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Jupiter Investment Management’s RLI Corp RLI Stock Holding History

Jupiter Investment 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
2020
Q2 		– Sell
-5,074
Closed -$223K – 468
2020
Q1 		$223K Sell
5,074
-5,080
-50% -$223K ﹤0.01% 339
2019
Q4 		$457K Sell
10,154
-26,238
-72% -$1.23M 0.01% 366
2019
Q3 		$1.69M Buy
+36,392
New +$1.65M 0.02% 317
2016
Q1 		– Sell
-8,404
Closed -$259K – 513
2015
Q4 		$259K Buy
8,404
+1,708
+26% +$51K 0.01% 213
2015
Q3 		$179K Buy
+6,696
New +$182K 0.01% 286

Other funds holding RLI

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
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 $34B AUM 6.31% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jupiter Investment Management's RLI Position: Q2 2020 in Review

Jupiter Investment Management sold out of RLI Corp (RLI) in Q2 2020, closing a stake of 5,074 shares — an estimated $223K sold.

Jupiter Investment Management first reported a position in RLI in Q3 2015 and held it in 5 quarters. The position peaked at $1.69M in Q3 2019. 260 funds tracked by Wall St. Rank hold RLI as of Q2 2020.

  • Jupiter Investment Management reported no remaining RLI Corp position as of Q2 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 5,074 RLI Corp shares in Q2 2020, an estimated $223K.
  • Jupiter Investment Management first reported a position in RLI Corp in Q3 2015 and held it in 5 quarters.
  • Jupiter Investment Management's RLI Corp position peaked at $1.69M in Q3 2019.
  • 260 funds tracked by Wall St. Rank held RLI Corp as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.