Capstone Investment Advisors
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Capstone Investment Advisors’s RLI Corp RLI Stock Holding History

Capstone Investment 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
2025
Q4 		– Sell
-7,270
Closed -$474K – 1975
2025
Q3 		$474K Buy
+7,270
New +$492K ﹤0.01% 1409
2023
Q4 		– Sell
-3,236
Closed -$220K – 2356
2023
Q3 		$220K Buy
+3,236
New +$218K ﹤0.01% 1765
2017
Q4 		– Sell
-7,590
Closed -$217K – 630
2017
Q3 		$217K Buy
+7,590
New +$209K 0.01% 456
2016
Q4 		– Sell
-15,744
Closed -$538K – 1081
2016
Q3 		$538K Buy
15,744
+2,146
+16% +$73.8K 0.01% 505
2016
Q2 		$467K Sell
13,598
-402
-3% -$13.1K 0.01% 482
2016
Q1 		$468K Buy
+14,000
New +$440K 0.01% 433

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 $15.3B AUM 25.06% 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

Capstone Investment Advisors's RLI Position: Q4 2025 in Review

Capstone Investment Advisors sold out of RLI Corp (RLI) in Q4 2025, closing a stake of 7,270 shares — an estimated $474K sold.

Capstone Investment Advisors first reported a position in RLI in Q1 2016 and held it in 6 quarters. The position peaked at $538K in Q3 2016. 437 funds tracked by Wall St. Rank hold RLI as of Q4 2025.

  • Capstone Investment Advisors reported no remaining RLI Corp position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 7,270 RLI Corp shares in Q4 2025, an estimated $474K.
  • Capstone Investment Advisors first reported a position in RLI Corp in Q1 2016 and held it in 6 quarters.
  • Capstone Investment Advisors's RLI Corp position peaked at $538K in Q3 2016.
  • 437 funds tracked by Wall St. Rank held RLI Corp as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.