Benedict Financial Advisors’s RLI Corp RLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.68M | Sell |
29,401
-1,274
| -4% | -$76.5K | 0.35% | 90 |
|
|
2025
Q4 | $1.96M | Buy |
30,675
+750
| +3% | +$47.1K | 0.41% | 85 |
|
|
2025
Q3 | $1.95M | Sell |
29,925
-615
| -2% | -$41.6K | 0.42% | 82 |
|
|
2025
Q2 | $2.21M | Sell |
30,540
-81
| -0.3% | -$6.07K | 0.5% | 72 |
|
|
2025
Q1 | $2.46M | Sell |
30,621
-469
| -2% | -$35.7K | 0.57% | 65 |
|
|
2024
Q4 | $2.56M | Sell |
31,090
-238
| -0.8% | -$19.8K | 0.62% | 63 |
|
|
2024
Q3 | $2.43M | Sell |
31,328
-198
| -0.6% | -$14.6K | 0.57% | 67 |
|
|
2024
Q2 | $2.22M | Sell |
31,526
-392
| -1% | -$28.1K | 0.56% | 67 |
|
|
2024
Q1 | $2.37M | Sell |
31,918
-454
| -1% | -$32.3K | 0.6% | 61 |
|
|
2023
Q4 | $2.15M | Buy |
32,372
+64
| +0.2% | +$4.3K | 0.59% | 65 |
|
|
2023
Q3 | $2.2M | Sell |
32,308
-238
| -0.7% | -$16.1K | 0.63% | 59 |
|
|
2023
Q2 | $2.22M | Buy |
32,546
+142
| +0.4% | +$9.44K | 0.61% | 61 |
|
|
2023
Q1 | $2.15M | Buy |
32,404
+554
| +2% | +$36.8K | 0.61% | 57 |
|
|
2022
Q4 | $2.09M | Buy |
31,850
+436
| +1% | +$27.1K | 0.62% | 56 |
|
|
2022
Q3 | $1.61M | Sell |
31,414
-478
| -1% | -$26.7K | 0.51% | 64 |
|
|
2022
Q2 | $1.86M | Buy |
31,892
+84
| +0.3% | +$4.82K | 0.55% | 61 |
|
|
2022
Q1 | $1.76M | Sell |
31,808
-40
| -0.1% | -$2.11K | 0.47% | 72 |
|
|
2021
Q4 | $1.78M | Sell |
31,848
-402
| -1% | -$21.8K | 0.47% | 76 |
|
|
2021
Q3 | $1.62M | Buy |
32,250
+84
| +0.3% | +$4.47K | 0.45% | 75 |
|
|
2021
Q2 | $1.68M | Sell |
32,166
-470
| -1% | -$25.5K | 0.47% | 73 |
|
|
2021
Q1 | $1.82M | Sell |
32,636
-132
| -0.4% | -$7.01K | 0.53% | 69 |
|
|
2020
Q4 | $1.71M | Buy |
32,768
+66
| +0.2% | +$3.16K | 0.61% | 55 |
|
|
2020
Q3 | $1.37M | Sell |
32,702
-180
| -0.5% | -$7.89K | 0.53% | 62 |
|
|
2020
Q2 | $1.35M | Sell |
32,882
-96
| -0.3% | -$3.79K | 0.56% | 59 |
|
|
2020
Q1 | $1.45M | Sell |
32,978
-910
| -3% | -$40K | 0.68% | 51 |
|
|
2019
Q4 | $1.52M | Sell |
33,888
-318
| -0.9% | -$14.9K | 0.59% | 51 |
|
|
2019
Q3 | $1.59M | Sell |
34,206
-1,356
| -4% | -$61.4K | 0.65% | 54 |
|
|
2019
Q2 | $1.52M | Sell |
35,562
-682
| -2% | -$28K | 0.64% | 53 |
|
|
2019
Q1 | $1.3M | Sell |
36,244
-528
| -1% | -$18.2K | 0.56% | 58 |
|
|
2018
Q4 | $1.27M | Sell |
36,772
-34
| -0.1% | -$1.24K | 0.63% | 56 |
|
|
2018
Q3 | $1.45M | Sell |
36,806
-1,072
| -3% | -$40.2K | 0.65% | 53 |
|
|
2018
Q2 | $1.25M | Sell |
37,878
-444
| -1% | -$14.6K | 0.62% | 55 |
|
|
2018
Q1 | $1.22M | Sell |
38,322
-1,376
| -3% | -$42.5K | 0.61% | 55 |
|
|
2017
Q4 | $1.2M | Sell |
39,698
-578
| -1% | -$17K | 0.58% | 58 |
|
|
2017
Q3 | $1.16M | Sell |
40,276
-280
| -0.7% | -$7.7K | 0.59% | 57 |
|
|
2017
Q2 | $1.17M | Buy |
40,556
+24
| +0.1% | +$675 | 0.61% | 55 |
|
|
2017
Q1 | $1.22M | Sell |
40,532
-496
| -1% | -$14.7K | 0.66% | 50 |
|
|
2016
Q4 | $1.29M | Sell |
41,028
-258
| -0.6% | -$7.99K | 0.75% | 46 |
|
|
2016
Q3 | $1.39M | Sell |
41,286
-2,032
| -5% | -$69.9K | 0.81% | 46 |
|
|
2016
Q2 | $1.48M | Sell |
43,318
-248
| -0.6% | -$8.07K | 0.87% | 44 |
|
|
2016
Q1 | $1.46M | Buy |
43,566
+328
| +0.8% | +$10.3K | 0.89% | 47 |
|
|
2015
Q4 | $1.33M | Buy |
43,238
+866
| +2% | +$25.8K | 0.85% | 46 |
|
|
2015
Q3 | $1.13M | Sell |
42,372
-416
| -1% | -$11.3K | 0.79% | 47 |
|
|
2015
Q2 | $1.19M | Sell |
42,788
-1,818
| -4% | -$45.8K | 0.78% | 48 |
|
|
2015
Q1 | $1.16M | Buy |
44,606
+514
| +1% | +$12.7K | 0.74% | 49 |
|
|
2014
Q4 | $1.09M | Buy |
+44,092
| New | +$1.04M | 0.72% | 49 |
|
Other funds holding RLI
VPM
VCM
WA
MG
