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Guardian Wealth Management (Illinois)’s RLI Corp RLI Stock Holding History

Guardian Wealth Management (Illinois)’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
-1,186
Closed -$95.3K – 162
2025
Q1 		$95.3K Hold
1,186
– – 0.06% 81
2024
Q4 		$97.7K Sell
1,186
-8
-0.7% -$664 0.07% 87
2024
Q3 		$92.5K Hold
1,194
– – 0.07% 90
2024
Q2 		$84K Hold
1,194
– – 0.06% 90
2024
Q1 		$88.6K Hold
1,194
– – 0.07% 88
2023
Q4 		$79.5K Hold
1,194
– – 0.07% 94
2023
Q3 		$81.1K Hold
1,194
– – 0.08% 90
2023
Q2 		$81.5K Hold
1,194
– – 0.07% 91
2023
Q1 		$79.3K Buy
+1,194
New +$79.3K 0.08% 94

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

Guardian Wealth Management (Illinois)'s RLI Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of RLI Corp (RLI) in Q2 2025, closing a stake of 1,186 shares — an estimated $95.3K sold.

Guardian Wealth Management (Illinois) first reported a position in RLI in Q1 2023 and held it in 9 quarters. The position peaked at $97.7K in Q4 2024. 430 funds tracked by Wall St. Rank hold RLI as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining RLI Corp position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,186 RLI Corp shares in Q2 2025, an estimated $95.3K.
  • Guardian Wealth Management (Illinois) first reported a position in RLI Corp in Q1 2023 and held it in 9 quarters.
  • Guardian Wealth Management (Illinois)'s RLI Corp position peaked at $97.7K in Q4 2024.
  • 430 funds tracked by Wall St. Rank held RLI Corp as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.