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Prospera Financial Services’s RLI Corp RLI Stock Holding History

Prospera Financial 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 		$7.14M Sell
120,932
-2,100
-2% -$113K 0.1% 206
2026
Q1 		$7.02M Buy
123,032
+1,420
+1% +$85.3K 0.11% 195
2025
Q4 		$7.78M Sell
121,612
-30,855
-20% -$1.94M 0.13% 174
2025
Q3 		$9.94M Buy
152,467
+1,080
+0.7% +$73K 0.17% 130
2025
Q2 		$10.9M Buy
151,387
+1,105
+0.7% +$82.8K 0.2% 108
2025
Q1 		$12.1M Sell
150,282
-20,458
-12% -$1.56M 0.28% 84
2024
Q4 		$14.1M Buy
170,740
+342
+0.2% +$28.4K 0.33% 66
2024
Q3 		$13.2M Buy
170,398
+8,648
+5% +$639K 0.34% 64
2024
Q2 		$11.4M Buy
+161,750
New +$11.6M 0.32% 69

Other funds holding RLI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return