Turning Point Benefit Group’s RLI Corp RLI Stock Holding History

Turning Point Benefit Group’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	-$63	–	898
2025 Q3	$63	Buy	+1	New	+$68	﹤0.01%	740

Other funds holding RLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return

Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

Turning Point Benefit Group's RLI Position: Q4 2025 in Review

Turning Point Benefit Group sold out of RLI Corp (RLI) in Q4 2025, closing a stake of 1 share — an estimated $63 sold.

Turning Point Benefit Group first reported a position in RLI in Q3 2025 and held it in 1 quarter. The position peaked at $63 in Q3 2025. 437 funds tracked by Wall St. Rank hold RLI as of Q4 2025.

Turning Point Benefit Group reported no remaining RLI Corp position as of Q4 2025 after selling out during the quarter.
Turning Point Benefit Group sold 1 RLI Corp share in Q4 2025, an estimated $63.
Turning Point Benefit Group first reported a position in RLI Corp in Q3 2025 and held it in 1 quarter.
Turning Point Benefit Group's RLI Corp position peaked at $63 in Q3 2025.
437 funds tracked by Wall St. Rank held RLI Corp as of Q4 2025.

Based on Turning Point Benefit Group's 13F filing for Q4 2025, filed 30 Jan 2026.