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Convergence Investment Partners’s RLI Corp RLI Stock Holding History

Convergence Investment Partners’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
2023
Q1 		– Sell
-1,890
Closed -$124K – 228
2022
Q4 		$124K Buy
+1,890
New +$118K 0.07% 195

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Convergence Investment Partners's RLI Position: Q1 2023 in Review

Convergence Investment Partners sold out of RLI Corp (RLI) in Q1 2023, closing a stake of 1,890 shares — an estimated $124K sold.

Convergence Investment Partners first reported a position in RLI in Q4 2022 and held it in 1 quarter. The position peaked at $124K in Q4 2022. 318 funds tracked by Wall St. Rank hold RLI as of Q1 2023.

  • Convergence Investment Partners reported no remaining RLI Corp position as of Q1 2023 after selling out during the quarter.
  • Convergence Investment Partners sold 1,890 RLI Corp shares in Q1 2023, an estimated $124K.
  • Convergence Investment Partners first reported a position in RLI Corp in Q4 2022 and held it in 1 quarter.
  • Convergence Investment Partners's RLI Corp position peaked at $124K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held RLI Corp as of Q1 2023.

Based on Convergence Investment Partners's 13F filing for Q1 2023, filed 9 May 2023.