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Belpointe Asset Management’s RLI Corp RLI Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-368
Closed -$24.5K – 2759
2023
Q1 		$24.5K Hold
368
– – ﹤0.01% 2190
2022
Q4 		$24.2K Buy
+368
New +$22.9K ﹤0.01% 2048

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Belpointe Asset Management's RLI Position: Q2 2023 in Review

Belpointe Asset Management sold out of RLI Corp (RLI) in Q2 2023, closing a stake of 368 shares — an estimated $24.5K sold.

Belpointe Asset Management first reported a position in RLI in Q4 2022 and held it in 2 quarters. The position peaked at $24.5K in Q1 2023. 359 funds tracked by Wall St. Rank hold RLI as of Q2 2023.

  • Belpointe Asset Management reported no remaining RLI Corp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 368 RLI Corp shares in Q2 2023, an estimated $24.5K.
  • Belpointe Asset Management first reported a position in RLI Corp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's RLI Corp position peaked at $24.5K in Q1 2023.
  • 359 funds tracked by Wall St. Rank held RLI Corp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.