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Wealthedge Investment Advisors’s RLI Corp RLI Stock Holding History

Wealthedge Investment 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
-4,333
Closed -$247K – 155
2026
Q1 		$247K Sell
4,333
-58,357
-93% -$3.5M 0.09% 123
2025
Q4 		$4.01M Buy
62,690
+11,738
+23% +$737K 1.48% 19
2025
Q3 		$3.32M Buy
+50,952
New +$3.45M 1.26% 25
2025
Q2 		– Sell
-4,262
Closed -$342K – 186
2025
Q1 		$342K Buy
+4,262
New +$324K 0.15% 117

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

Wealthedge Investment Advisors's RLI Position: Q2 2026 in Review

Wealthedge Investment Advisors sold out of RLI Corp (RLI) in Q2 2026, closing a stake of 4,333 shares — an estimated $247K sold.

Wealthedge Investment Advisors first reported a position in RLI in Q1 2025 and held it in 4 quarters. The position peaked at $4.01M in Q4 2025. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Wealthedge Investment Advisors reported no remaining RLI Corp position as of Q2 2026 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 4,333 RLI Corp shares in Q2 2026, an estimated $247K.
  • Wealthedge Investment Advisors first reported a position in RLI Corp in Q1 2025 and held it in 4 quarters.
  • Wealthedge Investment Advisors's RLI Corp position peaked at $4.01M in Q4 2025.
  • 423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.