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Parkworth Wealth Management’s RLI Corp RLI Stock Holding History

Parkworth Wealth 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
Q2 		$361 Buy
5
+3
+150% +$225 ﹤0.01% 735
2025
Q1 		$161 Hold
2
– – ﹤0.01% 788
2024
Q4 		$165 Buy
+2
New +$166 ﹤0.01% 823

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return

Parkworth Wealth Management's RLI Position: Q2 2025 in Review

Parkworth Wealth Management increased its RLI Corp (RLI) stake by 150% in Q2 2025, buying an estimated $225 and bringing the position to 5 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Parkworth Wealth Management first reported a position in RLI in Q4 2024 and has held it in 3 quarters since. 430 funds tracked by Wall St. Rank hold RLI as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of RLI Corp worth $361 as of Q2 2025.
  • Parkworth Wealth Management bought 3 RLI Corp shares in Q2 2025, an estimated $225.
  • RLI Corp made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #735 holding.
  • Parkworth Wealth Management first reported a position in RLI Corp in Q4 2024 and has held it in 3 quarters since.
  • 430 funds tracked by Wall St. Rank held RLI Corp as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.