Riverview Trust Company’s RLI Corp RLI Stock Holding History

Riverview Trust Company’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
2024 Q2	–	Sell	-586	Closed	-$43.5K	–	661
2024 Q1	$43.5K	Buy	+586	New	+$41.8K	0.03%	261
2023 Q4	–	Sell	-586	Closed	-$39.8K	–	521
2023 Q3	$39.8K	Hold	586	–	–	0.04%	268
2023 Q2	$40K	Hold	586	–	–	0.04%	235
2023 Q1	$38.9K	Hold	586	–	–	0.04%	243
2022 Q4	$38K	Hold	586	–	–	0.04%	247
2022 Q3	$30K	Hold	586	–	–	0.03%	276
2022 Q2	$34K	Hold	586	–	–	0.03%	261
2022 Q1	$32K	Hold	586	–	–	0.02%	301
2021 Q4	$33	Hold	586	–	–	0.02%	183
2021 Q3	$29K	Hold	586	–	–	0.03%	188
2021 Q2	$31K	Hold	586	–	–	0.03%	183
2021 Q1	$33K	Hold	586	–	–	0.04%	175
2020 Q4	$31K	Hold	586	–	–	0.03%	175
2020 Q3	$25K	Hold	586	–	–	0.03%	190
2020 Q2	$24K	Hold	586	–	–	0.02%	199
2020 Q1	$26K	Hold	586	–	–	0.03%	182
2019 Q4	$26K	Hold	586	–	–	0.02%	215
2019 Q3	$27K	Hold	586	–	–	0.02%	208
2019 Q2	$25K	Hold	586	–	–	0.02%	205
2019 Q1	$21K	Hold	586	–	–	0.02%	229
2018 Q4	$20K	Buy	+586	New	+$21.3K	0.02%	217

Other funds holding RLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Riverview Trust Company's RLI Position: Q2 2024 in Review

Riverview Trust Company sold out of RLI Corp (RLI) in Q2 2024, closing a stake of 586 shares — an estimated $43.5K sold.

Riverview Trust Company first reported a position in RLI in Q4 2018 and held it in 21 quarters. The position peaked at $43.5K in Q1 2024. 393 funds tracked by Wall St. Rank hold RLI as of Q2 2024.

Riverview Trust Company reported no remaining RLI Corp position as of Q2 2024 after selling out during the quarter.
Riverview Trust Company sold 586 RLI Corp shares in Q2 2024, an estimated $43.5K.
Riverview Trust Company first reported a position in RLI Corp in Q4 2018 and held it in 21 quarters.
Riverview Trust Company's RLI Corp position peaked at $43.5K in Q1 2024.
393 funds tracked by Wall St. Rank held RLI Corp as of Q2 2024.

Based on Riverview Trust Company's 13F filing for Q2 2024, filed 16 Jul 2024.