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MPWM Advisory Solutions’s RLI Corp RLI Stock Holding History

MPWM Advisory Solutions’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 		$2.01K Hold
34
– – ﹤0.01% 489
2026
Q1 		$1.94K Hold
34
– – ﹤0.01% 494
2025
Q4 		$2.17K Hold
34
– – ﹤0.01% 455
2025
Q3 		$2.22K Hold
34
– – ﹤0.01% 417
2025
Q2 		$2.46K Hold
34
– – ﹤0.01% 420
2025
Q1 		$2.73K Hold
34
– – ﹤0.01% 428
2024
Q4 		$2.8K Buy
+34
New +$2.82K ﹤0.01% 432

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

MPWM Advisory Solutions's RLI Position: Q2 2026 in Review

MPWM Advisory Solutions held its RLI Corp (RLI) position steady in Q2 2026 at 34 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

MPWM Advisory Solutions first reported a position in RLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.8K in Q4 2024. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • MPWM Advisory Solutions held 34 shares of RLI Corp worth $2.01K as of Q2 2026.
  • MPWM Advisory Solutions left its RLI Corp share count unchanged in Q2 2026.
  • RLI Corp made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #489 holding.
  • MPWM Advisory Solutions first reported a position in RLI Corp in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's RLI Corp position peaked at $2.8K in Q4 2024.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.