Private Advisor Group
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Private Advisor Group’s RLI Corp RLI Stock Holding History

Private Advisor Group’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
Q3 		$303K Buy
+5,470
New +$337K ﹤0.01% 2559
2020
Q3 		– Sell
-26
Closed -$1K – 3039
2020
Q2 		$1K Buy
+26
New +$1.02K ﹤0.01% 3745

Other funds holding RLI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Global Alpha Capital Management
Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Private Advisor Group's RLI Position: Q3 2026 in Review

Private Advisor Group opened a new position in RLI Corp (RLI) in Q3 2026: 5,470 shares worth $303K. The stake represents ﹤0.01% of the portfolio and ranks #2559 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in RLI as recently as Q2 2020.

Private Advisor Group first reported a position in RLI in Q2 2020 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold RLI as of Q3 2026.

  • Private Advisor Group held 5,470 shares of RLI Corp worth $303K as of Q3 2026.
  • RLI Corp was a new Private Advisor Group position in Q3 2026.
  • RLI Corp made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2559 holding.
  • Private Advisor Group first reported a position in RLI Corp in Q2 2020 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held RLI Corp as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.