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Steward Financial Group’s RLI Corp RLI Stock Holding History

Steward Financial Group’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
2023
Q3 		$4K Buy
+62
New +$4.18K ﹤0.01% 758
2022
Q3 		– Sell
-36
Closed -$2K – 1053
2022
Q2 		$2K Buy
+36
New +$2.06K ﹤0.01% 602

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Steward Financial Group's RLI Position: Q3 2023 in Review

Steward Financial Group opened a new position in RLI Corp (RLI) in Q3 2023: 62 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in RLI as recently as Q2 2022.

Steward Financial Group first reported a position in RLI in Q2 2022 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold RLI as of Q3 2023.

  • Steward Financial Group held 62 shares of RLI Corp worth $4K as of Q3 2023.
  • RLI Corp was a new Steward Financial Group position in Q3 2023.
  • RLI Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #758 holding.
  • Steward Financial Group first reported a position in RLI Corp in Q2 2022 and has held it in 2 quarters since.
  • 355 funds tracked by Wall St. Rank held RLI Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.