NW
RLI icon

NewEdge Wealth’s RLI Corp RLI Stock Holding History

NewEdge Wealth’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 		$2.24M Buy
37,891
+119
+0.3% +$6.39K 0.02% 430
2026
Q1 		$2.15M Sell
37,772
-4,310
-10% -$259K 0.03% 404
2025
Q4 		$2.69M Buy
42,082
+11,762
+39% +$739K 0.03% 374
2025
Q3 		$1.84M Buy
30,320
+364
+1% +$24.6K 0.03% 420
2025
Q2 		$2M Buy
29,956
+5,810
+24% +$436K 0.03% 376
2025
Q1 		$1.94M Sell
24,146
-1,084
-4% -$82.5K 0.04% 355
2024
Q4 		$2.08M Sell
25,230
-4,212
-14% -$350K 0.04% 345
2024
Q3 		$2.28M Buy
29,442
+4,204
+17% +$311K 0.04% 322
2024
Q2 		$1.78M Sell
25,238
-158
-0.6% -$11.3K 0.04% 345
2024
Q1 		$1.82M Buy
25,396
+48
+0.2% +$3.42K 0.04% 340
2023
Q4 		$1.69M Sell
25,348
-1,220
-5% -$81.9K 0.04% 321
2023
Q3 		$1.81M Sell
26,568
-282
-1% -$19K 0.06% 276
2023
Q2 		$1.83M Sell
26,850
-396
-1% -$26.3K 0.06% 265
2023
Q1 		$1.81M Sell
27,246
-3,766
-12% -$250K 0.07% 238
2022
Q4 		$2.04M Buy
31,012
+1,118
+4% +$69.5K 0.09% 209
2022
Q3 		$1.53M Buy
29,894
+1,566
+6% +$87.6K 0.07% 225
2022
Q2 		$1.65M Buy
28,328
+8,384
+42% +$481K 0.08% 212
2022
Q1 		$1.1M Sell
19,944
-10,180
-34% -$537K 0.05% 216
2021
Q4 		$1.69M Buy
30,124
+476
+2% +$25.8K 0.07% 183
2021
Q3 		$1.49M Buy
29,648
+318
+1% +$16.9K 0.09% 152
2021
Q2 		$1.53M Buy
29,330
+3,040
+12% +$165K 0.12% 142
2021
Q1 		$1.47M Buy
26,290
+15,350
+140% +$815K 0.15% 126
2020
Q4 		$570K Buy
+10,940
New +$524K 0.18% 110

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

NewEdge Wealth's RLI Position: Q2 2026 in Review

NewEdge Wealth increased its RLI Corp (RLI) stake by 0.32% in Q2 2026, buying an estimated $6.39K and bringing the position to 37,891 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #430.

NewEdge Wealth first reported a position in RLI in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.69M in Q4 2025. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • NewEdge Wealth held 37,891 shares of RLI Corp worth $2.24M as of Q2 2026.
  • NewEdge Wealth bought 119 RLI Corp shares in Q2 2026, an estimated $6.39K.
  • RLI Corp made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #430 holding.
  • NewEdge Wealth first reported a position in RLI Corp in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's RLI Corp position peaked at $2.69M in Q4 2025.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.