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Coppell Advisory Solutions’s RLI Corp RLI Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-29,856
Closed -$1.93M – 277
2025
Q4 		$1.93M Buy
+29,856
New +$1.88M 0.19% 109
2025
Q1 		– Sell
-86
Closed -$7.08K – 1515
2024
Q4 		$7.08K Buy
86
+62
+258% +$5.15K ﹤0.01% 1231
2024
Q3 		$1.85K Hold
24
– – ﹤0.01% 1460
2024
Q2 		$1.69K Buy
+24
New +$1.72K ﹤0.01% 1409
2023
Q4 		$1.6K Buy
+24
New +$1.61K ﹤0.01% 1332
2023
Q3 		– Sell
-24
Closed -$1.63K – 1479
2023
Q2 		$1.63K Buy
+24
New +$1.59K ﹤0.01% 1045

Other funds holding RLI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
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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 $1.02T AUM 30.18% 1-Year Est. Return