Evolution Wealth Advisors’s RLI Corp RLI Stock Holding History

Evolution 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
2021 Q2	–	Sell	-140	Closed	-$8K	–	664
2021 Q1	$8K	Buy	+140	New	+$7.43K	﹤0.01%	461

Other funds holding RLI

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Evolution Wealth Advisors's RLI Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of RLI Corp (RLI) in Q2 2021, closing a stake of 140 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in RLI in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 280 funds tracked by Wall St. Rank hold RLI as of Q2 2021.

Evolution Wealth Advisors reported no remaining RLI Corp position as of Q2 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 140 RLI Corp shares in Q2 2021, an estimated $8K.
Evolution Wealth Advisors first reported a position in RLI Corp in Q1 2021 and held it in 1 quarter.
Evolution Wealth Advisors's RLI Corp position peaked at $8K in Q1 2021.
280 funds tracked by Wall St. Rank held RLI Corp as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.