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Advisor Resource Council’s RLI Corp RLI Stock Holding History

Advisor Resource Council’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
2024
Q1 		– Sell
-3,728
Closed -$248K – 454
2023
Q4 		$248K Buy
+3,728
New +$250K 0.03% 392
2022
Q3 		– Sell
-3,728
Closed -$217K – 417
2022
Q2 		$217K Buy
+3,728
New +$214K 0.02% 453

Other funds holding RLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Resource Council's RLI Position: Q1 2024 in Review

Advisor Resource Council sold out of RLI Corp (RLI) in Q1 2024, closing a stake of 3,728 shares — an estimated $248K sold.

Advisor Resource Council first reported a position in RLI in Q2 2022 and held it in 2 quarters. The position peaked at $248K in Q4 2023. 376 funds tracked by Wall St. Rank hold RLI as of Q1 2024.

  • Advisor Resource Council reported no remaining RLI Corp position as of Q1 2024 after selling out during the quarter.
  • Advisor Resource Council sold 3,728 RLI Corp shares in Q1 2024, an estimated $248K.
  • Advisor Resource Council first reported a position in RLI Corp in Q2 2022 and held it in 2 quarters.
  • Advisor Resource Council's RLI Corp position peaked at $248K in Q4 2023.
  • 376 funds tracked by Wall St. Rank held RLI Corp as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.