Walled Lake Planning & Wealth Management’s RLI Corp RLI Stock Holding History

Walled Lake Planning & Wealth Management’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	$355K	Hold	6,002	–	–	0.09%	100
2026 Q1	$342K	Hold	6,002	–	–	0.1%	99
2025 Q4	$384K	Hold	6,002	–	–	0.12%	92
2025 Q3	$391K	Hold	6,002	–	–	0.13%	89
2025 Q2	$433K	Hold	6,002	–	–	0.14%	83
2025 Q1	$482K	Hold	6,002	–	–	0.17%	72
2024 Q4	$495K	Hold	6,002	–	–	0.18%	71
2024 Q3	$465K	Hold	6,002	–	–	0.17%	68
2024 Q2	$422K	Hold	6,002	–	–	0.17%	69
2024 Q1	$446K	Hold	6,002	–	–	0.18%	63
2023 Q4	$399K	Hold	6,002	–	–	0.19%	58
2023 Q3	$408K	Hold	6,002	–	–	0.2%	49
2023 Q2	$410K	Hold	6,002	–	–	0.2%	48
2023 Q1	$399K	Buy	+6,002	New	+$399K	0.21%	51
2022 Q4	–	Sell	-6,002	Closed	-$307K	–	77
2022 Q3	$307K	Hold	6,002	–	–	0.21%	52
2022 Q2	$350K	Hold	6,002	–	–	0.24%	50
2022 Q1	$332K	Hold	6,002	–	–	0.2%	58
2021 Q4	$336K	Hold	6,002	–	–	0.19%	62
2021 Q3	$301K	Hold	6,002	–	–	0.19%	59
2021 Q2	$314K	Hold	6,002	–	–	0.2%	55
2021 Q1	$335K	Hold	6,002	–	–	0.23%	53
2020 Q4	$313K	Hold	6,002	–	–	0.24%	53
2020 Q3	$251K	Hold	6,002	–	–	0.2%	54
2020 Q2	$246K	Hold	6,002	–	–	0.21%	54
2020 Q1	$264K	Hold	6,002	–	–	0.24%	44
2019 Q4	$270K	Buy	+6,002	New	+$282K	0.19%	54

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

Walled Lake Planning & Wealth Management's RLI Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its RLI Corp (RLI) position steady in Q2 2026 at 6,002 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #100.

Walled Lake Planning & Wealth Management first reported a position in RLI in Q4 2019 and has held it in 26 quarters since. The position peaked at $495K in Q4 2024. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

Walled Lake Planning & Wealth Management held 6,002 shares of RLI Corp worth $355K as of Q2 2026.
Walled Lake Planning & Wealth Management left its RLI Corp share count unchanged in Q2 2026.
RLI Corp made up 0.09% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #100 holding.
Walled Lake Planning & Wealth Management first reported a position in RLI Corp in Q4 2019 and has held it in 26 quarters since.
Walled Lake Planning & Wealth Management's RLI Corp position peaked at $495K in Q4 2024.
424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.