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Parr McKnight Wealth Management Group’s RLI Corp RLI Stock Holding History

Parr McKnight Wealth Management 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
2025
Q4 		– Sell
-19,906
Closed -$1.3M – 230
2025
Q3 		$1.3M Buy
19,906
+3,412
+21% +$231K 0.17% 148
2025
Q2 		$1.19M Buy
16,494
+425
+3% +$31.9K 0.16% 160
2025
Q1 		$1.29M Buy
16,069
+1,809
+13% +$138K 0.19% 148
2024
Q4 		$1.18M Buy
+14,260
New +$1.18M 0.17% 132

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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

Parr McKnight Wealth Management Group's RLI Position: Q4 2025 in Review

Parr McKnight Wealth Management Group sold out of RLI Corp (RLI) in Q4 2025, closing a stake of 19,906 shares — an estimated $1.3M sold.

Parr McKnight Wealth Management Group first reported a position in RLI in Q4 2024 and held it in 4 quarters. The position peaked at $1.3M in Q3 2025. 437 funds tracked by Wall St. Rank hold RLI as of Q4 2025.

  • Parr McKnight Wealth Management Group reported no remaining RLI Corp position as of Q4 2025 after selling out during the quarter.
  • Parr McKnight Wealth Management Group sold 19,906 RLI Corp shares in Q4 2025, an estimated $1.3M.
  • Parr McKnight Wealth Management Group first reported a position in RLI Corp in Q4 2024 and held it in 4 quarters.
  • Parr McKnight Wealth Management Group's RLI Corp position peaked at $1.3M in Q3 2025.
  • 437 funds tracked by Wall St. Rank held RLI Corp as of Q4 2025.

Based on Parr McKnight Wealth Management Group's 13F filing for Q4 2025, filed 10 Feb 2026.