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Mount Yale Investment Advisors’s RLI Corp RLI Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-21
Closed -$1.52K – 1409
2025
Q2 		$1.52K Buy
+21
New +$1.57K ﹤0.01% 1362

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Mount Yale Investment Advisors's RLI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of RLI Corp (RLI) in Q3 2025, closing a stake of 21 shares — an estimated $1.52K sold.

Mount Yale Investment Advisors first reported a position in RLI in Q2 2025 and held it in 1 quarter. The position peaked at $1.52K in Q2 2025. 433 funds tracked by Wall St. Rank hold RLI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining RLI Corp position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 21 RLI Corp shares in Q3 2025, an estimated $1.52K.
  • Mount Yale Investment Advisors first reported a position in RLI Corp in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's RLI Corp position peaked at $1.52K in Q2 2025.
  • 433 funds tracked by Wall St. Rank held RLI Corp as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.