Raymond James Financial
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Raymond James Financial’s RLI Corp RLI Stock Holding History

Raymond James Financial’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
Q1 		$24.5M Buy
429,443
+72,022
+20% +$4.32M 0.01% 1329
2025
Q4 		$22.9M Buy
357,421
+132,887
+59% +$8.35M 0.01% 1347
2025
Q3 		$14.6M Sell
224,534
-2,532
-1% -$171K ﹤0.01% 1638
2025
Q2 		$16.4M Buy
227,066
+12,163
+6% +$912K 0.01% 1516
2025
Q1 		$17.3M Sell
214,903
-1,733
-0.8% -$132K 0.01% 1420
2024
Q4 		$17.9M Buy
+216,636
New +$18M 0.01% 1411

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 $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.61T AUM 30.72% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial's RLI Position: Q1 2026 in Review

Raymond James Financial increased its RLI Corp (RLI) stake by 20% in Q1 2026, buying an estimated $4.32M and bringing the position to 429,443 shares worth $24.5M. The position accounts for 0.01% of the portfolio, ranked #1329.

Raymond James Financial first reported a position in RLI in Q4 2024 and has held it in 6 quarters since. 420 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Raymond James Financial held 429,443 shares of RLI Corp worth $24.5M as of Q1 2026.
  • Raymond James Financial bought 72,022 RLI Corp shares in Q1 2026, an estimated $4.32M.
  • RLI Corp made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1329 holding.
  • Raymond James Financial first reported a position in RLI Corp in Q4 2024 and has held it in 6 quarters since.
  • 420 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.