Wellington Management Group
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Wellington Management Group’s RLI Corp RLI Stock Holding History

Wellington Management Group’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 		$37.5M Buy
634,602
+117,876
+23% +$6.33M 0.01% 830
2026
Q1 		$29.5M Buy
+516,726
New +$31M 0.01% 889
2025
Q4 		– Sell
-130,174
Closed -$8.49M – 2041
2025
Q3 		$8.49M Sell
130,174
-97,051
-43% -$6.56M ﹤0.01% 1305
2025
Q2 		$16.4M Sell
227,225
-433,227
-66% -$32.5M ﹤0.01% 1040
2025
Q1 		$53.1M Sell
660,452
-170,042
-20% -$12.9M 0.01% 672
2024
Q4 		$68.4M Buy
830,494
+708,438
+580% +$58.8M 0.01% 631
2024
Q3 		$9.46M Buy
+122,056
New +$9.02M ﹤0.01% 1191
2022
Q4 		– Sell
-4,556
Closed -$233K – 2098
2022
Q3 		$233K Sell
4,556
-7,606
-63% -$425K ﹤0.01% 1958
2022
Q2 		$709K Hold
12,162
– – ﹤0.01% 1736
2022
Q1 		$673K Buy
+12,162
New +$641K ﹤0.01% 1811
2021
Q4 		– Sell
-5,812
Closed -$291K – 2281
2021
Q3 		$291K Buy
+5,812
New +$309K ﹤0.01% 2052
2016
Q2 		– Sell
-18,054
Closed -$603K – 2163
2016
Q1 		$603K Sell
18,054
-15,730
-47% -$495K ﹤0.01% 1916
2015
Q4 		$1.04M Buy
+33,784
New +$1.01M ﹤0.01% 1819

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

Wellington Management Group's RLI Position: Q2 2026 in Review

Wellington Management Group increased its RLI Corp (RLI) stake by 23% in Q2 2026, buying an estimated $6.33M and bringing the position to 634,602 shares worth $37.5M. The position accounts for 0.01% of the portfolio, ranked #830.

Wellington Management Group first reported a position in RLI in Q4 2015 and has held it in 13 quarters since. The position peaked at $68.4M in Q4 2024. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Wellington Management Group held 634,602 shares of RLI Corp worth $37.5M as of Q2 2026.
  • Wellington Management Group bought 117,876 RLI Corp shares in Q2 2026, an estimated $6.33M.
  • RLI Corp made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #830 holding.
  • Wellington Management Group first reported a position in RLI Corp in Q4 2015 and has held it in 13 quarters since.
  • Wellington Management Group's RLI Corp position peaked at $68.4M in Q4 2024.
  • 423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.