Larson Financial Group’s RLI Corp RLI Stock Holding History

Larson Financial Group’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
2026 Q1	$3.54K	Buy	62 +50	+417%	+$3K	﹤0.01%	2762
2025 Q4	$768	Buy	+12	New	+$754	﹤0.01%	3024
2025 Q3	–	Sell	-4	Closed	-$289	–	3610
2025 Q2	$289	Buy	+4	New	+$300	﹤0.01%	2988
2025 Q1	–	Sell	-114	Closed	-$9.39K	–	3187
2024 Q4	$9.39K	Buy	114 +10	+10%	+$830	﹤0.01%	1510
2024 Q3	$8.06K	Hold	104	–	–	﹤0.01%	1561
2024 Q2	$7.32K	Hold	104	–	–	﹤0.01%	1349
2024 Q1	$7.72K	Sell	104 -44	-30%	-$3.13K	﹤0.01%	1109
2023 Q4	$9.85K	Hold	148	–	–	﹤0.01%	1021
2023 Q3	$10.1K	Hold	148	–	–	﹤0.01%	996
2023 Q2	$10.1K	Hold	148	–	–	﹤0.01%	929
2023 Q1	$9.84K	Hold	148	–	–	﹤0.01%	927
2022 Q4	$9.71K	Hold	148	–	–	﹤0.01%	865
2022 Q3	$8K	Buy	+148	New	+$8.27K	﹤0.01%	853

Other funds holding RLI

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

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return