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Destiny Wealth Partners’s RLI Corp RLI Stock Holding History

Destiny Wealth 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
Q2 		– Sell
-4,000
Closed -$266K – 190
2023
Q1 		$266K Sell
4,000
-732
-15% -$48.6K 0.06% 156
2022
Q4 		$311K Sell
4,732
-578
-11% -$35.9K 0.07% 147
2022
Q3 		$272K Buy
5,310
+1,446
+37% +$80.8K 0.06% 150
2022
Q2 		$225K Buy
3,864
+2,098
+119% +$120K 0.05% 153
2022
Q1 		$98K Buy
1,766
+626
+55% +$33K 0.02% 249
2021
Q4 		$64K Buy
+1,140
New +$61.7K 0.01% 285

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Destiny Wealth Partners's RLI Position: Q2 2023 in Review

Destiny Wealth Partners sold out of RLI Corp (RLI) in Q2 2023, closing a stake of 4,000 shares — an estimated $266K sold.

Destiny Wealth Partners first reported a position in RLI in Q4 2021 and held it in 6 quarters. The position peaked at $311K in Q4 2022. 359 funds tracked by Wall St. Rank hold RLI as of Q2 2023.

  • Destiny Wealth Partners reported no remaining RLI Corp position as of Q2 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 4,000 RLI Corp shares in Q2 2023, an estimated $266K.
  • Destiny Wealth Partners first reported a position in RLI Corp in Q4 2021 and held it in 6 quarters.
  • Destiny Wealth Partners's RLI Corp position peaked at $311K in Q4 2022.
  • 359 funds tracked by Wall St. Rank held RLI Corp as of Q2 2023.

Based on Destiny Wealth Partners's 13F filing for Q2 2023, filed 26 Jul 2023.