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FORA Capital’s RLI Corp RLI Stock Holding History

FORA Capital’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
2024
Q4 		– Sell
-4,872
Closed -$378K – 557
2024
Q3 		$378K Buy
+4,872
New +$360K 0.04% 333
2024
Q1 		– Sell
-5,026
Closed -$335K – 545
2023
Q4 		$335K Buy
+5,026
New +$338K 0.03% 380
2023
Q3 		– Sell
-5,992
Closed -$409K – 563
2023
Q2 		$409K Buy
+5,992
New +$398K 0.06% 250
2020
Q4 		– Sell
-804
Closed -$34K – 1106
2020
Q3 		$34K Buy
+804
New +$35.3K 0.02% 503
2020
Q2 		– Sell
-1,770
Closed -$78K – 1244
2020
Q1 		$78K Buy
+1,770
New +$77.9K 0.02% 670

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 $3.38T AUM 44.17% 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 $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FORA Capital's RLI Position: Q4 2024 in Review

FORA Capital sold out of RLI Corp (RLI) in Q4 2024, closing a stake of 4,872 shares — an estimated $378K sold.

FORA Capital first reported a position in RLI in Q1 2020 and held it in 5 quarters. The position peaked at $409K in Q2 2023. 433 funds tracked by Wall St. Rank hold RLI as of Q4 2024.

  • FORA Capital reported no remaining RLI Corp position as of Q4 2024 after selling out during the quarter.
  • FORA Capital sold 4,872 RLI Corp shares in Q4 2024, an estimated $378K.
  • FORA Capital first reported a position in RLI Corp in Q1 2020 and held it in 5 quarters.
  • FORA Capital's RLI Corp position peaked at $409K in Q2 2023.
  • 433 funds tracked by Wall St. Rank held RLI Corp as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.