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Ritholtz Wealth Management’s NLI Holdings NL Stock Holding History

Ritholtz Wealth Management’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-23,252
Closed -$127K – 1253
2025
Q4 		$127K Sell
23,252
-5,812
-20% -$33.2K ﹤0.01% 1089
2025
Q3 		$179K Buy
29,064
+3,239
+13% +$20.5K ﹤0.01% 992
2025
Q2 		$165K Sell
25,825
-2,496
-9% -$18.8K ﹤0.01% 932
2025
Q1 		$224K Sell
28,321
-1,040
-4% -$7.74K 0.01% 830
2024
Q4 		$228K Buy
29,361
+7,548
+35% +$59.7K 0.01% 787
2024
Q3 		$162K Buy
21,813
+3,183
+17% +$20.4K ﹤0.01% 832
2024
Q2 		$112K Buy
+18,630
New +$139K ﹤0.01% 799
2022
Q4 		– Sell
-15,832
Closed -$122K – 692
2022
Q3 		$122K Buy
+15,832
New +$140K 0.01% 681

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ritholtz Wealth Management's NL Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of NLI Holdings (NL) in Q1 2026, closing a stake of 23,252 shares — an estimated $127K sold.

Ritholtz Wealth Management first reported a position in NL in Q3 2022 and held it in 8 quarters. The position peaked at $228K in Q4 2024. 75 funds tracked by Wall St. Rank hold NL as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining NLI Holdings position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 23,252 NLI Holdings shares in Q1 2026, an estimated $127K.
  • Ritholtz Wealth Management first reported a position in NLI Holdings in Q3 2022 and held it in 8 quarters.
  • Ritholtz Wealth Management's NLI Holdings position peaked at $228K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held NLI Holdings as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.