LFA
RLI icon

LGT Financial Advisors’s RLI Corp RLI Stock Holding History

LGT Financial Advisors’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
Q1 		– Sell
-358
Closed -$29.5K – 634
2024
Q4 		$29.5K Hold
358
– – 0.07% 231
2024
Q3 		$27.7K Hold
358
– – 0.07% 209
2024
Q2 		$25.2K Hold
358
– – 0.05% 248
2024
Q1 		$26.6K Hold
358
– – 0.03% 310
2023
Q4 		$23.8K Hold
358
– – 0.03% 316
2023
Q3 		$24.3K Buy
+358
New +$24.2K 0.03% 302

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
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
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
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

LGT Financial Advisors's RLI Position: Q1 2025 in Review

LGT Financial Advisors sold out of RLI Corp (RLI) in Q1 2025, closing a stake of 358 shares — an estimated $29.5K sold.

LGT Financial Advisors first reported a position in RLI in Q3 2023 and held it in 6 quarters. The position peaked at $29.5K in Q4 2024. 421 funds tracked by Wall St. Rank hold RLI as of Q1 2025.

  • LGT Financial Advisors reported no remaining RLI Corp position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 358 RLI Corp shares in Q1 2025, an estimated $29.5K.
  • LGT Financial Advisors first reported a position in RLI Corp in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's RLI Corp position peaked at $29.5K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held RLI Corp as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.