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RAFFA WEALTH MANAGEMENT, LLC’s RLI Corp RLI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-3
Closed -$171 – 1666
2026
Q1 		$171 Buy
+3
New +$180 ﹤0.01% 1204
2015
Q4 		– Sell
-40
Closed -$1.07K – 873
2015
Q3 		$1.07K Hold
40
– – ﹤0.01% 366
2015
Q2 		$1.03K Hold
40
– – ﹤0.01% 387
2015
Q1 		$1.05K Hold
40
– – ﹤0.01% 376
2014
Q4 		$988 Hold
40
– – ﹤0.01% 361
2014
Q3 		$866 Buy
+40
New +$892 ﹤0.01% 371
2014
Q1 		– Sell
-80
Closed -$988 – 629
2013
Q4 		$988 Buy
+80
New +$1.9K ﹤0.01% 361

Other funds holding RLI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's RLI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of RLI Corp (RLI) in Q2 2026, closing a stake of 3 shares — an estimated $171 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in RLI in Q4 2013 and held it in 7 quarters. The position peaked at $1.07K in Q3 2015. 105 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining RLI Corp position as of Q2 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 3 RLI Corp shares in Q2 2026, an estimated $171.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in RLI Corp in Q4 2013 and held it in 7 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's RLI Corp position peaked at $1.07K in Q3 2015.
  • 105 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.