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Winnow Wealth’s RLI Corp RLI Stock Holding History

Winnow Wealth’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
Q1 		– Sell
-744
Closed -$47.6K – 460
2025
Q4 		$47.6K Hold
744
– – 0.04% 163
2025
Q3 		$49.1K Buy
+744
New +$50.3K 0.04% 169
2025
Q2 		– Sell
-744
Closed -$59.7K – 570
2025
Q1 		$59.7K Hold
744
– – 0.06% 133
2024
Q4 		$61.3K Buy
+744
New +$61.8K 0.06% 125

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Winnow Wealth's RLI Position: Q1 2026 in Review

Winnow Wealth sold out of RLI Corp (RLI) in Q1 2026, closing a stake of 744 shares — an estimated $47.6K sold.

Winnow Wealth first reported a position in RLI in Q4 2024 and held it in 4 quarters. The position peaked at $61.3K in Q4 2024. 422 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Winnow Wealth reported no remaining RLI Corp position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 744 RLI Corp shares in Q1 2026, an estimated $47.6K.
  • Winnow Wealth first reported a position in RLI Corp in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's RLI Corp position peaked at $61.3K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.