James T. Borello RIA
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James T. Borello RIA’s RLI Corp RLI Stock Holding History

James T. Borello RIA’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 		$13.3K Sell
241
-5
-2% -$308 ﹤0.01% 528
2026
Q2 		$14.5K Buy
246
+203
+472% +$10.9K ﹤0.01% 495
2026
Q1 		$2.45K Sell
43
-196
-82% -$11.8K ﹤0.01% 894
2025
Q4 		$15.3K Buy
+239
New +$15K ﹤0.01% 320

Other funds holding RLI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

James T. Borello RIA's RLI Position: Q3 2026 in Review

James T. Borello RIA reduced its RLI Corp (RLI) stake by 2% in Q3 2026, selling an estimated $308 and leaving 241 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

James T. Borello RIA first reported a position in RLI in Q4 2025 and has held it in 4 quarters since. The position peaked at $15.3K in Q4 2025. 84 funds tracked by Wall St. Rank hold RLI as of Q3 2026.

  • James T. Borello RIA held 241 shares of RLI Corp worth $13.3K as of Q3 2026.
  • James T. Borello RIA sold 5 RLI Corp shares in Q3 2026, an estimated $308.
  • RLI Corp made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #528 holding.
  • James T. Borello RIA first reported a position in RLI Corp in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's RLI Corp position peaked at $15.3K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held RLI Corp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.