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Newbridge Financial Services Group’s RLI Corp RLI Stock Holding History

Newbridge Financial Services Group’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
Q1 		– Sell
-29
Closed -$1.86K – 1243
2025
Q4 		$1.86K Buy
29
+1
+4% +$63 ﹤0.01% 1031
2025
Q3 		$1.84K Hold
28
– – ﹤0.01% 1142
2025
Q2 		$2.03K Hold
28
– – ﹤0.01% 1138
2025
Q1 		$2.25K Hold
28
– – ﹤0.01% 878
2024
Q4 		$2.31K Buy
+28
New +$2.33K ﹤0.01% 953

Other funds holding RLI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Newbridge Financial Services Group's RLI Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of RLI Corp (RLI) in Q1 2026, closing a stake of 29 shares — an estimated $1.86K sold.

Newbridge Financial Services Group first reported a position in RLI in Q4 2024 and held it in 5 quarters. The position peaked at $2.31K in Q4 2024. 422 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining RLI Corp position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 29 RLI Corp shares in Q1 2026, an estimated $1.86K.
  • Newbridge Financial Services Group first reported a position in RLI Corp in Q4 2024 and held it in 5 quarters.
  • Newbridge Financial Services Group's RLI Corp position peaked at $2.31K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.