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Sunbelt Securities’s RLI Corp RLI Stock Holding History

Sunbelt Securities’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
-13
Closed -$832 – 3068
2025
Q4 		$832 Buy
+13
New +$817 ﹤0.01% 2103

Other funds holding RLI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $11.9B AUM 10.84% 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

Sunbelt Securities's RLI Position: Q1 2026 in Review

Sunbelt Securities sold out of RLI Corp (RLI) in Q1 2026, closing a stake of 13 shares — an estimated $832 sold.

Sunbelt Securities first reported a position in RLI in Q4 2025 and held it in 1 quarter. The position peaked at $832 in Q4 2025. 419 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Sunbelt Securities reported no remaining RLI Corp position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 13 RLI Corp shares in Q1 2026, an estimated $832.
  • Sunbelt Securities first reported a position in RLI Corp in Q4 2025 and held it in 1 quarter.
  • Sunbelt Securities's RLI Corp position peaked at $832 in Q4 2025.
  • 419 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.