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Burney Company’s RLI Corp RLI Stock Holding History

Burney Company’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
2025
Q4 		– Sell
-3,550
Closed -$232K – 633
2025
Q3 		$232K Sell
3,550
-1,075
-23% -$72.7K 0.01% 547
2025
Q2 		$334K Sell
4,625
-20
-0.4% -$1.5K 0.01% 480
2025
Q1 		$373K Sell
4,645
-135
-3% -$10.3K 0.01% 458
2024
Q4 		$394K Buy
+4,780
New +$397K 0.01% 460

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

Burney Company's RLI Position: Q4 2025 in Review

Burney Company sold out of RLI Corp (RLI) in Q4 2025, closing a stake of 3,550 shares — an estimated $232K sold.

Burney Company first reported a position in RLI in Q4 2024 and held it in 4 quarters. The position peaked at $394K in Q4 2024. 437 funds tracked by Wall St. Rank hold RLI as of Q4 2025.

  • Burney Company reported no remaining RLI Corp position as of Q4 2025 after selling out during the quarter.
  • Burney Company sold 3,550 RLI Corp shares in Q4 2025, an estimated $232K.
  • Burney Company first reported a position in RLI Corp in Q4 2024 and held it in 4 quarters.
  • Burney Company's RLI Corp position peaked at $394K in Q4 2024.
  • 437 funds tracked by Wall St. Rank held RLI Corp as of Q4 2025.

Based on Burney Company's 13F filing for Q4 2025, filed 23 Jan 2026.