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Litman Gregory Wealth Management’s RLI Corp RLI Stock Holding History

Litman Gregory 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
2017
Q3 		– Sell
-1,290
Closed -$35K – 76
2017
Q2 		$35K Hold
1,290
– – 0.02% 39
2017
Q1 		$39K Hold
1,290
– – 0.02% 39
2016
Q4 		$41K Hold
1,290
– – 0.03% 35
2016
Q3 		$44K Hold
1,290
– – 0.03% 31
2016
Q2 		$44K Hold
1,290
– – 0.04% 29
2016
Q1 		$43K Buy
+1,290
New +$40.6K 0.03% 33
2014
Q3 		– Sell
-1,190
Closed -$27K – 19
2014
Q2 		$27K Buy
1,190
+4
+0.3% +$88 0.05% 16
2014
Q1 		$26K Buy
1,186
+6
+0.5% +$131 0.03% 21
2013
Q4 		$29K Buy
+1,180
New +$28K 0.04% 22

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return