Pure Financial Advisors’s RLI Corp RLI Stock Holding History

Pure 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	$287K	Buy	+5,032	New	+$302K	﹤0.01%	465
2025 Q4	–	Sell	-4,035	Closed	-$263K	–	562
2025 Q3	$263K	Buy	4,035 +112	+3%	+$7.58K	﹤0.01%	424
2025 Q2	$283K	Buy	3,923 +75	+2%	+$5.62K	0.01%	388
2025 Q1	$309K	Buy	3,848 +36	+0.9%	+$2.74K	0.01%	307
2024 Q4	$314K	Hold	3,812	–	–	0.01%	282
2024 Q3	$295K	Hold	3,812	–	–	0.01%	280
2024 Q2	$268K	Hold	3,812	–	–	0.01%	272
2024 Q1	$283K	Sell	3,812 -278	-7%	-$19.8K	0.01%	261
2023 Q4	$272K	Hold	4,090	–	–	0.01%	254
2023 Q3	$278K	Hold	4,090	–	–	0.01%	222
2023 Q2	$279K	Hold	4,090	–	–	0.01%	220
2023 Q1	$272K	Hold	4,090	–	–	0.01%	212
2022 Q4	$268K	Hold	4,090	–	–	0.01%	203
2022 Q3	$209K	Hold	4,090	–	–	0.01%	218
2022 Q2	$238K	Hold	4,090	–	–	0.01%	219
2022 Q1	$226K	Hold	4,090	–	–	0.01%	209
2021 Q4	$229K	Hold	4,090	–	–	0.01%	199
2021 Q3	$205K	Hold	4,090	–	–	0.02%	190
2021 Q2	$214K	Hold	4,090	–	–	0.02%	190
2021 Q1	$228K	Hold	4,090	–	–	0.02%	173
2020 Q4	$213K	Buy	+4,090	New	+$196K	0.03%	170

Other funds holding RLI

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return