Creative Planning’s RLI Corp RLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.06M | Sell |
88,719
-19,893
| -18% | -$1.19M | ﹤0.01% | 1189 |
|
|
2025
Q4 | $6.95M | Buy |
108,612
+49,850
| +85% | +$3.13M | 0.01% | 792 |
|
|
2025
Q3 | $3.83M | Buy |
58,762
+12,548
| +27% | +$849K | ﹤0.01% | 1039 |
|
|
2025
Q2 | $3.34M | Buy |
46,214
+11,823
| +34% | +$886K | ﹤0.01% | 974 |
|
|
2025
Q1 | $2.76M | Sell |
34,391
-687
| -2% | -$52.3K | ﹤0.01% | 987 |
|
|
2024
Q4 | $2.89M | Sell |
35,078
-2,094
| -6% | -$174K | ﹤0.01% | 922 |
|
|
2024
Q3 | $2.88M | Buy |
37,172
+888
| +2% | +$65.7K | ﹤0.01% | 881 |
|
|
2024
Q2 | $2.55M | Buy |
36,284
+1,176
| +3% | +$84.2K | ﹤0.01% | 881 |
|
|
2024
Q1 | $2.61M | Buy |
35,108
+568
| +2% | +$40.5K | ﹤0.01% | 862 |
|
|
2023
Q4 | $2.3M | Sell |
34,540
-1,704
| -5% | -$114K | ﹤0.01% | 867 |
|
|
2023
Q3 | $2.46M | Sell |
36,244
-128
| -0.4% | -$8.64K | ﹤0.01% | 771 |
|
|
2023
Q2 | $2.48M | Buy |
36,372
+2,542
| +8% | +$169K | ﹤0.01% | 726 |
|
|
2023
Q1 | $2.25M | Buy |
33,830
+640
| +2% | +$42.5K | ﹤0.01% | 742 |
|
|
2022
Q4 | $2.18M | Sell |
33,190
-590
| -2% | -$36.7K | ﹤0.01% | 723 |
|
|
2022
Q3 | $1.73M | Buy |
33,780
+1,196
| +4% | +$66.9K | ﹤0.01% | 749 |
|
|
2022
Q2 | $1.9M | Buy |
32,584
+2,108
| +7% | +$121K | ﹤0.01% | 734 |
|
|
2022
Q1 | $1.69M | Buy |
30,476
+130
| +0.4% | +$6.86K | ﹤0.01% | 771 |
|
|
2021
Q4 | $1.7M | Buy |
30,346
+452
| +2% | +$24.5K | ﹤0.01% | 741 |
|
|
2021
Q3 | $1.5M | Buy |
29,894
+112
| +0.4% | +$5.96K | ﹤0.01% | 771 |
|
|
2021
Q2 | $1.56M | Buy |
29,782
+118
| +0.4% | +$6.41K | ﹤0.01% | 766 |
|
|
2021
Q1 | $1.66M | Buy |
29,664
+362
| +1% | +$19.2K | ﹤0.01% | 804 |
|
|
2020
Q4 | $1.53M | Buy |
29,302
+150
| +0.5% | +$7.19K | ﹤0.01% | 771 |
|
|
2020
Q3 | $1.22M | Buy |
29,152
+2
| +0% | +$88 | ﹤0.01% | 729 |
|
|
2020
Q2 | $1.2M | Sell |
29,150
-18
| -0.1% | -$710 | ﹤0.01% | 678 |
|
|
2020
Q1 | $1.28M | Sell |
29,168
-2,008
| -6% | -$88.3K | ﹤0.01% | 556 |
|
|
2019
Q4 | $1.4M | Buy |
31,176
+2,012
| +7% | +$94.5K | ﹤0.01% | 649 |
|
|
2019
Q3 | $1.35M | Buy |
29,164
+2
| +0% | +$90 | ﹤0.01% | 634 |
|
|
2019
Q2 | $1.25M | Buy |
29,162
+340
| +1% | +$14K | ﹤0.01% | 675 |
|
|
2019
Q1 | $1.03M | Sell |
28,822
-326
| -1% | -$11.2K | ﹤0.01% | 725 |
|
|
2018
Q4 | $1M | Sell |
29,148
-88
| -0.3% | -$3.2K | ﹤0.01% | 668 |
|
|
2018
Q3 | $1.15M | Sell |
29,236
-5,132
| -15% | -$192K | ﹤0.01% | 705 |
|
|
2018
Q2 | $1.14M | Buy |
34,368
+378
| +1% | +$12.4K | ﹤0.01% | 687 |
|
|
2018
Q1 | $1.08M | Sell |
33,990
-198
| -0.6% | -$6.12K | ﹤0.01% | 695 |
|
|
2017
Q4 | $1.04M | Sell |
34,188
-4,866
| -12% | -$143K | ﹤0.01% | 716 |
|
|
2017
Q3 | $1.12M | Buy |
39,054
+2,630
| +7% | +$72.3K | 0.01% | 657 |
|
|
2017
Q2 | $995K | Sell |
36,424
-56
| -0.2% | -$1.57K | 0.01% | 696 |
|
|
2017
Q1 | $1.09M | Hold |
36,480
| – | – | 0.01% | 628 |
|
|
2016
Q4 | $1.15M | Buy |
36,480
+694
| +2% | +$21.5K | 0.01% | 573 |
|
|
2016
Q3 | $1.22M | Buy |
35,786
+782
| +2% | +$26.9K | 0.01% | 529 |
|
|
2016
Q2 | $1.2M | Buy |
35,004
+21,544
| +160% | +$701K | 0.01% | 466 |
|
|
2016
Q1 | $450K | Sell |
13,460
-694
| -5% | -$21.8K | ﹤0.01% | 794 |
|
|
2015
Q4 | $437K | Buy |
14,154
+410
| +3% | +$12.2K | ﹤0.01% | 829 |
|
|
2015
Q3 | $368K | Buy |
+13,744
| New | +$373K | ﹤0.01% | 872 |
|
|
2015
Q2 | – | Sell |
-13,230
| Closed | -$347K | – | 2600 |
|
|
2015
Q1 | $347K | Buy |
13,230
+12,000
| +976% | +$296K | ﹤0.01% | 921 |
|
|
2014
Q4 | $30K | Buy |
1,230
+182
| +17% | +$4.29K | ﹤0.01% | 2350 |
|
|
2014
Q3 | $23K | Sell |
1,048
-156
| -13% | -$3.48K | ﹤0.01% | 2455 |
|
|
2014
Q2 | $28K | Buy |
1,204
+156
| +15% | +$3.45K | ﹤0.01% | 2280 |
|
|
2014
Q1 | $23K | Sell |
1,048
-100
| -9% | -$2.19K | ﹤0.01% | 2284 |
|
|
2013
Q4 | $28K | Buy |
1,148
+100
| +10% | +$2.37K | ﹤0.01% | 1998 |
|
|
2013
Q3 | $23K | Buy |
1,048
+408
| +64% | +$8.36K | ﹤0.01% | 2016 |
|
|
2013
Q2 | $12K | Buy |
+640
| New | +$11.8K | ﹤0.01% | 2188 |
|
Other funds holding RLI
VPM
VCM
WA
MG
