Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s RLI Corp RLI Stock Holding History

Jacobs Levy Equity 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
2026
Q1 		– Sell
-53,424
Closed -$3.42M – 1048
2025
Q4 		$3.42M Sell
53,424
-350,327
-87% -$22M 0.01% 487
2025
Q3 		$26.3M Sell
403,751
-261,692
-39% -$17.7M 0.1% 175
2025
Q2 		$48.1M Sell
665,443
-77,248
-10% -$5.79M 0.19% 117
2025
Q1 		$59.7M Buy
742,691
+215,249
+41% +$16.4M 0.24% 103
2024
Q4 		$43.5M Buy
527,442
+51,626
+11% +$4.29M 0.15% 141
2024
Q3 		$36.9M Sell
475,816
-7,102
-1% -$525K 0.14% 163
2024
Q2 		$34M Buy
482,918
+67,152
+16% +$4.81M 0.14% 153
2024
Q1 		$30.9M Buy
415,766
+292,648
+238% +$20.9M 0.14% 161
2023
Q4 		$8.19M Buy
+123,118
New +$8.27M 0.04% 334
2014
Q2 		– Sell
-14,976
Closed -$331K – 910
2014
Q1 		$331K Buy
+14,976
New +$328K 0.01% 741

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jacobs Levy Equity Management's RLI Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of RLI Corp (RLI) in Q1 2026, closing a stake of 53,424 shares — an estimated $3.42M sold.

Jacobs Levy Equity Management first reported a position in RLI in Q1 2014 and held it in 10 quarters. The position peaked at $59.7M in Q1 2025. 422 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Jacobs Levy Equity Management reported no remaining RLI Corp position as of Q1 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 53,424 RLI Corp shares in Q1 2026, an estimated $3.42M.
  • Jacobs Levy Equity Management first reported a position in RLI Corp in Q1 2014 and held it in 10 quarters.
  • Jacobs Levy Equity Management's RLI Corp position peaked at $59.7M in Q1 2025.
  • 422 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.