MPWT
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MassMutual Private Wealth & Trust’s RLI Corp RLI Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		$16.1K Sell
272
-68
-20% -$3.65K ﹤0.01% 1194
2026
Q1 		$19.4K Sell
340
-278
-45% -$16.7K ﹤0.01% 1098
2025
Q4 		$39.5K Buy
618
+259
+72% +$16.3K ﹤0.01% 866
2025
Q3 		$23.4K Buy
359
+195
+119% +$13.2K ﹤0.01% 1052
2025
Q2 		$11.8K Sell
164
-12
-7% -$900 ﹤0.01% 1293
2025
Q1 		$14.1K Sell
176
-4
-2% -$304 ﹤0.01% 1164
2024
Q4 		$14.8K Buy
180
+6
+3% +$498 ﹤0.01% 1117
2024
Q3 		$13.5K Buy
174
+2
+1% +$148 ﹤0.01% 1039
2024
Q2 		$12.1K Buy
172
+10
+6% +$716 ﹤0.01% 1023
2024
Q1 		$12K Sell
162
-2
-1% -$143 ﹤0.01% 977
2023
Q4 		$10.9K Buy
164
+2
+1% +$134 ﹤0.01% 983
2023
Q3 		$11K Sell
162
-26
-14% -$1.75K ﹤0.01% 967
2023
Q2 		$12.8K Buy
188
+16
+9% +$1.06K ﹤0.01% 890
2023
Q1 		$11.4K Buy
172
+108
+169% +$7.17K ﹤0.01% 898
2022
Q4 		$4K Buy
64
+50
+357% +$3.11K ﹤0.01% 1094
2022
Q3 		$1K Sell
14
-22
-61% -$1.23K ﹤0.01% 1501
2022
Q2 		$2K Buy
36
+22
+157% +$1.26K ﹤0.01% 1191
2022
Q1 		$1K Buy
+14
New +$738 ﹤0.01% 1404
2019
Q2 		– Sell
-334
Closed -$12K – 817
2019
Q1 		$12K Hold
334
– – ﹤0.01% 570
2018
Q4 		$11.5K Buy
+334
New +$12.1K ﹤0.01% 549
2016
Q2 		– Sell
-624
Closed -$20.3K – 983
2016
Q1 		$20.9K Buy
+624
New +$19.6K ﹤0.01% 449

Other funds holding RLI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return