AWM
RLI icon

Atticus Wealth Management’s RLI Corp RLI Stock Holding History

Atticus Wealth Management’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
2023
Q4 		– Sell
-34
Closed -$2.31K – 598
2023
Q3 		$2.31K Hold
34
– – ﹤0.01% 492
2023
Q2 		$2.32K Buy
+34
New +$2.26K ﹤0.01% 488

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Atticus Wealth Management's RLI Position: Q4 2023 in Review

Atticus Wealth Management sold out of RLI Corp (RLI) in Q4 2023, closing a stake of 34 shares — an estimated $2.31K sold.

Atticus Wealth Management first reported a position in RLI in Q2 2023 and held it in 2 quarters. The position peaked at $2.32K in Q2 2023. 357 funds tracked by Wall St. Rank hold RLI as of Q4 2023.

  • Atticus Wealth Management reported no remaining RLI Corp position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 34 RLI Corp shares in Q4 2023, an estimated $2.31K.
  • Atticus Wealth Management first reported a position in RLI Corp in Q2 2023 and held it in 2 quarters.
  • Atticus Wealth Management's RLI Corp position peaked at $2.32K in Q2 2023.
  • 357 funds tracked by Wall St. Rank held RLI Corp as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.