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Resonant Capital Advisors’s RLI Corp RLI Stock Holding History

Resonant Capital Advisors’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 		– Sell
-12,706
Closed -$813K – 515
2025
Q4 		$813K Buy
12,706
+802
+7% +$50.4K 0.04% 183
2025
Q3 		$776K Buy
11,904
+1,749
+17% +$118K 0.05% 191
2025
Q2 		$733K Buy
10,155
+368
+4% +$27.6K 0.05% 194
2025
Q1 		$786K Buy
9,787
+189
+2% +$14.4K 0.05% 165
2024
Q4 		$791K Buy
9,598
+80
+0.8% +$6.64K 0.06% 166
2024
Q3 		$738K Sell
9,518
-4
-0% -$296 0.05% 177
2024
Q2 		$670K Buy
9,522
+650
+7% +$46.5K 0.05% 176
2024
Q1 		$659K Buy
8,872
+272
+3% +$19.4K 0.06% 174
2023
Q4 		$572K Sell
8,600
-854
-9% -$57.4K 0.06% 175
2023
Q3 		$642K Buy
9,454
+154
+2% +$10.4K 0.07% 154
2023
Q2 		$635K Buy
9,300
+24
+0.3% +$1.59K 0.07% 155
2023
Q1 		$616K Buy
9,276
+68
+0.7% +$4.52K 0.07% 153
2022
Q4 		$604K Buy
9,208
+736
+9% +$45.8K 0.08% 153
2022
Q3 		$434K Buy
8,472
+220
+3% +$12.3K 0.07% 159
2022
Q2 		$481K Buy
8,252
+12
+0.1% +$688 0.08% 154
2022
Q1 		$467K Buy
8,240
+218
+3% +$11.5K 0.07% 141
2021
Q4 		$450K Buy
8,022
+580
+8% +$31.4K 0.07% 148
2021
Q3 		$373K Buy
7,442
+1,242
+20% +$66.1K 0.06% 150
2021
Q2 		$324K Hold
6,200
– – 0.06% 150
2021
Q1 		$346K Buy
6,200
+92
+2% +$4.88K 0.07% 140
2020
Q4 		$318K Buy
6,108
+188
+3% +$9.01K 0.08% 146
2020
Q3 		$248K Sell
5,920
-1,078
-15% -$47.3K 0.07% 142
2020
Q2 		$287K Sell
6,998
-3,878
-36% -$153K 0.08% 149
2020
Q1 		$478K Buy
10,876
+288
+3% +$12.7K 0.17% 131
2019
Q4 		$477K Buy
+10,588
New +$497K 0.15% 149

Other funds holding RLI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Resonant Capital Advisors's RLI Position: Q1 2026 in Review

Resonant Capital Advisors sold out of RLI Corp (RLI) in Q1 2026, closing a stake of 12,706 shares — an estimated $813K sold.

Resonant Capital Advisors first reported a position in RLI in Q4 2019 and held it in 25 quarters. The position peaked at $813K in Q4 2025. 420 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Resonant Capital Advisors reported no remaining RLI Corp position as of Q1 2026 after selling out during the quarter.
  • Resonant Capital Advisors sold 12,706 RLI Corp shares in Q1 2026, an estimated $813K.
  • Resonant Capital Advisors first reported a position in RLI Corp in Q4 2019 and held it in 25 quarters.
  • Resonant Capital Advisors's RLI Corp position peaked at $813K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.