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Patten Group’s RLI Corp RLI Stock Holding History

Patten 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
-7,395
Closed -$473K – 315
2025
Q4 		$473K Buy
+7,395
New +$464K 0.09% 207

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

Patten Group's RLI Position: Q1 2026 in Review

Patten Group sold out of RLI Corp (RLI) in Q1 2026, closing a stake of 7,395 shares — an estimated $473K sold.

Patten Group first reported a position in RLI in Q4 2025 and held it in 1 quarter. The position peaked at $473K in Q4 2025. 422 funds tracked by Wall St. Rank hold RLI as of Q1 2026.

  • Patten Group reported no remaining RLI Corp position as of Q1 2026 after selling out during the quarter.
  • Patten Group sold 7,395 RLI Corp shares in Q1 2026, an estimated $473K.
  • Patten Group first reported a position in RLI Corp in Q4 2025 and held it in 1 quarter.
  • Patten Group's RLI Corp position peaked at $473K in Q4 2025.
  • 422 funds tracked by Wall St. Rank held RLI Corp as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.