ARS Wealth Advisors Group’s RLI Corp RLI Stock Holding History

ARS Wealth Advisors Group’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
2025 Q3	–	Sell	-3,660	Closed	-$264K	–	198
2025 Q2	$264K	Sell	3,660 -466	-11%	-$34.9K	0.03%	147
2025 Q1	$331K	Sell	4,126 -446	-10%	-$33.9K	0.05%	112
2024 Q4	$377K	Sell	4,572 -200	-4%	-$16.6K	0.05%	102
2024 Q3	$370K	Sell	4,772 -250	-5%	-$18.5K	0.05%	117
2024 Q2	$353K	Sell	5,022 -552	-10%	-$39.5K	0.05%	112
2024 Q1	$414K	Sell	5,574 -1,206	-18%	-$85.9K	0.06%	109
2023 Q4	$451K	Sell	6,780 -296	-4%	-$19.9K	0.07%	96
2023 Q3	$481K	Sell	7,076 -1,260	-15%	-$85K	0.08%	94
2023 Q2	$569K	Hold	8,336	–	–	0.09%	88
2023 Q1	$554K	Sell	8,336 -1,200	-13%	-$79.7K	0.1%	78
2022 Q4	$626K	Sell	9,536 -400	-4%	-$24.9K	0.1%	80
2022 Q3	$509K	Sell	9,936 -1,900	-16%	-$106K	0.08%	93
2022 Q2	$690K	Sell	11,836 -600	-5%	-$34.4K	0.09%	92
2022 Q1	$688K	Hold	12,436	–	–	0.12%	67
2021 Q4	$697K	Buy	+12,436	New	+$673K	0.12%	71

Other funds holding RLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return

Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ARS Wealth Advisors Group's RLI Position: Q3 2025 in Review

ARS Wealth Advisors Group sold out of RLI Corp (RLI) in Q3 2025, closing a stake of 3,660 shares — an estimated $264K sold.

ARS Wealth Advisors Group first reported a position in RLI in Q4 2021 and held it in 15 quarters. The position peaked at $697K in Q4 2021. 433 funds tracked by Wall St. Rank hold RLI as of Q3 2025.

ARS Wealth Advisors Group reported no remaining RLI Corp position as of Q3 2025 after selling out during the quarter.
ARS Wealth Advisors Group sold 3,660 RLI Corp shares in Q3 2025, an estimated $264K.
ARS Wealth Advisors Group first reported a position in RLI Corp in Q4 2021 and held it in 15 quarters.
ARS Wealth Advisors Group's RLI Corp position peaked at $697K in Q4 2021.
433 funds tracked by Wall St. Rank held RLI Corp as of Q3 2025.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2025, filed 6 Oct 2025.