Root Financial Partners
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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
Q3 		$13.6K Buy
+246
New +$15.2K ﹤0.01% 1758
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

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

Root Financial Partners's RLI Position: Q3 2026 in Review

Root Financial Partners opened a new position in RLI Corp (RLI) in Q3 2026: 246 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #1758 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RLI as recently as Q1 2026.

Root Financial Partners first reported a position in RLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.5K in Q1 2026. 252 funds tracked by Wall St. Rank hold RLI as of Q3 2026.

  • Root Financial Partners held 246 shares of RLI Corp worth $13.6K as of Q3 2026.
  • RLI Corp was a new Root Financial Partners position in Q3 2026.
  • RLI Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1758 holding.
  • Root Financial Partners first reported a position in RLI Corp in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's RLI Corp position peaked at $19.5K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held RLI Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.