TD Private Client Wealth’s RLI Corp RLI Stock Holding History

TD Private Client 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 Q2	$2.89K	Buy	+49	New	+$2.63K	﹤0.01%	1311
2025 Q1	–	Sell	-36	Closed	-$2.97K	–	1467
2024 Q4	$2.97K	Buy	36 +4	+13%	+$332	﹤0.01%	1146
2024 Q3	$2.48K	Buy	+32	New	+$2.37K	﹤0.01%	1163
2024 Q2	–	Sell	-88	Closed	-$6.53K	–	1255
2024 Q1	$6.53K	Hold	88	–	–	﹤0.01%	1079
2023 Q4	$5.86K	Hold	88	–	–	﹤0.01%	1101
2023 Q3	$5.98K	Hold	88	–	–	﹤0.01%	1095
2023 Q2	$6K	Hold	88	–	–	﹤0.01%	1110
2023 Q1	$5.85K	Hold	88	–	–	﹤0.01%	1093
2022 Q4	$5.78K	Hold	88	–	–	﹤0.01%	1062
2022 Q3	$4.5K	Hold	88	–	–	﹤0.01%	1070
2022 Q2	$5.13K	Hold	88	–	–	﹤0.01%	1059
2022 Q1	$4.87K	Hold	88	–	–	﹤0.01%	1107
2021 Q4	$4.93K	Hold	88	–	–	﹤0.01%	953
2021 Q3	$4.41K	Hold	88	–	–	﹤0.01%	966
2021 Q2	$4.6K	Hold	88	–	–	﹤0.01%	965
2021 Q1	$4.91K	Hold	88	–	–	﹤0.01%	929
2020 Q4	$4.58K	Hold	88	–	–	﹤0.01%	897
2020 Q3	$3.68K	Hold	88	–	–	﹤0.01%	864
2020 Q2	$3.61K	Buy	+88	New	+$3.47K	﹤0.01%	863

Other funds holding RLI

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Private Client Wealth's RLI Position: Q2 2026 in Review

TD Private Client Wealth opened a new position in RLI Corp (RLI) in Q2 2026: 49 shares worth $2.89K. The stake represents ﹤0.01% of the portfolio and ranks #1311 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in RLI as recently as Q4 2024.

TD Private Client Wealth first reported a position in RLI in Q2 2020 and has held it in 19 quarters since. The position peaked at $6.53K in Q1 2024. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

TD Private Client Wealth held 49 shares of RLI Corp worth $2.89K as of Q2 2026.
RLI Corp was a new TD Private Client Wealth position in Q2 2026.
RLI Corp made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1311 holding.
TD Private Client Wealth first reported a position in RLI Corp in Q2 2020 and has held it in 19 quarters since.
TD Private Client Wealth's RLI Corp position peaked at $6.53K in Q1 2024.
423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.