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 – 3131
2024
Q4 		$210K Buy
+2,552
New +$212K ﹤0.01% 2659

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return