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Wedmont Private Capital’s RLI Corp RLI Stock Holding History

Wedmont Private Capital’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
Q3 		$2.85M Sell
50,656
-9,260
-15% -$571K 0.07% 158
2026
Q2 		$3.63M Buy
+59,916
New +$3.22M 0.1% 116
2025
Q1 		– Sell
-5,676
Closed -$424K – 755
2024
Q4 		$424K Buy
+5,676
New +$471K 0.02% 434

Other funds holding RLI

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's RLI Position: Q3 2026 in Review

Wedmont Private Capital reduced its RLI Corp (RLI) stake by 15% in Q3 2026, selling an estimated $571K and leaving 50,656 shares worth $2.85M. The position accounts for 0.07% of the portfolio, ranked #158.

Wedmont Private Capital first reported a position in RLI in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.63M in Q2 2026. 19 funds tracked by Wall St. Rank hold RLI as of Q3 2026.

  • Wedmont Private Capital held 50,656 shares of RLI Corp worth $2.85M as of Q3 2026.
  • Wedmont Private Capital sold 9,260 RLI Corp shares in Q3 2026, an estimated $571K.
  • RLI Corp made up 0.07% of Wedmont Private Capital's portfolio in Q3 2026, its #158 holding.
  • Wedmont Private Capital first reported a position in RLI Corp in Q4 2024 and has held it in 3 quarters since.
  • Wedmont Private Capital's RLI Corp position peaked at $3.63M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held RLI Corp as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.