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DiNuzzo Private Wealth’s RLI Corp RLI Stock Holding History

DiNuzzo 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
Q2 		$709 Sell
12
-1
-8% -$54 ﹤0.01% 999
2026
Q1 		$742 Sell
13
-2
-13% -$120 ﹤0.01% 971
2025
Q4 		$960 Buy
15
+1
+7% +$63 ﹤0.01% 885
2025
Q3 		$949 Sell
14
-2
-13% -$135 ﹤0.01% 890
2025
Q2 		$1.16K Buy
16
+2
+14% +$150 ﹤0.01% 807
2025
Q1 		$1.13K Hold
14
– – ﹤0.01% 782
2024
Q4 		$1.15K Sell
14
-2
-13% -$166 ﹤0.01% 797
2024
Q3 		$1.24K Buy
16
+2
+14% +$148 ﹤0.01% 781
2024
Q2 		$985 Buy
14
+2
+17% +$143 ﹤0.01% 804
2024
Q1 		$891 Sell
12
-2
-14% -$143 ﹤0.01% 782
2023
Q4 		$932 Buy
+14
New +$940 ﹤0.01% 732

Other funds holding RLI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return