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Raffa Wealth Management’s RLI Corp RLI Stock Holding History

Raffa Wealth Management’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
-3
Closed -$171 – 1666
2026
Q1 		$171 Buy
+3
New +$180 ﹤0.01% 1204
2015
Q4 		– Sell
-40
Closed -$1.07K – 873
2015
Q3 		$1.07K Hold
40
– – ﹤0.01% 366
2015
Q2 		$1.03K Hold
40
– – ﹤0.01% 387
2015
Q1 		$1.05K Hold
40
– – ﹤0.01% 376
2014
Q4 		$988 Hold
40
– – ﹤0.01% 361
2014
Q3 		$866 Buy
+40
New +$892 ﹤0.01% 371
2014
Q1 		– Sell
-80
Closed -$988 – 629
2013
Q4 		$988 Buy
+80
New +$1.9K ﹤0.01% 361

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

Raffa Wealth Management's RLI Position: Q2 2026 in Review

Raffa Wealth Management sold out of RLI Corp (RLI) in Q2 2026, closing a stake of 3 shares — an estimated $171 sold.

Raffa Wealth Management first reported a position in RLI in Q4 2013 and held it in 7 quarters. The position peaked at $1.07K in Q3 2015. 399 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Raffa Wealth Management reported no remaining RLI Corp position as of Q2 2026 after selling out during the quarter.
  • Raffa Wealth Management sold 3 RLI Corp shares in Q2 2026, an estimated $171.
  • Raffa Wealth Management first reported a position in RLI Corp in Q4 2013 and held it in 7 quarters.
  • Raffa Wealth Management's RLI Corp position peaked at $1.07K in Q3 2015.
  • 399 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

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