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Morningstar Investment Management’s RLI Corp RLI Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-15,339
Closed -$1M – 440
2025
Q3 		$1M Buy
+15,339
New +$1.04M 0.04% 342

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Morningstar Investment Management's RLI Position: Q4 2025 in Review

Morningstar Investment Management sold out of RLI Corp (RLI) in Q4 2025, closing a stake of 15,339 shares — an estimated $1M sold.

Morningstar Investment Management first reported a position in RLI in Q3 2025 and held it in 1 quarter. The position peaked at $1M in Q3 2025. 436 funds tracked by Wall St. Rank hold RLI as of Q4 2025.

  • Morningstar Investment Management reported no remaining RLI Corp position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 15,339 RLI Corp shares in Q4 2025, an estimated $1M.
  • Morningstar Investment Management first reported a position in RLI Corp in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's RLI Corp position peaked at $1M in Q3 2025.
  • 436 funds tracked by Wall St. Rank held RLI Corp as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.