Corient Private Wealth
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Corient Private Wealth’s RLI Corp RLI Stock Holding History

Corient Private Wealth’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 		$1.66M Sell
29,125
-40,771
-58% -$2.45M ﹤0.01% 1362
2025
Q4 		$4.48M Buy
69,896
+33,229
+91% +$2.09M ﹤0.01% 1104
2025
Q3 		$2.39M Buy
36,667
+3,553
+11% +$240K ﹤0.01% 989
2025
Q2 		$2.39M Sell
33,114
-772
-2% -$57.9K ﹤0.01% 956
2025
Q1 		$2.72M Sell
33,886
-644
-2% -$49K ﹤0.01% 869
2024
Q4 		$2.85M Buy
34,530
+394
+1% +$32.7K ﹤0.01% 874
2024
Q3 		$2.65M Buy
34,136
+648
+2% +$47.9K ﹤0.01% 976
2024
Q2 		$2.36M Buy
33,488
+34
+0.1% +$2.43K ﹤0.01% 962
2024
Q1 		$2.48M Sell
33,454
-7,546
-18% -$538K ﹤0.01% 932
2023
Q4 		$2.73M Buy
41,000
+15,964
+64% +$1.07M 0.01% 875
2023
Q3 		$1.7M Buy
25,036
+20,162
+414% +$1.36M ﹤0.01% 976
2023
Q2 		$333K Buy
4,874
+82
+2% +$5.45K ﹤0.01% 1647
2023
Q1 		$318K Buy
+4,792
New +$318K ﹤0.01% 1583

Other funds holding RLI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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