LI
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LRI Investments’s RLI Corp RLI Stock Holding History

LRI Investments’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 		$13.6K Buy
231
+141
+157% +$7.57K ﹤0.01% 874
2026
Q1 		$5.13K Buy
90
+12
+15% +$721 ﹤0.01% 1090
2025
Q4 		$4.99K Hold
78
– – ﹤0.01% 1044
2025
Q3 		$5.09K Hold
78
– – ﹤0.01% 1049
2025
Q2 		$5.63K Buy
78
+48
+160% +$3.6K ﹤0.01% 990
2025
Q1 		$2.41K Hold
30
– – ﹤0.01% 1087
2024
Q4 		$2.47K Hold
30
– – ﹤0.01% 1059
2024
Q3 		$2.63K Hold
30
– – ﹤0.01% 1040
2024
Q2 		$2.11K Hold
30
– – ﹤0.01% 1050
2024
Q1 		$2.23K Buy
+30
New +$2.14K ﹤0.01% 733

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

LRI Investments's RLI Position: Q2 2026 in Review

LRI Investments increased its RLI Corp (RLI) stake by 157% in Q2 2026, buying an estimated $7.57K and bringing the position to 231 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

LRI Investments first reported a position in RLI in Q1 2024 and has held it in 10 quarters since. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • LRI Investments held 231 shares of RLI Corp worth $13.6K as of Q2 2026.
  • LRI Investments bought 141 RLI Corp shares in Q2 2026, an estimated $7.57K.
  • RLI Corp made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #874 holding.
  • LRI Investments first reported a position in RLI Corp in Q1 2024 and has held it in 10 quarters since.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.