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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s RLI Corp RLI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		– Sell
-15
Closed -$1.21K – 525
2025
Q1 		$1.21K Buy
+15
New +$1.14K ﹤0.01% 434

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $13.1B AUM 15.62% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s RLI Position: Q2 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of RLI Corp (RLI) in Q2 2025, closing a stake of 15 shares — an estimated $1.21K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in RLI in Q1 2025 and held it in 1 quarter. The position peaked at $1.21K in Q1 2025. 430 funds tracked by Wall St. Rank hold RLI as of Q2 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining RLI Corp position as of Q2 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 15 RLI Corp shares in Q2 2025, an estimated $1.21K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in RLI Corp in Q1 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s RLI Corp position peaked at $1.21K in Q1 2025.
  • 430 funds tracked by Wall St. Rank held RLI Corp as of Q2 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2025, filed 7 Aug 2026.