Perigon Wealth Management
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Perigon Wealth Management’s RLI Corp RLI Stock Holding History

Perigon Wealth Management’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 		$731K Sell
13,223
-21
-0.2% -$1.3K 0.01% 717
2026
Q2 		$782K Buy
+13,244
New +$711K 0.01% 686

Other funds holding RLI

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Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Perigon Wealth Management's RLI Position: Q3 2026 in Review

Perigon Wealth Management reduced its RLI Corp (RLI) stake by 0.16% in Q3 2026, selling an estimated $1.3K and leaving 13,223 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #717.

Perigon Wealth Management first reported a position in RLI in Q2 2026 and has held it in 2 quarters since. The position peaked at $782K in Q2 2026. 84 funds tracked by Wall St. Rank hold RLI as of Q3 2026.

  • Perigon Wealth Management held 13,223 shares of RLI Corp worth $731K as of Q3 2026.
  • Perigon Wealth Management sold 21 RLI Corp shares in Q3 2026, an estimated $1.3K.
  • RLI Corp made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #717 holding.
  • Perigon Wealth Management first reported a position in RLI Corp in Q2 2026 and has held it in 2 quarters since.
  • Perigon Wealth Management's RLI Corp position peaked at $782K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held RLI Corp as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.