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Global Financial Private Client’s RLI Corp RLI Stock Holding History

Global Financial Private Client’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
-14
Closed -$1.13K – 1293
2025
Q1 		$1.13K Buy
14
+10
+250% +$761 ﹤0.01% 1032
2024
Q4 		$330 Buy
+4
New +$332 ﹤0.01% 1085

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
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

Global Financial Private Client's RLI Position: Q2 2025 in Review

Global Financial Private Client sold out of RLI Corp (RLI) in Q2 2025, closing a stake of 14 shares — an estimated $1.13K sold.

Global Financial Private Client first reported a position in RLI in Q4 2024 and held it in 2 quarters. The position peaked at $1.13K in Q1 2025. 430 funds tracked by Wall St. Rank hold RLI as of Q2 2025.

  • Global Financial Private Client reported no remaining RLI Corp position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 14 RLI Corp shares in Q2 2025, an estimated $1.13K.
  • Global Financial Private Client first reported a position in RLI Corp in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's RLI Corp position peaked at $1.13K in Q1 2025.
  • 430 funds tracked by Wall St. Rank held RLI Corp as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.