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TCI Wealth Advisors’s RLI Corp RLI Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-250
Closed -$16.6K – 1799
2023
Q1 		$16.6K Hold
250
– – ﹤0.01% 803
2022
Q4 		$16.4K Hold
250
– – ﹤0.01% 793
2022
Q3 		$13K Buy
250
+32
+15% +$1.79K ﹤0.01% 876
2022
Q2 		$13K Buy
218
+72
+49% +$4.13K ﹤0.01% 868
2022
Q1 		$8K Hold
146
– – ﹤0.01% 1269
2021
Q4 		$8K Hold
146
– – ﹤0.01% 1358
2021
Q3 		$7K Buy
146
+98
+204% +$5.21K ﹤0.01% 1381
2021
Q2 		$3K Hold
48
– – ﹤0.01% 1837
2021
Q1 		$3K Buy
+48
New +$2.55K ﹤0.01% 1575

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TCI Wealth Advisors's RLI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of RLI Corp (RLI) in Q2 2023, closing a stake of 250 shares — an estimated $16.6K sold.

TCI Wealth Advisors first reported a position in RLI in Q1 2021 and held it in 9 quarters. The position peaked at $16.6K in Q1 2023. 359 funds tracked by Wall St. Rank hold RLI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining RLI Corp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 250 RLI Corp shares in Q2 2023, an estimated $16.6K.
  • TCI Wealth Advisors first reported a position in RLI Corp in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's RLI Corp position peaked at $16.6K in Q1 2023.
  • 359 funds tracked by Wall St. Rank held RLI Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.