B. Riley Wealth Advisors’s RLI Corp RLI Stock Holding History

B. Riley Wealth Advisors’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 Q3	–	Sell	-4,618	Closed	-$325K	–	1406
2024 Q2	$325K	Buy	4,618 +802	+21%	+$57.4K	0.01%	996
2024 Q1	$259K	Buy	3,816 +766	+25%	+$54.6K	0.01%	1123
2023 Q4	$203K	Sell	3,050 -766	-20%	-$51.4K	0.01%	1255
2023 Q3	$259K	Buy	+3,816	New	+$258K	0.01%	1123
2016 Q4	–	Sell	-8,056	Closed	-$276K	–	619
2016 Q3	$276K	Sell	8,056 -620	-7%	-$21.3K	0.05%	431
2016 Q2	$299K	Sell	8,676 -514	-6%	-$16.7K	0.06%	395
2016 Q1	$307K	Buy	+9,190	New	+$289K	0.07%	347
2015 Q1	–	Sell	-3,418	Closed	-$84	–	1674
2014 Q4	$84	Buy	+3,418	New	+$80.6K	﹤0.01%	1824
2014 Q3	–	Sell	-2,548	Closed	-$58.3K	–	1622
2014 Q2	$58.3K	Buy	+2,548	New	+$56.3K	0.01%	967

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

B. Riley Wealth Advisors's RLI Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of RLI Corp (RLI) in Q3 2024, closing a stake of 4,618 shares — an estimated $325K sold.

B. Riley Wealth Advisors first reported a position in RLI in Q2 2014 and held it in 9 quarters. The position peaked at $325K in Q2 2024. 398 funds tracked by Wall St. Rank hold RLI as of Q3 2024.

B. Riley Wealth Advisors reported no remaining RLI Corp position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,618 RLI Corp shares in Q3 2024, an estimated $325K.
B. Riley Wealth Advisors first reported a position in RLI Corp in Q2 2014 and held it in 9 quarters.
B. Riley Wealth Advisors's RLI Corp position peaked at $325K in Q2 2024.
398 funds tracked by Wall St. Rank held RLI Corp as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.