Plante Moran Financial Advisors’s RLI Corp RLI Stock Holding History

Plante Moran Financial 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	$3.43K	Hold	60	–	–	﹤0.01%	598
2025 Q4	$3.85K	Hold	60	–	–	﹤0.01%	665
2025 Q3	$3.92K	Hold	60	–	–	﹤0.01%	627
2025 Q2	$4.34K	Hold	60	–	–	﹤0.01%	636
2025 Q1	$4.83K	Hold	60	–	–	﹤0.01%	645
2024 Q4	$4.97K	Hold	60	–	–	﹤0.01%	688
2024 Q3	$4.67K	Hold	60	–	–	﹤0.01%	689
2024 Q2	$4.24K	Hold	60	–	–	﹤0.01%	662
2024 Q1	$4.47K	Hold	60	–	–	﹤0.01%	697
2023 Q4	$4.01K	Hold	60	–	–	﹤0.01%	666
2023 Q3	$4.1K	Hold	60	–	–	﹤0.01%	628
2023 Q2	$4.11K	Hold	60	–	–	﹤0.01%	647
2023 Q1	$4.01K	Hold	60	–	–	﹤0.01%	659
2022 Q4	$3.96K	Sell	60 -60	-50%	-$3.73K	﹤0.01%	698
2022 Q3	$6K	Hold	120	–	–	﹤0.01%	668
2022 Q2	$7K	Hold	120	–	–	﹤0.01%	669
2022 Q1	$7K	Hold	120	–	–	﹤0.01%	641
2021 Q4	$7K	Hold	120	–	–	﹤0.01%	760
2021 Q3	$6K	Hold	120	–	–	﹤0.01%	767
2021 Q2	$6K	Hold	120	–	–	﹤0.01%	764
2021 Q1	$7K	Hold	120	–	–	﹤0.01%	719
2020 Q4	$6K	Hold	120	–	–	﹤0.01%	684
2020 Q3	$5K	Hold	120	–	–	﹤0.01%	697
2020 Q2	$5K	Hold	120	–	–	﹤0.01%	602
2020 Q1	$5K	Hold	120	–	–	﹤0.01%	579
2019 Q4	$5K	Hold	120	–	–	﹤0.01%	619
2019 Q3	$6K	Hold	120	–	–	﹤0.01%	672
2019 Q2	$5K	Hold	120	–	–	﹤0.01%	650
2019 Q1	$4K	Hold	120	–	–	﹤0.01%	666
2018 Q4	$4K	Hold	120	–	–	﹤0.01%	627
2018 Q3	$5K	Hold	120	–	–	﹤0.01%	594
2018 Q2	$4K	Hold	120	–	–	﹤0.01%	658
2018 Q1	$4K	Hold	120	–	–	﹤0.01%	761
2017 Q4	$4K	Sell	120 -16	-12%	-$470	﹤0.01%	730
2017 Q3	$4K	Buy	136 +20	+17%	+$550	﹤0.01%	682
2017 Q2	$3K	Hold	116	–	–	﹤0.01%	724
2017 Q1	$3K	Buy	116 +16	+16%	+$474	﹤0.01%	769
2016 Q4	$3K	Sell	100 -1,432	-93%	-$44.4K	﹤0.01%	809
2016 Q3	$52K	Buy	1,532 +1,432	+1,432%	+$49.3K	0.04%	311
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	736
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	665
2015 Q4	$3K	Buy	100 +60	+150%	+$1.79K	﹤0.01%	827
2015 Q3	$1K	Hold	40	–	–	﹤0.01%	683
2015 Q2	$1K	Hold	40	–	–	﹤0.01%	703
2015 Q1	$1K	Hold	40	–	–	﹤0.01%	697
2014 Q4	$1K	Hold	40	–	–	﹤0.01%	788
2014 Q3	$1K	Hold	40	–	–	﹤0.01%	773
2014 Q2	$1K	Hold	40	–	–	﹤0.01%	805
2014 Q1	$1K	Hold	40	–	–	﹤0.01%	592
2013 Q4	$1K	Hold	40	–	–	﹤0.01%	662
2013 Q3	$1K	Hold	40	–	–	﹤0.01%	606
2013 Q2	$1K	Buy	+40	New	+$738	﹤0.01%	572