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Kolinsky Wealth Management’s RLI Corp RLI Stock Holding History

Kolinsky Wealth 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
2024
Q4 		$247K Hold
3,002
– – 0.15% 134
2024
Q3 		$233K Buy
3,002
+6
+0.2% +$444 0.15% 143
2024
Q2 		$211K Buy
2,996
+4
+0.1% +$286 0.15% 144
2024
Q1 		$222K Buy
+2,992
New +$213K 0.17% 132
2023
Q4 		– Sell
-3,148
Closed -$214K – 142
2023
Q3 		$214K Buy
3,148
+28
+0.9% +$1.89K 0.21% 120
2023
Q2 		$212K Buy
+3,120
New +$207K 0.2% 125

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Kolinsky Wealth Management's RLI Position: Q4 2024 in Review

Kolinsky Wealth Management held its RLI Corp (RLI) position steady in Q4 2024 at 3,002 shares worth $247K. The position accounts for 0.15% of the portfolio, ranked #134.

Kolinsky Wealth Management first reported a position in RLI in Q2 2023 and has held it in 6 quarters since. 433 funds tracked by Wall St. Rank hold RLI as of Q4 2024.

  • Kolinsky Wealth Management held 3,002 shares of RLI Corp worth $247K as of Q4 2024.
  • Kolinsky Wealth Management left its RLI Corp share count unchanged in Q4 2024.
  • RLI Corp made up 0.15% of Kolinsky Wealth Management's portfolio in Q4 2024, its #134 holding.
  • Kolinsky Wealth Management first reported a position in RLI Corp in Q2 2023 and has held it in 6 quarters since.
  • 433 funds tracked by Wall St. Rank held RLI Corp as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.