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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
Q2 		$4.9K Buy
83
+64
+337% +$3.44K ﹤0.01% 2298
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 $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

Pinnacle Wealth Planning Services's RLI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its RLI Corp (RLI) stake by 337% in Q2 2026, buying an estimated $3.44K and bringing the position to 83 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Pinnacle Wealth Planning Services first reported a position in RLI in Q4 2020 and has held it in 4 quarters since. The position peaked at $7.81K in Q4 2025. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 83 shares of RLI Corp worth $4.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 64 RLI Corp shares in Q2 2026, an estimated $3.44K.
  • RLI Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2298 holding.
  • Pinnacle Wealth Planning Services first reported a position in RLI Corp in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's RLI Corp position peaked at $7.81K in Q4 2025.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.