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Principia Wealth Advisory’s RLI Corp RLI Stock Holding History

Principia Wealth Advisory’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 		$2.01K Buy
34
+30
+750% +$1.61K ﹤0.01% 587
2026
Q1 		$228 Sell
4
-30
-88% -$1.8K ﹤0.01% 948
2025
Q4 		$2.17K Buy
34
+25
+278% +$1.57K ﹤0.01% 440
2025
Q3 		$587 Buy
+9
New +$609 ﹤0.01% 764

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

Principia Wealth Advisory's RLI Position: Q2 2026 in Review

Principia Wealth Advisory increased its RLI Corp (RLI) stake by 750% in Q2 2026, buying an estimated $1.61K and bringing the position to 34 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Principia Wealth Advisory first reported a position in RLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.17K in Q4 2025. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Principia Wealth Advisory held 34 shares of RLI Corp worth $2.01K as of Q2 2026.
  • Principia Wealth Advisory bought 30 RLI Corp shares in Q2 2026, an estimated $1.61K.
  • RLI Corp made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #587 holding.
  • Principia Wealth Advisory first reported a position in RLI Corp in Q3 2025 and has held it in 4 quarters since.
  • Principia Wealth Advisory's RLI Corp position peaked at $2.17K in Q4 2025.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.