EWA
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EverSource Wealth Advisors’s RLI Corp RLI Stock Holding History

EverSource Wealth Advisors’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
Q1 		$36.9K Buy
647
+162
+33% +$9.73K ﹤0.01% 2111
2025
Q4 		$31K Sell
485
-111
-19% -$6.97K ﹤0.01% 2083
2025
Q3 		$38.9K Sell
596
-963
-62% -$65.1K ﹤0.01% 1892
2025
Q2 		$113K Buy
1,559
+493
+46% +$37K 0.01% 1141
2025
Q1 		$85.6K Buy
1,066
+72
+7% +$5.48K ﹤0.01% 972
2024
Q4 		$81.9K Buy
994
+318
+47% +$26.4K ﹤0.01% 972
2024
Q3 		$52.3K Buy
676
+184
+37% +$13.6K ﹤0.01% 1052
2024
Q2 		$37.1K Buy
492
+154
+46% +$11K ﹤0.01% 1238
2024
Q1 		$23.9K Buy
+338
New +$24.1K ﹤0.01% 1276
2022
Q3 		– Sell
-92
Closed -$5K – 2105
2022
Q2 		$5K Hold
92
– – ﹤0.01% 1287
2022
Q1 		$5K Buy
+92
New +$4.85K ﹤0.01% 1286

Other funds holding RLI

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return