Jacobs Levy Equity Management
RLI icon

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.61T AUM 30.72% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return