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Greenleaf Trust’s RLI Corp RLI Stock Holding History

Greenleaf Trust’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
2026
Q1 		– Sell
-3,475
Closed -$222K – 847
2025
Q4 		$222K Sell
3,475
-182
-5% -$11.4K ﹤0.01% 761
2025
Q3 		$239K Buy
3,657
+612
+20% +$41.4K ﹤0.01% 726
2025
Q2 		$220K Buy
3,045
+45
+2% +$3.37K ﹤0.01% 739
2025
Q1 		$241K Buy
3,000
+14
+0.5% +$1.06K ﹤0.01% 715
2024
Q4 		$246K Buy
2,986
+92
+3% +$7.64K ﹤0.01% 719
2024
Q3 		$224K Buy
2,894
+12
+0.4% +$887 ﹤0.01% 766
2024
Q2 		$203K Buy
2,882
+16
+0.6% +$1.15K ﹤0.01% 759
2024
Q1 		$213K Sell
2,866
-440
-13% -$31.4K ﹤0.01% 731
2023
Q4 		$220K Sell
3,306
-2
-0.1% -$134 ﹤0.01% 696
2023
Q3 		$225K Sell
3,308
-1,260
-28% -$85K ﹤0.01% 674
2023
Q2 		$312K Sell
4,568
-39,728
-90% -$2.64M ﹤0.01% 584
2023
Q1 		$2.94M Buy
44,296
+114
+0.3% +$7.57K 0.03% 130
2022
Q4 		$2.9M Buy
44,182
+42
+0.1% +$2.61K 0.04% 126
2022
Q3 		$2.26M Sell
44,140
-400
-0.9% -$22.4K 0.03% 134
2022
Q2 		$2.6M Buy
44,540
+82
+0.2% +$4.7K 0.04% 112
2022
Q1 		$2.46M Sell
44,458
-38
-0.1% -$2K 0.03% 118
2021
Q4 		$2.49M Buy
44,496
+8
+0% +$433 0.03% 116
2021
Q3 		$2.23M Sell
44,488
-376
-0.8% -$20K 0.03% 110
2021
Q2 		$2.35M Buy
+44,864
New +$2.44M 0.03% 111

Other funds holding RLI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Greenleaf Trust's RLI Position: Q1 2026 in Review

Greenleaf Trust sold out of RLI Corp (RLI) in Q1 2026, closing a stake of 3,475 shares — an estimated $222K sold.

Greenleaf Trust first reported a position in RLI in Q2 2021 and held it in 19 quarters. The position peaked at $2.94M in Q1 2023. 422 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Greenleaf Trust reported no remaining RLI Corp position as of Q1 2026 after selling out during the quarter.
  • Greenleaf Trust sold 3,475 RLI Corp shares in Q1 2026, an estimated $222K.
  • Greenleaf Trust first reported a position in RLI Corp in Q2 2021 and held it in 19 quarters.
  • Greenleaf Trust's RLI Corp position peaked at $2.94M in Q1 2023.
  • 422 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.