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Kings Point Capital Management’s RLI Corp RLI Stock Holding History

Kings Point Capital 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
2022
Q1 		$25K Sell
460
-166
-27% -$8.75K ﹤0.01% 448
2021
Q4 		$35K Buy
626
+166
+36% +$8.99K ﹤0.01% 441
2021
Q3 		$23K Buy
+460
New +$24.5K ﹤0.01% 472

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

Kings Point Capital Management's RLI Position: Q1 2022 in Review

Kings Point Capital Management reduced its RLI Corp (RLI) stake by 27% in Q1 2022, selling an estimated $8.75K and leaving 460 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Kings Point Capital Management first reported a position in RLI in Q3 2021 and has held it in 3 quarters since. The position peaked at $35K in Q4 2021. 306 funds tracked by Wall St. Rank hold RLI as of Q1 2022.

  • Kings Point Capital Management held 460 shares of RLI Corp worth $25K as of Q1 2022.
  • Kings Point Capital Management sold 166 RLI Corp shares in Q1 2022, an estimated $8.75K.
  • RLI Corp made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #448 holding.
  • Kings Point Capital Management first reported a position in RLI Corp in Q3 2021 and has held it in 3 quarters since.
  • Kings Point Capital Management's RLI Corp position peaked at $35K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held RLI Corp as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.