Values First Advisors’s RLI Corp RLI Stock Holding History

Values First Advisors’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 Q4	–	Sell	-902	Closed	-$69.8K	–	279
2024 Q3	$69.8K	Buy	+902	New	+$66.7K	0.04%	212

Other funds holding RLI

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Values First Advisors's RLI Position: Q4 2024 in Review

Values First Advisors sold out of RLI Corp (RLI) in Q4 2024, closing a stake of 902 shares — an estimated $69.8K sold.

Values First Advisors first reported a position in RLI in Q3 2024 and held it in 1 quarter. The position peaked at $69.8K in Q3 2024. 433 funds tracked by Wall St. Rank hold RLI as of Q4 2024.

Values First Advisors reported no remaining RLI Corp position as of Q4 2024 after selling out during the quarter.
Values First Advisors sold 902 RLI Corp shares in Q4 2024, an estimated $69.8K.
Values First Advisors first reported a position in RLI Corp in Q3 2024 and held it in 1 quarter.
Values First Advisors's RLI Corp position peaked at $69.8K in Q3 2024.
433 funds tracked by Wall St. Rank held RLI Corp as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.