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IronBridge Private Wealth’s RLI Corp RLI Stock Holding History

IronBridge Private Wealth’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
2022
Q1 		– Sell
-178
Closed -$10K – 239
2021
Q4 		$10K Hold
178
– – 0.01% 180
2021
Q3 		$9K Hold
178
– – ﹤0.01% 161
2021
Q2 		$9K Hold
178
– – 0.01% 165
2021
Q1 		$10K Hold
178
– – 0.01% 161
2020
Q4 		$9K Buy
+178
New +$8.53K 0.01% 154

Other funds holding RLI

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

IronBridge Private Wealth's RLI Position: Q1 2022 in Review

IronBridge Private Wealth sold out of RLI Corp (RLI) in Q1 2022, closing a stake of 178 shares — an estimated $10K sold.

IronBridge Private Wealth first reported a position in RLI in Q4 2020 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 306 funds tracked by Wall St. Rank hold RLI as of Q1 2022.

  • IronBridge Private Wealth reported no remaining RLI Corp position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 178 RLI Corp shares in Q1 2022, an estimated $10K.
  • IronBridge Private Wealth first reported a position in RLI Corp in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's RLI Corp position peaked at $10K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held RLI Corp as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.