de Creative Planning RLI Corp RLI Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 6.97 M | Comprar |
117,938
+29,219
| +33% | +USD 1.57 M | ﹤0.01% | 1151 |
|
|
2026
Q1 | USD 5.06 M | Vender |
88,719
-19,893
| -18% | -USD 1.19 M | ﹤0.01% | 1189 |
|
|
2025
Q4 | USD 6.95 M | Comprar |
108,612
+49,850
| +85% | +USD 3.13 M | 0.01% | 792 |
|
|
2025
Q3 | USD 3.83 M | Comprar |
58,762
+12,548
| +27% | +USD 849 k | ﹤0.01% | 1039 |
|
|
2025
Q2 | USD 3.34 M | Comprar |
46,214
+11,823
| +34% | +USD 886 k | ﹤0.01% | 974 |
|
|
2025
Q1 | USD 2.76 M | Vender |
34,391
-687
| -2% | -USD 52.3 k | ﹤0.01% | 987 |
|
|
2024
Q4 | USD 2.89 M | Vender |
35,078
-2,094
| -6% | -USD 174 k | ﹤0.01% | 922 |
|
|
2024
Q3 | USD 2.88 M | Comprar |
37,172
+888
| +2% | +USD 65.6 k | ﹤0.01% | 881 |
|
|
2024
Q2 | USD 2.55 M | Comprar |
36,284
+1,176
| +3% | +USD 84.2 k | ﹤0.01% | 881 |
|
|
2024
Q1 | USD 2.61 M | Comprar |
35,108
+568
| +2% | +USD 40.5 k | ﹤0.01% | 862 |
|
|
2023
Q4 | USD 2.3 M | Vender |
34,540
-1,704
| -5% | -USD 114 k | ﹤0.01% | 867 |
|
|
2023
Q3 | USD 2.46 M | Vender |
36,244
-128
| -0.4% | -USD 8.64 k | ﹤0.01% | 771 |
|
|
2023
Q2 | USD 2.48 M | Comprar |
36,372
+2,542
| +8% | +USD 169 k | ﹤0.01% | 726 |
|
|
2023
Q1 | USD 2.25 M | Comprar |
33,830
+640
| +2% | +USD 42.5 k | ﹤0.01% | 742 |
|
|
2022
Q4 | USD 2.18 M | Vender |
33,190
-590
| -2% | -USD 36.7 k | ﹤0.01% | 723 |
|
|
2022
Q3 | USD 1.73 M | Comprar |
33,780
+1,196
| +4% | +USD 66.9 k | ﹤0.01% | 749 |
|
|
2022
Q2 | USD 1.9 M | Comprar |
32,584
+2,108
| +7% | +USD 121 k | ﹤0.01% | 734 |
|
|
2022
Q1 | USD 1.69 M | Comprar |
30,476
+130
| +0.4% | +USD 6.86 k | ﹤0.01% | 771 |
|
|
2021
Q4 | USD 1.7 M | Comprar |
30,346
+452
| +2% | +USD 24.5 k | ﹤0.01% | 741 |
|
|
2021
Q3 | USD 1.5 M | Comprar |
29,894
+112
| +0.4% | +USD 5.96 k | ﹤0.01% | 771 |
|
|
2021
Q2 | USD 1.56 M | Comprar |
29,782
+118
| +0.4% | +USD 6.41 k | ﹤0.01% | 766 |
|
|
2021
Q1 | USD 1.66 M | Comprar |
29,664
+362
| +1% | +USD 19.2 k | ﹤0.01% | 804 |
|
|
2020
Q4 | USD 1.53 M | Comprar |
29,302
+150
| +0.5% | +USD 7.19 k | ﹤0.01% | 771 |
|
|
2020
Q3 | USD 1.22 M | Comprar |
29,152
+2
| +0% | +USD 88 | ﹤0.01% | 729 |
|
|
2020
Q2 | USD 1.2 M | Vender |
29,150
-18
| -0.1% | -USD 710 | ﹤0.01% | 678 |
|
|
2020
Q1 | USD 1.28 M | Vender |
29,168
-2,008
| -6% | -USD 88.3 k | ﹤0.01% | 556 |
|
|
2019
Q4 | USD 1.4 M | Comprar |
31,176
+2,012
| +7% | +USD 94.5 k | ﹤0.01% | 649 |
|
|
2019
Q3 | USD 1.36 M | Comprar |
29,164
+2
| +0% | +USD 90 | ﹤0.01% | 634 |
|
|
2019
Q2 | USD 1.25 M | Comprar |
29,162
+340
| +1% | +USD 14 k | ﹤0.01% | 675 |
|
|
2019
Q1 | USD 1.03 M | Vender |
28,822
-326
| -1% | -USD 11.2 k | ﹤0.01% | 725 |
|
|
2018
Q4 | USD 1 M | Vender |
29,148
-88
| -0.3% | -USD 3.2 k | ﹤0.01% | 668 |
|
|
2018
Q3 | USD 1.15 M | Vender |
29,236
-5,132
| -15% | -USD 192 k | ﹤0.01% | 705 |
