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Mountain Road Advisors’s RLI Corp RLI Stock Holding History

Mountain Road 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
2020
Q3 		$6.45M Buy
146,392
+29,592
+25% +$1.3M 5.69% 9
2020
Q2 		$4.79M Buy
+116,800
New +$4.61M 4.58% 10

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mountain Road Advisors's RLI Position: Q3 2020 in Review

Mountain Road Advisors increased its RLI Corp (RLI) stake by 25% in Q3 2020, buying an estimated $1.3M and bringing the position to 146,392 shares worth $6.45M. The position accounts for 5.69% of the portfolio, ranked #9.

Mountain Road Advisors first reported a position in RLI in Q2 2020 and has held it in 2 quarters since. 269 funds tracked by Wall St. Rank hold RLI as of Q3 2020.

  • Mountain Road Advisors held 146,392 shares of RLI Corp worth $6.45M as of Q3 2020.
  • Mountain Road Advisors bought 29,592 RLI Corp shares in Q3 2020, an estimated $1.3M.
  • RLI Corp made up 5.69% of Mountain Road Advisors's portfolio in Q3 2020, its #9 holding.
  • Mountain Road Advisors first reported a position in RLI Corp in Q2 2020 and has held it in 2 quarters since.
  • 269 funds tracked by Wall St. Rank held RLI Corp as of Q3 2020.

Based on Mountain Road Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.