RFP
RLI icon

Root Financial Partners’s RLI Corp RLI Stock Holding History

Root Financial Partners’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
-342
Closed -$19.5K – 2567
2026
Q1 		$19.5K Buy
342
+182
+114% +$10.9K ﹤0.01% 1333
2025
Q4 		$10.2K Sell
160
-31
-16% -$1.95K ﹤0.01% 1482
2025
Q3 		$12.5K Buy
+191
New +$12.9K ﹤0.01% 1359

Other funds holding RLI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Root Financial Partners's RLI Position: Q2 2026 in Review

Root Financial Partners sold out of RLI Corp (RLI) in Q2 2026, closing a stake of 342 shares — an estimated $19.5K sold.

Root Financial Partners first reported a position in RLI in Q3 2025 and held it in 3 quarters. The position peaked at $19.5K in Q1 2026. 125 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Root Financial Partners reported no remaining RLI Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 342 RLI Corp shares in Q2 2026, an estimated $19.5K.
  • Root Financial Partners first reported a position in RLI Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's RLI Corp position peaked at $19.5K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.