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Rise Advisors’s RLI Corp RLI Stock Holding History

Rise 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
2025
Q4 		– Sell
-197
Closed -$12.9K – 1149
2025
Q3 		$12.9K Hold
197
– – ﹤0.01% 858
2025
Q2 		$14.2K Buy
197
+1
+0.5% +$75 0.01% 771
2025
Q1 		$15.8K Sell
196
-54
-22% -$4.11K 0.01% 657
2024
Q4 		$20.6K Buy
250
+6
+2% +$498 0.01% 634
2024
Q3 		$18.9K Buy
244
+2
+0.8% +$148 0.01% 727
2024
Q2 		$17.1K Hold
242
– – 0.01% 732
2024
Q1 		$18K Buy
+242
New +$17.2K 0.01% 718

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

Rise Advisors's RLI Position: Q4 2025 in Review

Rise Advisors sold out of RLI Corp (RLI) in Q4 2025, closing a stake of 197 shares — an estimated $12.9K sold.

Rise Advisors first reported a position in RLI in Q1 2024 and held it in 7 quarters. The position peaked at $20.6K in Q4 2024. 437 funds tracked by Wall St. Rank hold RLI as of Q4 2025.

  • Rise Advisors reported no remaining RLI Corp position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 197 RLI Corp shares in Q4 2025, an estimated $12.9K.
  • Rise Advisors first reported a position in RLI Corp in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's RLI Corp position peaked at $20.6K in Q4 2024.
  • 437 funds tracked by Wall St. Rank held RLI Corp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.