KB Financial Partners’s RLI Corp RLI Stock Holding History

KB Financial Partners’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
2023 Q3	$490K	Sell	7,210 -4	-0.1%	-$270	0.14%	94
2023 Q2	$492K	Buy	7,214 +146	+2%	+$9.7K	0.14%	93
2023 Q1	$470K	Sell	7,068 -58	-0.8%	-$3.85K	0.14%	102
2022 Q4	$468K	Buy	7,126 +2	+0%	+$124	0.16%	97
2022 Q3	$365K	Buy	7,124 +1,236	+21%	+$69.1K	0.13%	110
2022 Q2	$343K	Buy	5,888 +5,728	+3,580%	+$328K	0.12%	108
2022 Q1	$9K	Hold	160	–	–	﹤0.01%	419
2021 Q4	$9K	Buy	+160	New	+$8.66K	﹤0.01%	443
2021 Q3	–	Sell	-160	Closed	-$8K	–	486
2021 Q2	$8K	Sell	160 -2,242	-93%	-$122K	﹤0.01%	431
2021 Q1	$134K	Buy	+2,402	New	+$127K	0.06%	189

Other funds holding RLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

KB Financial Partners's RLI Position: Q3 2023 in Review

KB Financial Partners reduced its RLI Corp (RLI) stake by 0.06% in Q3 2023, selling an estimated $270 and leaving 7,210 shares worth $490K. The position accounts for 0.14% of the portfolio, ranked #94.

KB Financial Partners first reported a position in RLI in Q1 2021 and has held it in 10 quarters since. The position peaked at $492K in Q2 2023. 355 funds tracked by Wall St. Rank hold RLI as of Q3 2023.

KB Financial Partners held 7,210 shares of RLI Corp worth $490K as of Q3 2023.
KB Financial Partners sold 4 RLI Corp shares in Q3 2023, an estimated $270.
RLI Corp made up 0.14% of KB Financial Partners's portfolio in Q3 2023, its #94 holding.
KB Financial Partners first reported a position in RLI Corp in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's RLI Corp position peaked at $492K in Q2 2023.
355 funds tracked by Wall St. Rank held RLI Corp as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.