Petros Family Wealth’s RLI Corp RLI Stock Holding History

Petros Family 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 Q1	–	Sell	-3,133	Closed	-$200K	–	151
2025 Q4	$200K	Buy	+3,133	New	+$197K	0.13%	138

Other funds holding RLI

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Petros Family Wealth's RLI Position: Q1 2026 in Review

Petros Family Wealth sold out of RLI Corp (RLI) in Q1 2026, closing a stake of 3,133 shares — an estimated $200K sold.

Petros Family Wealth first reported a position in RLI in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 420 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

Petros Family Wealth reported no remaining RLI Corp position as of Q1 2026 after selling out during the quarter.
Petros Family Wealth sold 3,133 RLI Corp shares in Q1 2026, an estimated $200K.
Petros Family Wealth first reported a position in RLI Corp in Q4 2025 and held it in 1 quarter.
Petros Family Wealth's RLI Corp position peaked at $200K in Q4 2025.
420 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Petros Family Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.