JWA
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JFS Wealth Advisors’s RLI Corp RLI Stock Holding History

JFS 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
2026
Q2 		$1.65K Sell
28
-10
-26% -$537 ﹤0.01% 1663
2026
Q1 		$2.17K Sell
38
-46
-55% -$2.76K ﹤0.01% 1478
2025
Q4 		$5.38K Buy
84
+18
+27% +$1.13K ﹤0.01% 1213
2025
Q3 		$4.3K Hold
66
– – ﹤0.01% 1182
2025
Q2 		$4.77K Hold
66
– – ﹤0.01% 1105
2025
Q1 		$5.3K Hold
66
– – ﹤0.01% 1101
2024
Q4 		$5.44K Hold
66
– – ﹤0.01% 1100
2024
Q3 		$5.12K Buy
66
+2
+3% +$148 ﹤0.01% 1112
2024
Q2 		$4.5K Hold
64
– – ﹤0.01% 1109
2024
Q1 		$4.75K Sell
64
-2
-3% -$143 ﹤0.01% 1120
2023
Q4 		$4.39K Buy
66
+2
+3% +$134 ﹤0.01% 1117
2023
Q3 		$4.35K Hold
64
– – ﹤0.01% 1049
2023
Q2 		$4.37K Sell
64
-2
-3% -$133 ﹤0.01% 1061
2023
Q1 		$4.39K Hold
66
– – ﹤0.01% 1046
2022
Q4 		$4.33K Sell
66
-2
-3% -$124 ﹤0.01% 1053
2022
Q3 		$3K Sell
68
-12
-15% -$671 ﹤0.01% 1229
2022
Q2 		$5K Buy
80
+36
+82% +$2.06K ﹤0.01% 1007
2022
Q1 		$2K Buy
44
+28
+175% +$1.48K ﹤0.01% 1477
2021
Q4 		$1K Buy
+16
New +$866 ﹤0.01% 1532
2018
Q2 		– Sell
-70
Closed -$2K – 532
2018
Q1 		$2K Hold
70
– – ﹤0.01% 486
2017
Q4 		$2K Buy
+70
New +$2.06K ﹤0.01% 493

Other funds holding RLI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return