Focus Financial Network’s RLI Corp RLI Stock Holding History

Focus Financial Network’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 Q4	–	Sell	-3,491	Closed	-$228K	–	756
2025 Q3	$228K	Sell	3,491 -140	-4%	-$9.47K	0.01%	675
2025 Q2	$262K	Hold	3,631	–	–	0.01%	610
2025 Q1	$292K	Sell	3,631 -93	-2%	-$7.08K	0.01%	556
2024 Q4	$307K	Hold	3,724	–	–	0.01%	542
2024 Q3	$289K	Hold	3,724	–	–	0.01%	555
2024 Q2	$267K	Hold	3,724	–	–	0.01%	559
2024 Q1	$255K	Hold	3,724	–	–	0.01%	535
2023 Q4	$248K	Hold	3,724	–	–	0.01%	629
2023 Q3	$253K	Sell	3,724 -582	-14%	-$39.3K	0.01%	511
2023 Q2	$294K	Hold	4,306	–	–	0.02%	470
2023 Q1	$286K	Sell	4,306 -590	-12%	-$39.2K	0.02%	457
2022 Q4	$321K	Hold	4,896	–	–	0.03%	358
2022 Q3	$251K	Hold	4,896	–	–	0.02%	402
2022 Q2	$285K	Sell	4,896 -1,460	-23%	-$83.7K	0.02%	394
2022 Q1	$352K	Buy	+6,356	New	+$335K	0.02%	362
2021 Q1	–	Sell	-7,910	Closed	-$412K	–	502
2020 Q4	$412K	Hold	7,910	–	–	0.04%	295
2020 Q3	$331K	Hold	7,910	–	–	0.03%	321
2020 Q2	$325K	Hold	7,910	–	–	0.04%	292
2020 Q1	$348K	Sell	7,910 -1,550	-16%	-$68.2K	0.05%	259
2019 Q4	$426K	Hold	9,460	–	–	0.05%	266
2019 Q3	$439K	Hold	9,460	–	–	0.06%	244
2019 Q2	$405K	Sell	9,460 -760	-7%	-$31.2K	0.06%	243
2019 Q1	$367K	Buy	+10,220	New	+$352K	0.06%	241

Other funds holding RLI

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return

Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

Focus Financial Network's RLI Position: Q4 2025 in Review

Focus Financial Network sold out of RLI Corp (RLI) in Q4 2025, closing a stake of 3,491 shares — an estimated $228K sold.

Focus Financial Network first reported a position in RLI in Q1 2019 and held it in 23 quarters. The position peaked at $439K in Q3 2019. 437 funds tracked by Wall St. Rank hold RLI as of Q4 2025.

Focus Financial Network reported no remaining RLI Corp position as of Q4 2025 after selling out during the quarter.
Focus Financial Network sold 3,491 RLI Corp shares in Q4 2025, an estimated $228K.
Focus Financial Network first reported a position in RLI Corp in Q1 2019 and held it in 23 quarters.
Focus Financial Network's RLI Corp position peaked at $439K in Q3 2019.
437 funds tracked by Wall St. Rank held RLI Corp as of Q4 2025.

Based on Focus Financial Network's 13F filing for Q4 2025, filed 12 Jan 2026.