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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
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

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

Retirement Wealth Solutions's RLI Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its RLI Corp (RLI) stake by 13% in Q2 2026, selling an estimated $161 and leaving 21 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Retirement Wealth Solutions first reported a position in RLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.37K in Q1 2026. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Retirement Wealth Solutions held 21 shares of RLI Corp worth $1.24K as of Q2 2026.
  • Retirement Wealth Solutions sold 3 RLI Corp shares in Q2 2026, an estimated $161.
  • RLI Corp made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #612 holding.
  • Retirement Wealth Solutions first reported a position in RLI Corp in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's RLI Corp position peaked at $1.37K in Q1 2026.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.