Twin Peaks Wealth Advisors’s RLI Corp RLI Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-91	Closed	-$5.19K	–	1760
2026 Q1	$5.19K	Buy	+91	New	+$5.46K	﹤0.01%	1372

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

Twin Peaks Wealth Advisors's RLI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of RLI Corp (RLI) in Q2 2026, closing a stake of 91 shares — an estimated $5.19K sold.

Twin Peaks Wealth Advisors first reported a position in RLI in Q1 2026 and held it in 1 quarter. The position peaked at $5.19K in Q1 2026. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining RLI Corp position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 91 RLI Corp shares in Q2 2026, an estimated $5.19K.
Twin Peaks Wealth Advisors first reported a position in RLI Corp in Q1 2026 and held it in 1 quarter.
Twin Peaks Wealth Advisors's RLI Corp position peaked at $5.19K in Q1 2026.
423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.