OneDigital Investment Advisors’s RLI Corp RLI Stock Holding History

OneDigital 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
2026 Q1	$367K	Sell	6,438 -400	-6%	-$24K	﹤0.01%	1086
2025 Q4	$437K	Buy	6,838 +42	+0.6%	+$2.64K	﹤0.01%	1009
2025 Q3	$443K	Sell	6,796 -33	-0.5%	-$2.23K	﹤0.01%	991
2025 Q2	$493K	Sell	6,829 -170	-2%	-$12.7K	0.01%	903
2025 Q1	$562K	Buy	6,999 +965	+16%	+$73.4K	0.01%	816
2024 Q4	$497K	Sell	6,034 -1,412	-19%	-$117K	0.01%	892
2024 Q3	$577K	Buy	7,446 +190	+3%	+$14K	0.01%	886
2024 Q2	$510K	Buy	7,256 +138	+2%	+$9.88K	0.01%	893
2024 Q1	$528K	Buy	7,118 +136	+2%	+$9.69K	0.01%	721
2023 Q4	$465K	Sell	6,982 -242	-3%	-$16.3K	0.01%	744
2023 Q3	$491K	Sell	7,224 -4	-0.1%	-$270	0.01%	652
2023 Q2	$493K	Buy	7,228 +160	+2%	+$10.6K	0.01%	650
2023 Q1	$470K	Buy	+7,068	New	+$469K	0.01%	647

Other funds holding RLI

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return