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Edgestream Partners’s RLI Corp RLI Stock Holding History

Edgestream 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
2025
Q4 		– Sell
-100,245
Closed -$6.54M – 1115
2025
Q3 		$6.54M Buy
+100,245
New +$6.78M 0.19% 172
2024
Q4 		– Sell
-62,924
Closed -$4.88M – 1045
2024
Q3 		$4.88M Sell
62,924
-14,244
-18% -$1.05M 0.21% 144
2024
Q2 		$5.43M Buy
77,168
+10,334
+15% +$740K 0.26% 101
2024
Q1 		$4.96M Buy
66,834
+55,546
+492% +$3.96M 0.25% 105
2023
Q4 		$751K Sell
11,288
-15,510
-58% -$1.04M 0.05% 506
2023
Q3 		$1.82M Buy
26,798
+22,062
+466% +$1.49M 0.15% 223
2023
Q2 		$323K Buy
+4,736
New +$315K 0.03% 619
2022
Q4 		– Sell
-71,806
Closed -$3.68M – 618
2022
Q3 		$3.68M Sell
71,806
-10,366
-13% -$580K 0.28% 122
2022
Q2 		$4.79M Buy
82,172
+15,348
+23% +$880K 0.38% 73
2022
Q1 		$3.7M Sell
66,824
-11,052
-14% -$583K 0.29% 106
2021
Q4 		$4.37M Sell
77,876
-28,184
-27% -$1.53M 0.27% 112
2021
Q3 		$5.32M Buy
106,060
+9,900
+10% +$527K 0.33% 99
2021
Q2 		$5.03M Buy
+96,160
New +$5.23M 0.3% 116

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

Edgestream Partners's RLI Position: Q4 2025 in Review

Edgestream Partners sold out of RLI Corp (RLI) in Q4 2025, closing a stake of 100,245 shares — an estimated $6.54M sold.

Edgestream Partners first reported a position in RLI in Q2 2021 and held it in 13 quarters. The position peaked at $6.54M in Q3 2025. 437 funds tracked by Wall St. Rank hold RLI as of Q4 2025.

  • Edgestream Partners reported no remaining RLI Corp position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 100,245 RLI Corp shares in Q4 2025, an estimated $6.54M.
  • Edgestream Partners first reported a position in RLI Corp in Q2 2021 and held it in 13 quarters.
  • Edgestream Partners's RLI Corp position peaked at $6.54M in Q3 2025.
  • 437 funds tracked by Wall St. Rank held RLI Corp as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.