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Tortoise Investment Management’s RLI Corp RLI Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-1
Closed -$65 – 1185
2025
Q3 		$65 Buy
+1
New +$68 ﹤0.01% 1460

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

Tortoise Investment Management's RLI Position: Q4 2025 in Review

Tortoise Investment Management sold out of RLI Corp (RLI) in Q4 2025, closing a stake of 1 share — an estimated $65 sold.

Tortoise Investment Management first reported a position in RLI in Q3 2025 and held it in 1 quarter. The position peaked at $65 in Q3 2025. 437 funds tracked by Wall St. Rank hold RLI as of Q4 2025.

  • Tortoise Investment Management reported no remaining RLI Corp position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 RLI Corp share in Q4 2025, an estimated $65.
  • Tortoise Investment Management first reported a position in RLI Corp in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's RLI Corp position peaked at $65 in Q3 2025.
  • 437 funds tracked by Wall St. Rank held RLI Corp as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.