Lido Advisors bought 1,775 RLI Corp shares in Q2 2026, an estimated $95.3K.
  • RLI Corp made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1282 holding.
  • Lido Advisors first reported a position in RLI Corp in Q3 2023 and has held it in 7 quarters since.
  • Lido Advisors's RLI Corp position peaked at $1.71M in Q3 2023.
  • 423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.