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MassMutual Private Wealth & Trust’s RLI Corp RLI Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$13K Sell
235
-37
-14% -$2.28K ﹤0.01% 1225
2026
Q2 		$16.1K Sell
272
-68
-20% -$3.65K ﹤0.01% 1194
2026
Q1 		$19.4K Sell
340
-278
-45% -$16.7K ﹤0.01% 1098
2025
Q4 		$39.5K Buy
618
+259
+72% +$16.3K ﹤0.01% 866
2025
Q3 		$23.4K Buy
359
+195
+119% +$13.2K ﹤0.01% 1052
2025
Q2 		$11.8K Sell
164
-12
-7% -$900 ﹤0.01% 1293
2025
Q1 		$14.1K Sell
176
-4
-2% -$304 ﹤0.01% 1164
2024
Q4 		$14.8K Buy
180
+6
+3% +$498 ﹤0.01% 1117
2024
Q3 		$13.5K Buy
174
+2
+1% +$148 ﹤0.01% 1039
2024
Q2 		$12.1K Buy
172
+10
+6% +$716 ﹤0.01% 1023
2024
Q1 		$12K Sell
162
-2
-1% -$143 ﹤0.01% 977
2023
Q4 		$10.9K Buy
164
+2
+1% +$134 ﹤0.01% 983
2023
Q3 		$11K Sell
162
-26
-14% -$1.75K ﹤0.01% 967
2023
Q2 		$12.8K Buy
188
+16
+9% +$1.06K ﹤0.01% 890
2023
Q1 		$11.4K Buy
172
+108
+169% +$7.17K ﹤0.01% 898
2022
Q4 		$4K Buy
64
+50
+357% +$3.11K ﹤0.01% 1094
2022
Q3 		$1K Sell
14
-22
-61% -$1.23K ﹤0.01% 1501
2022
Q2 		$2K Buy
36
+22
+157% +$1.26K ﹤0.01% 1191
2022
Q1 		$1K Buy
+14
New +$738 ﹤0.01% 1404
2019
Q2 		– Sell
-334
Closed -$12K – 816
2019
Q1 		$12K Hold
334
– – ﹤0.01% 570
2018
Q4 		$11.5K Buy
+334
New +$12.1K ﹤0.01% 549
2016
Q2 		– Sell
-624
Closed -$20.3K – 904
2016
Q1 		$20.9K Buy
+624
New +$19.6K ﹤0.01% 449

Other funds holding RLI

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

MassMutual Private Wealth & Trust's RLI Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its RLI Corp (RLI) stake by 14% in Q3 2026, selling an estimated $2.28K and leaving 235 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

MassMutual Private Wealth & Trust first reported a position in RLI in Q1 2016 and has held it in 22 quarters since. The position peaked at $39.5K in Q4 2025. 20 funds tracked by Wall St. Rank hold RLI as of Q3 2026.

  • MassMutual Private Wealth & Trust held 235 shares of RLI Corp worth $13K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 37 RLI Corp shares in Q3 2026, an estimated $2.28K.
  • RLI Corp made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1225 holding.
  • MassMutual Private Wealth & Trust first reported a position in RLI Corp in Q1 2016 and has held it in 22 quarters since.
  • MassMutual Private Wealth & Trust's RLI Corp position peaked at $39.5K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held RLI Corp as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.