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Creative Planning RLI Position History
RLI Corp. • Financial Services
Quarters held
8
Latest value
$7.7M
Q3 2026
Peak value
$7.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25K |
| Q3 2025 | $3.8M |
| Q4 2025 | $6.9M |
| Q1 2026 | $5.1M |
| Q2 2026 | $96K |
| Q2 2026 | $6.9M |
| Q3 2026 | $81K |
| Q3 2026 | $7.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.7M | 138.8K | — | — |
| Q3 2026 | $81K | 1.5K | — | — |
| Q2 2026 | $6.9M | 116.3K | — | — |
| Q2 2026 | $96K | 1.6K | — | — |
| Q1 2026 | $5.1M | 88.7K | — | — |
| Q4 2025 | $6.9M | 108.6K | — | — |
| Q3 2025 | $3.8M | 58.4K | — | — |
| Q3 2025 | $25K | 377 | — | — |
Other funds holding RLI
$724.4M
$712.1M
$701M
$680.9M
$649.9M
$639.8M
$611.7M
$609.9M