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United Capital Financial Advisors’s RLI Corp RLI Stock Holding History

United Capital Financial 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
-6,025
Closed -$344K – 1713
2026
Q1 		$344K Buy
+6,025
New +$362K ﹤0.01% 1268

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

United Capital Financial Advisors's RLI Position: Q2 2026 in Review

United Capital Financial Advisors sold out of RLI Corp (RLI) in Q2 2026, closing a stake of 6,025 shares — an estimated $344K sold.

United Capital Financial Advisors first reported a position in RLI in Q1 2026 and held it in 1 quarter. The position peaked at $344K in Q1 2026. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • United Capital Financial Advisors reported no remaining RLI Corp position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,025 RLI Corp shares in Q2 2026, an estimated $344K.
  • United Capital Financial Advisors first reported a position in RLI Corp in Q1 2026 and held it in 1 quarter.
  • United Capital Financial Advisors's RLI Corp position peaked at $344K in Q1 2026.
  • 423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.