MWM
RLI icon

Moran Wealth Management’s RLI Corp RLI Stock Holding History

Moran 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
2025
Q1 		– Sell
-125,798
Closed -$10.4M – 476
2024
Q4 		$10.4M Buy
125,798
+3,804
+3% +$316K 0.33% 105
2024
Q3 		$9.45M Buy
121,994
+3,188
+3% +$236K 0.29% 108
2024
Q2 		$8.36M Buy
118,806
+4,124
+4% +$295K 0.28% 121
2024
Q1 		$8.51M Buy
114,682
+3,558
+3% +$254K 0.28% 123
2023
Q4 		$7.4M Sell
111,124
-706
-0.6% -$47.4K 0.26% 129
2023
Q3 		$7.6M Buy
+111,830
New +$7.55M 0.29% 119

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

Moran Wealth Management's RLI Position: Q1 2025 in Review

Moran Wealth Management sold out of RLI Corp (RLI) in Q1 2025, closing a stake of 125,798 shares — an estimated $10.4M sold.

Moran Wealth Management first reported a position in RLI in Q3 2023 and held it in 6 quarters. The position peaked at $10.4M in Q4 2024. 421 funds tracked by Wall St. Rank hold RLI as of Q1 2025.

  • Moran Wealth Management reported no remaining RLI Corp position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 125,798 RLI Corp shares in Q1 2025, an estimated $10.4M.
  • Moran Wealth Management first reported a position in RLI Corp in Q3 2023 and held it in 6 quarters.
  • Moran Wealth Management's RLI Corp position peaked at $10.4M in Q4 2024.
  • 421 funds tracked by Wall St. Rank held RLI Corp as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.