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Klein Pavlis & Peasley Financial’s RLI Corp RLI Stock Holding History

Klein Pavlis & Peasley Financial’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
2025
Q2 		– Sell
-17,003
Closed -$1.37M – 82
2025
Q1 		$1.37M Buy
17,003
+5,579
+49% +$424K 0.99% 33
2024
Q4 		$942K Sell
11,424
-90
-0.8% -$7.47K 0.76% 51
2024
Q3 		$892K Buy
11,514
+136
+1% +$10.1K 0.71% 52
2024
Q2 		$800K Buy
11,378
+794
+8% +$56.8K 0.71% 52
2024
Q1 		$786K Buy
10,584
+1,118
+12% +$79.7K 0.71% 49
2023
Q4 		$630K Buy
+9,466
New +$636K 0.59% 58

Other funds holding RLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return

Klein Pavlis & Peasley Financial's RLI Position: Q2 2025 in Review

Klein Pavlis & Peasley Financial sold out of RLI Corp (RLI) in Q2 2025, closing a stake of 17,003 shares — an estimated $1.37M sold.

Klein Pavlis & Peasley Financial first reported a position in RLI in Q4 2023 and held it in 6 quarters. The position peaked at $1.37M in Q1 2025. 430 funds tracked by Wall St. Rank hold RLI as of Q2 2025.

  • Klein Pavlis & Peasley Financial reported no remaining RLI Corp position as of Q2 2025 after selling out during the quarter.
  • Klein Pavlis & Peasley Financial sold 17,003 RLI Corp shares in Q2 2025, an estimated $1.37M.
  • Klein Pavlis & Peasley Financial first reported a position in RLI Corp in Q4 2023 and held it in 6 quarters.
  • Klein Pavlis & Peasley Financial's RLI Corp position peaked at $1.37M in Q1 2025.
  • 430 funds tracked by Wall St. Rank held RLI Corp as of Q2 2025.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2025, filed 17 Jul 2025.