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Tower View Wealth Management’s RLI Corp RLI Stock Holding History

Tower View Wealth 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
Q3 		– Sell
-4,130
Closed -$298K – 192
2025
Q2 		$298K Buy
+4,130
New +$310K 0.15% 50

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
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Tower View Wealth Management's RLI Position: Q3 2025 in Review

Tower View Wealth Management sold out of RLI Corp (RLI) in Q3 2025, closing a stake of 4,130 shares — an estimated $298K sold.

Tower View Wealth Management first reported a position in RLI in Q2 2025 and held it in 1 quarter. The position peaked at $298K in Q2 2025. 433 funds tracked by Wall St. Rank hold RLI as of Q3 2025.

  • Tower View Wealth Management reported no remaining RLI Corp position as of Q3 2025 after selling out during the quarter.
  • Tower View Wealth Management sold 4,130 RLI Corp shares in Q3 2025, an estimated $298K.
  • Tower View Wealth Management first reported a position in RLI Corp in Q2 2025 and held it in 1 quarter.
  • Tower View Wealth Management's RLI Corp position peaked at $298K in Q2 2025.
  • 433 funds tracked by Wall St. Rank held RLI Corp as of Q3 2025.

Based on Tower View Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.