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Wealthspire Advisors (New York)’s RLI Corp RLI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-185
Closed -$12.1K – 2480
2025
Q3 		$12.1K Buy
+185
New +$12.5K ﹤0.01% 1921

Other funds holding RLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $34B AUM 6.31% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s RLI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of RLI Corp (RLI) in Q4 2025, closing a stake of 185 shares — an estimated $12.1K sold.

Wealthspire Advisors (New York) first reported a position in RLI in Q3 2025 and held it in 1 quarter. The position peaked at $12.1K in Q3 2025. 436 funds tracked by Wall St. Rank hold RLI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining RLI Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 185 RLI Corp shares in Q4 2025, an estimated $12.1K.
  • Wealthspire Advisors (New York) first reported a position in RLI Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s RLI Corp position peaked at $12.1K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held RLI Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.