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SkyOak Wealth’s RLI Corp RLI Stock Holding History

SkyOak Wealth’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 		– Sell
-4,267
Closed -$273K – 273
2025
Q4 		$273K Sell
4,267
-189
-4% -$11.9K 0.05% 202
2025
Q3 		$291K Buy
+4,456
New +$301K 0.05% 192
2025
Q1 		– Sell
-3,384
Closed -$279K – 270
2024
Q4 		$279K Sell
3,384
-122
-3% -$10.1K 0.06% 190
2024
Q3 		$272K Sell
3,506
-168
-5% -$12.4K 0.06% 187
2024
Q2 		$258K Sell
3,674
-170
-4% -$12.2K 0.06% 196
2024
Q1 		$285K Buy
+3,844
New +$274K 0.07% 199

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SkyOak Wealth's RLI Position: Q1 2026 in Review

SkyOak Wealth sold out of RLI Corp (RLI) in Q1 2026, closing a stake of 4,267 shares — an estimated $273K sold.

SkyOak Wealth first reported a position in RLI in Q1 2024 and held it in 6 quarters. The position peaked at $291K in Q3 2025. 422 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • SkyOak Wealth reported no remaining RLI Corp position as of Q1 2026 after selling out during the quarter.
  • SkyOak Wealth sold 4,267 RLI Corp shares in Q1 2026, an estimated $273K.
  • SkyOak Wealth first reported a position in RLI Corp in Q1 2024 and held it in 6 quarters.
  • SkyOak Wealth's RLI Corp position peaked at $291K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.