SJS Investment Consulting’s RLI Corp RLI Stock Holding History

SJS Investment Consulting’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	$913	Buy	16 +11	+220%	+$661	﹤0.01%	1514
2025 Q4	$320	Sell	5 -5	-50%	-$314	﹤0.01%	1661
2025 Q3	$653	Sell	10 -221	-96%	-$14.9K	﹤0.01%	1150
2025 Q2	$16.7K	Sell	231 -6	-3%	-$450	﹤0.01%	299
2025 Q1	$19K	Buy	237 +1	+0.4%	+$76	﹤0.01%	291
2024 Q4	$19.5K	Sell	236 -10	-4%	-$830	﹤0.01%	284
2024 Q3	$19.1K	Hold	246	–	–	﹤0.01%	287
2024 Q2	$17.3K	Hold	246	–	–	﹤0.01%	282
2024 Q1	$18.2K	Buy	246 +2	+0.8%	+$143	﹤0.01%	291
2023 Q4	$16.3K	Sell	244 -2	-0.8%	-$134	﹤0.01%	254
2023 Q3	$16.7K	Buy	246 +4	+2%	+$270	﹤0.01%	247
2023 Q2	$16.5K	Buy	242 +48	+25%	+$3.19K	﹤0.01%	239
2023 Q1	$12.9K	Buy	194 +60	+45%	+$3.98K	﹤0.01%	264
2022 Q4	$8.75K	Buy	134 +12	+10%	+$746	﹤0.01%	296
2022 Q3	$6K	Buy	+122	New	+$6.82K	﹤0.01%	326
2022 Q1	$6K	Buy	110 +4	+4%	+$211	﹤0.01%	433
2021 Q4	$6K	Buy	+106	New	+$5.74K	﹤0.01%	412

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