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SYSTM Wealth Solutions’s RLI Corp RLI Stock Holding History

SYSTM Wealth Solutions’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
-1,604
Closed -$119K – 911
2024
Q1 		$119K Hold
1,604
– – 0.02% 457
2023
Q4 		$107K Buy
+1,604
New +$108K 0.01% 452
2023
Q2 		– Sell
-5,852
Closed -$389K – 516
2023
Q1 		$389K Sell
5,852
-198
-3% -$13.2K 0.06% 338
2022
Q4 		$397K Buy
+6,050
New +$376K 0.05% 381

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's RLI Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of RLI Corp (RLI) in Q2 2024, closing a stake of 1,604 shares — an estimated $119K sold.

SYSTM Wealth Solutions first reported a position in RLI in Q4 2022 and held it in 4 quarters. The position peaked at $397K in Q4 2022. 393 funds tracked by Wall St. Rank hold RLI as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining RLI Corp position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,604 RLI Corp shares in Q2 2024, an estimated $119K.
  • SYSTM Wealth Solutions first reported a position in RLI Corp in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's RLI Corp position peaked at $397K in Q4 2022.
  • 393 funds tracked by Wall St. Rank held RLI Corp as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.