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Principal Securities’s RLI Corp RLI Stock Holding History

Principal Securities’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
-250
Closed -$16.3K – 3061
2025
Q3 		$16.3K Sell
250
-3
-1% -$203 ﹤0.01% 2500
2025
Q2 		$18.3K Buy
253
+122
+93% +$9.15K ﹤0.01% 2367
2025
Q1 		$21.6K Sell
131
-131
-50% -$9.97K ﹤0.01% 2152
2024
Q4 		$21.6K Buy
262
+8
+3% +$664 ﹤0.01% 2148
2024
Q3 		$19.7K Sell
254
-4
-2% -$296 ﹤0.01% 2133
2024
Q2 		$18.1K Sell
258
-10
-4% -$716 ﹤0.01% 2108
2024
Q1 		$19.9K Buy
268
+60
+29% +$4.28K ﹤0.01% 2006
2023
Q4 		$13.8K Buy
+208
New +$14K ﹤0.01% 2104

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 $5.7T 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
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return