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TFO Wealth Partners’s RLI Corp RLI Stock Holding History

TFO Wealth Partners’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
-4
Closed -$297 – 610
2024
Q1 		$297 Hold
4
– – ﹤0.01% 401
2023
Q4 		$266 Hold
4
– – ﹤0.01% 550
2023
Q3 		$273 Hold
4
– – ﹤0.01% 695
2023
Q2 		$273 Hold
4
– – ﹤0.01% 429
2023
Q1 		$266 Sell
4
-58
-94% -$3.85K ﹤0.01% 406
2022
Q4 		$1.41K Buy
+62
New +$3.86K ﹤0.01% 304

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

TFO Wealth Partners's RLI Position: Q2 2024 in Review

TFO Wealth Partners sold out of RLI Corp (RLI) in Q2 2024, closing a stake of 4 shares — an estimated $297 sold.

TFO Wealth Partners first reported a position in RLI in Q4 2022 and held it in 6 quarters. The position peaked at $1.41K in Q4 2022. 393 funds tracked by Wall St. Rank hold RLI as of Q2 2024.

  • TFO Wealth Partners reported no remaining RLI Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 RLI Corp shares in Q2 2024, an estimated $297.
  • TFO Wealth Partners first reported a position in RLI Corp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's RLI Corp position peaked at $1.41K in Q4 2022.
  • 393 funds tracked by Wall St. Rank held RLI Corp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.