FSC Wealth Advisors’s RLI Corp RLI Stock Holding History

FSC 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
2025 Q1	–	Sell	-24	Closed	-$1.98K	–	308
2024 Q4	$1.98K	Hold	24	–	–	﹤0.01%	259
2024 Q3	$1.86K	Hold	24	–	–	﹤0.01%	253
2024 Q2	$1.69K	Buy	+24	New	+$1.72K	﹤0.01%	261

Other funds holding RLI

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return

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

FSC Wealth Advisors's RLI Position: Q1 2025 in Review

FSC Wealth Advisors sold out of RLI Corp (RLI) in Q1 2025, closing a stake of 24 shares — an estimated $1.98K sold.

FSC Wealth Advisors first reported a position in RLI in Q2 2024 and held it in 3 quarters. The position peaked at $1.98K in Q4 2024. 421 funds tracked by Wall St. Rank hold RLI as of Q1 2025.

FSC Wealth Advisors reported no remaining RLI Corp position as of Q1 2025 after selling out during the quarter.
FSC Wealth Advisors sold 24 RLI Corp shares in Q1 2025, an estimated $1.98K.
FSC Wealth Advisors first reported a position in RLI Corp in Q2 2024 and held it in 3 quarters.
FSC Wealth Advisors's RLI Corp position peaked at $1.98K in Q4 2024.
421 funds tracked by Wall St. Rank held RLI Corp as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.