Empower Advisory Group
RLI icon

Empower Advisory Group’s RLI Corp RLI Stock Holding History

Empower Advisory Group’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
-6,789
Closed -$443K – 539
2025
Q3 		$443K Sell
6,789
-252,627
-97% -$17.1M ﹤0.01% 356
2025
Q2 		$18.7M Buy
259,416
+6,342
+3% +$475K 0.06% 135
2025
Q1 		$20.3M Buy
253,074
+6,728
+3% +$512K 0.07% 131
2024
Q4 		$20.3M Buy
246,346
+4,946
+2% +$411K 0.07% 132
2024
Q3 		$18.7M Buy
241,400
+4,314
+2% +$319K 0.06% 130
2024
Q2 		$16.7M Sell
237,086
-2,606
-1% -$187K 0.06% 133
2024
Q1 		$17.8M Sell
239,692
-2,878
-1% -$205K 0.07% 130
2023
Q4 		$16.1M Buy
242,570
+5,778
+2% +$388K 0.06% 138
2023
Q3 		$16.1M Buy
236,792
+2,974
+1% +$201K 0.07% 127
2023
Q2 		$16M Buy
233,818
+3,750
+2% +$249K 0.07% 136
2023
Q1 		$14.7M Buy
+230,068
New +$15.3M 0.07% 138

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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
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $481B AUM 30.42% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return