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Physician Wealth Advisors’s RLI Corp RLI Stock Holding History

Physician Wealth Advisors’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 		$16.5K Sell
279
-19
-6% -$1.02K ﹤0.01% 727
2026
Q1 		$17K Sell
298
-24
-7% -$1.44K ﹤0.01% 664
2025
Q4 		$20.6K Buy
322
+56
+21% +$3.52K ﹤0.01% 578
2025
Q3 		$17.3K Hold
266
– – ﹤0.01% 609
2025
Q2 		$19.2K Hold
266
– – ﹤0.01% 526
2025
Q1 		$21.4K Hold
266
– – ﹤0.01% 473
2024
Q4 		$21.9K Buy
+266
New +$22.1K ﹤0.01% 486

Other funds holding RLI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Physician Wealth Advisors's RLI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its RLI Corp (RLI) stake by 6.4% in Q2 2026, selling an estimated $1.02K and leaving 279 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Physician Wealth Advisors first reported a position in RLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.9K in Q4 2024. 142 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Physician Wealth Advisors held 279 shares of RLI Corp worth $16.5K as of Q2 2026.
  • Physician Wealth Advisors sold 19 RLI Corp shares in Q2 2026, an estimated $1.02K.
  • RLI Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #727 holding.
  • Physician Wealth Advisors first reported a position in RLI Corp in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's RLI Corp position peaked at $21.9K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.