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Planning Strategies Inc.’s RLI Corp RLI Stock Holding History

Planning Strategies Inc.’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 		$354 Buy
+6
New +$322 ﹤0.01% 922

Other funds holding RLI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Planning Strategies Inc.'s RLI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in RLI Corp (RLI) in Q2 2026: 6 shares worth $354. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings.

106 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Planning Strategies Inc. held 6 shares of RLI Corp worth $354 as of Q2 2026.
  • RLI Corp was a new Planning Strategies Inc. position in Q2 2026.
  • RLI Corp made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #922 holding.
  • 106 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.