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SHP Wealth Management’s RLI Corp RLI Stock Holding History

SHP Wealth Management’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 		$3.54K Hold
62
– – ﹤0.01% 1146
2025
Q4 		$3.97K Buy
+62
New +$3.89K ﹤0.01% 1019

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 $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

SHP Wealth Management's RLI Position: Q1 2026 in Review

SHP Wealth Management held its RLI Corp (RLI) position steady in Q1 2026 at 62 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

SHP Wealth Management first reported a position in RLI in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.97K in Q4 2025. 420 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • SHP Wealth Management held 62 shares of RLI Corp worth $3.54K as of Q1 2026.
  • SHP Wealth Management left its RLI Corp share count unchanged in Q1 2026.
  • RLI Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1146 holding.
  • SHP Wealth Management first reported a position in RLI Corp in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's RLI Corp position peaked at $3.97K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.