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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

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

Prospera Financial Services's RLI Position: Q2 2026 in Review

Prospera Financial Services reduced its RLI Corp (RLI) stake by 1.7% in Q2 2026, selling an estimated $113K and leaving 120,932 shares worth $7.14M. The position accounts for 0.1% of the portfolio, ranked #206.

Prospera Financial Services first reported a position in RLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.1M in Q4 2024. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Prospera Financial Services held 120,932 shares of RLI Corp worth $7.14M as of Q2 2026.
  • Prospera Financial Services sold 2,100 RLI Corp shares in Q2 2026, an estimated $113K.
  • RLI Corp made up 0.1% of Prospera Financial Services's portfolio in Q2 2026, its #206 holding.
  • Prospera Financial Services first reported a position in RLI Corp in Q2 2024 and has held it in 9 quarters since.
  • Prospera Financial Services's RLI Corp position peaked at $14.1M in Q4 2024.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.