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Atria Investments’s RLI Corp RLI Stock Holding History

Atria Investments’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
Q1 		$1.27M Buy
22,210
+316
+1% +$19K 0.01% 933
2025
Q4 		$1.4M Buy
21,894
+5,856
+37% +$368K 0.02% 894
2025
Q3 		$1.05M Sell
16,038
-3,738
-19% -$253K 0.01% 1032
2025
Q2 		$1.43M Buy
19,776
+2,957
+18% +$222K 0.02% 875
2025
Q1 		$1.35M Sell
16,819
-2,625
-14% -$200K 0.02% 881
2024
Q4 		$1.6M Buy
19,444
+684
+4% +$56.8K 0.02% 776
2024
Q3 		$1.45M Buy
18,760
+1,470
+9% +$109K 0.02% 795
2024
Q2 		$1.22M Buy
+17,290
New +$1.24M 0.02% 836
2020
Q1 		– Sell
-5,700
Closed -$257K – 1046
2019
Q4 		$257K Buy
+5,700
New +$268K 0.01% 1035

Other funds holding RLI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return