IFS
RLI icon

Intelligent Financial Strategies’s RLI Corp RLI Stock Holding History

Intelligent Financial Strategies’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 		– Sell
-184
Closed -$13.3K – 83
2025
Q2 		$13.3K Hold
184
– – 0.01% 81
2025
Q1 		$14.8K Hold
184
– – 0.01% 77
2024
Q4 		$15.2K Hold
184
– – 0.01% 75
2024
Q3 		$14.3K Hold
184
– – 0.01% 78
2024
Q2 		$12.9K Sell
184
-416
-69% -$29.8K 0.01% 78
2024
Q1 		$44.5K Buy
+600
New +$42.8K 0.03% 58

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

Intelligent Financial Strategies's RLI Position: Q3 2025 in Review

Intelligent Financial Strategies sold out of RLI Corp (RLI) in Q3 2025, closing a stake of 184 shares — an estimated $13.3K sold.

Intelligent Financial Strategies first reported a position in RLI in Q1 2024 and held it in 6 quarters. The position peaked at $44.5K in Q1 2024. 433 funds tracked by Wall St. Rank hold RLI as of Q3 2025.

  • Intelligent Financial Strategies reported no remaining RLI Corp position as of Q3 2025 after selling out during the quarter.
  • Intelligent Financial Strategies sold 184 RLI Corp shares in Q3 2025, an estimated $13.3K.
  • Intelligent Financial Strategies first reported a position in RLI Corp in Q1 2024 and held it in 6 quarters.
  • Intelligent Financial Strategies's RLI Corp position peaked at $44.5K in Q1 2024.
  • 433 funds tracked by Wall St. Rank held RLI Corp as of Q3 2025.

Based on Intelligent Financial Strategies's 13F filing for Q3 2025, filed 21 Oct 2025.