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UMB Bank’s RLI Corp RLI Stock Holding History

UMB Bank’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
2026
Q1 		$134K Buy
2,341
+425
+22% +$25.5K ﹤0.01% 843
2025
Q4 		$123K Sell
1,916
-330
-15% -$20.7K ﹤0.01% 859
2025
Q3 		$146K Buy
2,246
+339
+18% +$22.9K ﹤0.01% 722
2025
Q2 		$138K Buy
1,907
+358
+23% +$26.8K ﹤0.01% 713
2025
Q1 		$124K Buy
1,549
+1,031
+199% +$78.4K ﹤0.01% 692
2024
Q4 		$42.7K Buy
518
+158
+44% +$13.1K ﹤0.01% 979
2024
Q3 		$27.9K Buy
360
+310
+620% +$22.9K ﹤0.01% 1085
2024
Q2 		$3.52K Buy
50
+28
+127% +$2K ﹤0.01% 1561
2024
Q1 		$1.63K Buy
+22
New +$1.57K ﹤0.01% 1591
2022
Q3 		– Sell
-28
Closed -$2K – 1926
2022
Q2 		$2K Hold
28
– – ﹤0.01% 1764
2022
Q1 		$2K Hold
28
– – ﹤0.01% 1845
2021
Q4 		$2K Buy
+28
New +$1.52K ﹤0.01% 1838

Other funds holding RLI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return