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Harvest Group Wealth Management’s RLI Corp RLI Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-44
Closed -$2K – 556
2020
Q4 		$2K Hold
44
– – ﹤0.01% 376
2020
Q3 		$2K Hold
44
– – ﹤0.01% 369
2020
Q2 		$1K Hold
44
– – ﹤0.01% 407
2020
Q1 		$1K Sell
44
-244
-85% -$10.7K ﹤0.01% 416
2019
Q4 		$12K Sell
288
-4
-1% -$188 0.01% 216
2019
Q3 		$14K Sell
292
-34
-10% -$1.54K 0.02% 211
2019
Q2 		$13K Hold
326
– – 0.02% 195
2019
Q1 		$12K Buy
+326
New +$11.2K 0.01% 215

Other funds holding RLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VDI
Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harvest Group Wealth Management's RLI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of RLI Corp (RLI) in Q1 2021, closing a stake of 44 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in RLI in Q1 2019 and held it in 8 quarters. The position peaked at $14K in Q3 2019. 266 funds tracked by Wall St. Rank hold RLI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining RLI Corp position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 44 RLI Corp shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in RLI Corp in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's RLI Corp position peaked at $14K in Q3 2019.
  • 266 funds tracked by Wall St. Rank held RLI Corp as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.