Financial Management Professionals’s RLI Corp RLI Stock Holding History

Financial Management Professionals’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 Q2	$827	Hold	14	–	–	﹤0.01%	895
2026 Q1	$799	Hold	14	–	–	﹤0.01%	830
2025 Q4	$896	Hold	14	–	–	﹤0.01%	806
2025 Q3	$913	Hold	14	–	–	﹤0.01%	788
2025 Q2	$1.01K	Hold	14	–	–	﹤0.01%	827
2025 Q1	$1.13K	Hold	14	–	–	﹤0.01%	802
2024 Q4	$1.15K	Hold	14	–	–	﹤0.01%	792
2024 Q3	$1K	Hold	14	–	–	﹤0.01%	874
2024 Q2	$1K	Hold	14	–	–	﹤0.01%	834
2024 Q1	$1K	Hold	14	–	–	﹤0.01%	891
2023 Q4	$1K	Hold	14	–	–	﹤0.01%	879
2023 Q3	$1K	Hold	14	–	–	﹤0.01%	825
2023 Q2	$1K	Hold	14	–	–	﹤0.01%	867
2023 Q1	$1K	Hold	14	–	–	﹤0.01%	929
2022 Q4	$1K	Hold	14	–	–	﹤0.01%	859
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	859
2022 Q2	$1K	Sell	14 -42	-75%	-$2.41K	﹤0.01%	873
2022 Q1	$3K	Hold	56	–	–	﹤0.01%	736
2021 Q4	$3K	Hold	56	–	–	﹤0.01%	681
2021 Q3	$3K	Hold	56	–	–	﹤0.01%	675
2021 Q2	$3K	Buy	+56	New	+$3.04K	﹤0.01%	620

Other funds holding RLI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return