|
|
2018
Q2 | USD 1.14 M | Comprar |
34,368
+378
| +1% | +USD 12.4 k | ﹤0.01% | 687 |
|
|
2018
Q1 | USD 1.08 M | Vender |
33,990
-198
| -0.6% | -USD 6.12 k | ﹤0.01% | 695 |
|
|
2017
Q4 | USD 1.04 M | Vender |
34,188
-4,866
| -12% | -USD 143 k | ﹤0.01% | 716 |
|
|
2017
Q3 | USD 1.12 M | Comprar |
39,054
+2,630
| +7% | +USD 72.3 k | 0.01% | 657 |
|
|
2017
Q2 | USD 995 k | Vender |
36,424
-56
| -0.2% | -USD 1.57 k | 0.01% | 696 |
|
|
2017
Q1 | USD 1.1 M | Mantener |
36,480
| – | – | 0.01% | 628 |
|
|
2016
Q4 | USD 1.15 M | Comprar |
36,480
+694
| +2% | +USD 21.5 k | 0.01% | 573 |
|
|
2016
Q3 | USD 1.22 M | Comprar |
35,786
+782
| +2% | +USD 26.9 k | 0.01% | 529 |
|
|
2016
Q2 | USD 1.2 M | Comprar |
35,004
+21,544
| +160% | +USD 701 k | 0.01% | 466 |
|
|
2016
Q1 | USD 450 k | Vender |
13,460
-694
| -5% | -USD 21.8 k | ﹤0.01% | 794 |
|
|
2015
Q4 | USD 437 k | Comprar |
14,154
+410
| +3% | +USD 12.2 k | ﹤0.01% | 829 |
|
|
2015
Q3 | USD 368 k | Comprar |
+13,744
| Nuevas | +USD 373 k | ﹤0.01% | 872 |
|
|
2015
Q2 | – | Vender |
-13,230
| Cerradas | -USD 347 k | – | 2598 |
|
|
2015
Q1 | USD 347 k | Comprar |
13,230
+12,000
| +976% | +USD 296 k | ﹤0.01% | 921 |
|
|
2014
Q4 | USD 30 k | Comprar |
1,230
+182
| +17% | +USD 4.29 k | ﹤0.01% | 2350 |
|
|
2014
Q3 | USD 23 k | Vender |
1,048
-156
| -13% | -USD 3.48 k | ﹤0.01% | 2455 |
|
|
2014
Q2 | USD 28 k | Comprar |
1,204
+156
| +15% | +USD 3.45 k | ﹤0.01% | 2280 |
|
|
2014
Q1 | USD 23 k | Vender |
1,048
-100
| -9% | -USD 2.19 k | ﹤0.01% | 2284 |
|
|
2013
Q4 | USD 28 k | Comprar |
1,148
+100
| +10% | +USD 2.37 k | ﹤0.01% | 1998 |
|
|
2013
Q3 | USD 23 k | Comprar |
1,048
+408
| +64% | +USD 8.36 k | ﹤0.01% | 2016 |
|
|
2013
Q2 | USD 12 k | Comprar |
+640
| Nuevas | +USD 11.8 k | ﹤0.01% | 2188 |
|
Otros fondos que tienen RLI en su cartera
Posición de Creative Planning en RLI: resumen de T2 2026
Creative Planning aumentó su participación en RLI Corp (RLI) en 33% durante T2 2026, al comprar aproximadamente USD 1.57 M y elevar la posición a 117,938 acciones con un valor de USD 6.97 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1151.
Creative Planning reportó por primera vez una posición en RLI en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 425 fondos que sigue Wall St. Rank mantienen una posición en RLI.
- Al cierre de T2 2026, Creative Planning tenía 117,938 acciones de RLI Corp con un valor de USD 6.97 M.
- Creative Planning compró 29,219 acciones de RLI Corp en T2 2026, por un monto estimado de USD 1.57 M.
- RLI Corp representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1151.
- Creative Planning reportó por primera vez una posición en RLI Corp en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 425 fondos que sigue Wall St. Rank tenían RLI Corp en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.