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Hemington Wealth Management’s RLI Corp RLI Stock Holding History

Hemington 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
2025
Q3 		$8K Sell
123
-35
-22% -$2.37K ﹤0.01% 985
2025
Q2 		$11K Sell
158
-76
-32% -$5.7K ﹤0.01% 827
2025
Q1 		$18K Buy
234
+22
+10% +$1.67K ﹤0.01% 611
2024
Q4 		$17K Buy
212
+22
+12% +$1.83K ﹤0.01% 603
2024
Q3 		$14K Buy
+190
New +$14K ﹤0.01% 616

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

Hemington Wealth Management's RLI Position: Q3 2025 in Review

Hemington Wealth Management reduced its RLI Corp (RLI) stake by 22% in Q3 2025, selling an estimated $2.37K and leaving 123 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Hemington Wealth Management first reported a position in RLI in Q3 2024 and has held it in 5 quarters since. The position peaked at $18K in Q1 2025. 433 funds tracked by Wall St. Rank hold RLI as of Q3 2025.

  • Hemington Wealth Management held 123 shares of RLI Corp worth $8K as of Q3 2025.
  • Hemington Wealth Management sold 35 RLI Corp shares in Q3 2025, an estimated $2.37K.
  • RLI Corp made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #985 holding.
  • Hemington Wealth Management first reported a position in RLI Corp in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's RLI Corp position peaked at $18K in Q1 2025.
  • 433 funds tracked by Wall St. Rank held RLI Corp as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.