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Everhart Financial Group’s RLI Corp RLI Stock Holding History

Everhart Financial 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
Q3 		– Sell
-3,515
Closed -$254K – 399
2025
Q2 		$254K Buy
3,515
+58
+2% +$4.35K 0.03% 300
2025
Q1 		$278K Buy
3,457
+191
+6% +$14.5K 0.04% 284
2024
Q4 		$269K Buy
3,266
+296
+10% +$24.6K 0.06% 266
2024
Q3 		$230K Buy
+2,970
New +$220K 0.05% 296

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
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Everhart Financial Group's RLI Position: Q3 2025 in Review

Everhart Financial Group sold out of RLI Corp (RLI) in Q3 2025, closing a stake of 3,515 shares — an estimated $254K sold.

Everhart Financial Group first reported a position in RLI in Q3 2024 and held it in 4 quarters. The position peaked at $278K in Q1 2025. 433 funds tracked by Wall St. Rank hold RLI as of Q3 2025.

  • Everhart Financial Group reported no remaining RLI Corp position as of Q3 2025 after selling out during the quarter.
  • Everhart Financial Group sold 3,515 RLI Corp shares in Q3 2025, an estimated $254K.
  • Everhart Financial Group first reported a position in RLI Corp in Q3 2024 and held it in 4 quarters.
  • Everhart Financial Group's RLI Corp position peaked at $278K in Q1 2025.
  • 433 funds tracked by Wall St. Rank held RLI Corp as of Q3 2025.

Based on Everhart Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.