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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
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 		$1.13K Buy
+14
New +$1.06K ﹤0.01% 1226

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
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

True Wealth Design's RLI Position: Q2 2026 in Review

True Wealth Design increased its RLI Corp (RLI) stake by 1,054% in Q2 2026, buying an estimated $20.9K and bringing the position to 427 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #730.

True Wealth Design first reported a position in RLI in Q1 2025 and has held it in 6 quarters since. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • True Wealth Design held 427 shares of RLI Corp worth $25.2K as of Q2 2026.
  • True Wealth Design bought 390 RLI Corp shares in Q2 2026, an estimated $20.9K.
  • RLI Corp made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #730 holding.
  • True Wealth Design first reported a position in RLI Corp in Q1 2025 and has held it in 6 quarters since.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.