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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 $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

Principal Securities's RLI Position: Q4 2025 in Review

Principal Securities sold out of RLI Corp (RLI) in Q4 2025, closing a stake of 250 shares — an estimated $16.3K sold.

Principal Securities first reported a position in RLI in Q4 2023 and held it in 8 quarters. The position peaked at $21.6K in Q1 2025. 437 funds tracked by Wall St. Rank hold RLI as of Q4 2025.

  • Principal Securities reported no remaining RLI Corp position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 250 RLI Corp shares in Q4 2025, an estimated $16.3K.
  • Principal Securities first reported a position in RLI Corp in Q4 2023 and held it in 8 quarters.
  • Principal Securities's RLI Corp position peaked at $21.6K in Q1 2025.
  • 437 funds tracked by Wall St. Rank held RLI Corp as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.