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GeoWealth Management’s RLI Corp RLI Stock Holding History

GeoWealth Management’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
Q3 		– Sell
-57
Closed -$4.12K – 1120
2025
Q2 		$4.12K Buy
57
+21
+58% +$1.57K ﹤0.01% 1155
2025
Q1 		$2.89K Sell
36
-76
-68% -$5.78K ﹤0.01% 1023
2024
Q4 		$9.23K Sell
112
-26
-19% -$2.16K ﹤0.01% 1497
2024
Q3 		$10.7K Buy
+138
New +$10.2K ﹤0.01% 1361

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $11.9B AUM 10.84% 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
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

GeoWealth Management's RLI Position: Q3 2025 in Review

GeoWealth Management sold out of RLI Corp (RLI) in Q3 2025, closing a stake of 57 shares — an estimated $4.12K sold.

GeoWealth Management first reported a position in RLI in Q3 2024 and held it in 4 quarters. The position peaked at $10.7K in Q3 2024. 433 funds tracked by Wall St. Rank hold RLI as of Q3 2025.

  • GeoWealth Management reported no remaining RLI Corp position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 57 RLI Corp shares in Q3 2025, an estimated $4.12K.
  • GeoWealth Management first reported a position in RLI Corp in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's RLI Corp position peaked at $10.7K in Q3 2024.
  • 433 funds tracked by Wall St. Rank held RLI Corp as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.