Retirement Wealth Solutions
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Retirement Wealth Solutions’s RLI Corp RLI Stock Holding History

Retirement Wealth Solutions’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
Q3 		$885 Sell
16
-5
-24% -$308 ﹤0.01% 760
2026
Q2 		$1.24K Sell
21
-3
-13% -$161 ﹤0.01% 612
2026
Q1 		$1.37K Buy
24
+16
+200% +$961 ﹤0.01% 582
2025
Q4 		$512 Sell
8
-1
-11% -$63 ﹤0.01% 675
2025
Q3 		$587 Buy
+9
New +$609 ﹤0.01% 669

Other funds holding RLI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Global Alpha Capital Management
Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Retirement Wealth Solutions's RLI Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its RLI Corp (RLI) stake by 24% in Q3 2026, selling an estimated $308 and leaving 16 shares worth $885. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Retirement Wealth Solutions first reported a position in RLI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.37K in Q1 2026. 252 funds tracked by Wall St. Rank hold RLI as of Q3 2026.

  • Retirement Wealth Solutions held 16 shares of RLI Corp worth $885 as of Q3 2026.
  • Retirement Wealth Solutions sold 5 RLI Corp shares in Q3 2026, an estimated $308.
  • RLI Corp made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #760 holding.
  • Retirement Wealth Solutions first reported a position in RLI Corp in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's RLI Corp position peaked at $1.37K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held RLI Corp as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.