True Wealth Design
RLI icon

True Wealth Design’s RLI Corp RLI Stock Holding History

True Wealth Design’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
Q3 		$23.6K Hold
427
– – 0.01% 763
2026
Q2 		$25.2K Buy
427
+390
+1,054% +$20.9K 0.01% 730
2026
Q1 		$2.11K Buy
37
+36
+3,600% +$2.16K ﹤0.01% 1523
2025
Q4 		$64 Sell
1
-41
-98% -$2.58K ﹤0.01% 2395
2025
Q3 		$2.74K Buy
42
+37
+740% +$2.5K ﹤0.01% 1353
2025
Q2 		$362 Sell
5
-9
-64% -$675 ﹤0.01% 1867
2025
Q1 		$1.12K Buy
+14
New +$1.06K ﹤0.01% 1226

Other funds holding RLI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

True Wealth Design's RLI Position: Q3 2026 in Review

True Wealth Design held its RLI Corp (RLI) position steady in Q3 2026 at 427 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #763.

True Wealth Design first reported a position in RLI in Q1 2025 and has held it in 7 quarters since. The position peaked at $25.2K in Q2 2026. 84 funds tracked by Wall St. Rank hold RLI as of Q3 2026.

  • True Wealth Design held 427 shares of RLI Corp worth $23.6K as of Q3 2026.
  • True Wealth Design left its RLI Corp share count unchanged in Q3 2026.
  • RLI Corp made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #763 holding.
  • True Wealth Design first reported a position in RLI Corp in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's RLI Corp position peaked at $25.2K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held RLI Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.