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IBEX Wealth Advisors’s RLI Corp RLI Stock Holding History

IBEX Wealth Advisors’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
Q1 		– Sell
-3,638
Closed -$300K – 192
2024
Q4 		$300K Buy
+3,638
New +$302K 0.04% 176
2024
Q3 		– Sell
-3,200
Closed -$225K – 234
2024
Q2 		$225K Buy
+3,200
New +$229K 0.04% 125
2017
Q1 		– Sell
-208
Closed -$6K – 316
2016
Q4 		$6K Buy
+208
New +$6.44K ﹤0.01% 357

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 $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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

IBEX Wealth Advisors's RLI Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of RLI Corp (RLI) in Q1 2025, closing a stake of 3,638 shares — an estimated $300K sold.

IBEX Wealth Advisors first reported a position in RLI in Q4 2016 and held it in 3 quarters. The position peaked at $300K in Q4 2024. 422 funds tracked by Wall St. Rank hold RLI as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining RLI Corp position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,638 RLI Corp shares in Q1 2025, an estimated $300K.
  • IBEX Wealth Advisors first reported a position in RLI Corp in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's RLI Corp position peaked at $300K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held RLI Corp as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.