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Private Wealth Management Group’s RLI Corp RLI Stock Holding History

Private Wealth Management 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
Q2 		– Sell
-101
Closed -$5.76K – 1501
2026
Q1 		$5.76K Buy
101
+51
+102% +$3.06K ﹤0.01% 718
2025
Q4 		$3.2K Buy
50
+16
+47% +$1K ﹤0.01% 929
2025
Q3 		$2.22K Sell
34
-41
-55% -$2.77K ﹤0.01% 1085
2025
Q2 		$5.42K Buy
75
+41
+121% +$3.07K ﹤0.01% 722
2025
Q1 		$2.73K Hold
34
– – ﹤0.01% 952
2024
Q4 		$2.8K Hold
34
– – ﹤0.01% 966
2024
Q3 		$2.63K Hold
34
– – ﹤0.01% 969
2024
Q2 		$2.39K Buy
+34
New +$2.43K ﹤0.01% 985

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

Private Wealth Management Group's RLI Position: Q2 2026 in Review

Private Wealth Management Group sold out of RLI Corp (RLI) in Q2 2026, closing a stake of 101 shares — an estimated $5.76K sold.

Private Wealth Management Group first reported a position in RLI in Q2 2024 and held it in 8 quarters. The position peaked at $5.76K in Q1 2026. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Private Wealth Management Group reported no remaining RLI Corp position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 101 RLI Corp shares in Q2 2026, an estimated $5.76K.
  • Private Wealth Management Group first reported a position in RLI Corp in Q2 2024 and held it in 8 quarters.
  • Private Wealth Management Group's RLI Corp position peaked at $5.76K in Q1 2026.
  • 423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.