CIBC Private Wealth Group
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CIBC Private Wealth Group’s RLI Corp RLI Stock Holding History

CIBC Private Wealth Group’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 		$57.8K Sell
904
-54
-6% -$3.39K ﹤0.01% 1725
2025
Q3 		$62.5K Buy
958
+708
+283% +$47.9K ﹤0.01% 1690
2025
Q2 		$18.1K Sell
250
-124
-33% -$9.3K ﹤0.01% 2051
2025
Q1 		$27.2K Sell
374
-15,826
-98% -$1.2M ﹤0.01% 1881
2024
Q4 		$1.24M Sell
16,200
-50,344
-76% -$4.18M ﹤0.01% 652
2024
Q3 		$5.16M Buy
66,544
+15,592
+31% +$1.15M 0.01% 425
2024
Q2 		$3.54M Hold
50,952
– – 0.01% 454
2024
Q1 		$3.76M Hold
50,952
– – 0.01% 446
2023
Q4 		$3.39M Buy
50,952
+130
+0.3% +$8.73K 0.01% 435
2023
Q3 		$3.45M Buy
50,822
+34
+0.1% +$2.29K 0.01% 425
2023
Q2 		$3.47M Hold
50,788
– – 0.01% 438
2023
Q1 		$3.38M Hold
50,788
– – 0.01% 443
2022
Q4 		$3.33K Hold
50,788
– – ﹤0.01% 745
2022
Q3 		$2.6M Hold
50,788
– – 0.01% 444
2022
Q2 		$2.96M Sell
50,788
-38,000
-43% -$2.18M 0.01% 432
2022
Q1 		$4.91M Hold
88,788
– – 0.01% 400
2021
Q4 		$4.98M Buy
88,788
+40,000
+82% +$2.17M 0.01% 406
2021
Q3 		$2.45M Hold
48,788
– – 0.01% 480
2021
Q2 		$2.55M Buy
+48,788
New +$2.65M 0.01% 494
2017
Q4 		– Sell
-80,000
Closed -$2.29M – 1976
2017
Q3 		$2.29M Buy
+80,000
New +$2.2M 0.01% 459

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
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $481B AUM 30.42% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

CIBC Private Wealth Group's RLI Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its RLI Corp (RLI) stake by 5.6% in Q4 2025, selling an estimated $3.39K and leaving 904 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

CIBC Private Wealth Group first reported a position in RLI in Q3 2017 and has held it in 20 quarters since. The position peaked at $5.16M in Q3 2024. 436 funds tracked by Wall St. Rank hold RLI as of Q4 2025.

  • CIBC Private Wealth Group held 904 shares of RLI Corp worth $57.8K as of Q4 2025.
  • CIBC Private Wealth Group sold 54 RLI Corp shares in Q4 2025, an estimated $3.39K.
  • RLI Corp made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1725 holding.
  • CIBC Private Wealth Group first reported a position in RLI Corp in Q3 2017 and has held it in 20 quarters since.
  • CIBC Private Wealth Group's RLI Corp position peaked at $5.16M in Q3 2024.
  • 436 funds tracked by Wall St. Rank held RLI Corp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.