Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s RLI Corp RLI Stock Holding History

Wealth Enhancement Advisory Services’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 		$706K Buy
11,647
+7,396
+174% +$397K ﹤0.01% 2370
2026
Q1 		$247K Sell
4,251
-1,382
-25% -$83K ﹤0.01% 2961
2025
Q4 		$342K Buy
5,633
+1,137
+25% +$71.4K ﹤0.01% 2804
2025
Q3 		$292K Buy
4,496
+1,411
+46% +$95.4K ﹤0.01% 2820
2025
Q2 		$221K Buy
+3,085
New +$231K ﹤0.01% 2904
2025
Q1 		– Sell
-2,552
Closed -$210K – 3130
2024
Q4 		$210K Buy
+2,552
New +$212K ﹤0.01% 2659

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

Wealth Enhancement Advisory Services's RLI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its RLI Corp (RLI) stake by 174% in Q2 2026, buying an estimated $397K and bringing the position to 11,647 shares worth $706K. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Wealth Enhancement Advisory Services first reported a position in RLI in Q4 2024 and has held it in 6 quarters since. 424 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,647 shares of RLI Corp worth $706K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,396 RLI Corp shares in Q2 2026, an estimated $397K.
  • RLI Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2370 holding.
  • Wealth Enhancement Advisory Services first reported a position in RLI Corp in Q4 2024 and has held it in 6 quarters since.
  • 424 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.