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Bogart Wealth LLC’s RLI Corp RLI Stock Holding History

Bogart Wealth LLC’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 		$3.99K Hold
70
– – ﹤0.01% 1124
2025
Q4 		$4.48K Buy
70
+8
+13% +$502 ﹤0.01% 1026
2025
Q3 		$4.04K Hold
62
– – ﹤0.01% 1019
2025
Q2 		$4.48K Hold
62
– – ﹤0.01% 959
2025
Q1 		$4.98K Hold
62
– – ﹤0.01% 903
2024
Q4 		$5.11K Hold
62
– – ﹤0.01% 877
2024
Q3 		$4.8K Hold
62
– – ﹤0.01% 840
2024
Q2 		$4.36K Hold
62
– – ﹤0.01% 819
2024
Q1 		$4.6K Hold
62
– – ﹤0.01% 783
2023
Q4 		$4.13K Hold
62
– – ﹤0.01% 792
2023
Q3 		$4.21K Hold
62
– – ﹤0.01% 758
2023
Q2 		$4.23K Hold
62
– – ﹤0.01% 749
2023
Q1 		$4.12K Buy
+62
New +$4.12K ﹤0.01% 757

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