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Pinnacle Wealth Planning Services’s RLI Corp RLI Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.08K Sell
19
-103
-84% -$6.18K ﹤0.01% 2541
2025
Q4 		$7.81K Buy
+122
New +$7.66K ﹤0.01% 2110
2021
Q1 		– Sell
-132
Closed -$7K – 1606
2020
Q4 		$7K Buy
+132
New +$6.32K ﹤0.01% 1543

Other funds holding RLI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's RLI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its RLI Corp (RLI) stake by 84% in Q1 2026, selling an estimated $6.18K and leaving 19 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2541.

Pinnacle Wealth Planning Services first reported a position in RLI in Q4 2020 and has held it in 3 quarters since. The position peaked at $7.81K in Q4 2025. 419 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 19 shares of RLI Corp worth $1.08K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 103 RLI Corp shares in Q1 2026, an estimated $6.18K.
  • RLI Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2541 holding.
  • Pinnacle Wealth Planning Services first reported a position in RLI Corp in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's RLI Corp position peaked at $7.81K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.