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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
Q2 		$4.9K Buy
83
+21
+34% +$1.13K ﹤0.01% 1170
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 $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 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

SHP Wealth Management's RLI Position: Q2 2026 in Review

SHP Wealth Management increased its RLI Corp (RLI) stake by 34% in Q2 2026, buying an estimated $1.13K and bringing the position to 83 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

SHP Wealth Management first reported a position in RLI in Q4 2025 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • SHP Wealth Management held 83 shares of RLI Corp worth $4.9K as of Q2 2026.
  • SHP Wealth Management bought 21 RLI Corp shares in Q2 2026, an estimated $1.13K.
  • RLI Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1170 holding.
  • SHP Wealth Management first reported a position in RLI Corp in Q4 2025 and has held it in 3 quarters since.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.