Van Hulzen Asset Management’s RLI Corp RLI Stock Holding History

Van Hulzen Asset 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
2026 Q1	$1.52M	Sell	26,719 -3,327	-11%	-$200K	0.11%	121
2025 Q4	$1.92M	Buy	30,046 +14,886	+98%	+$935K	0.14%	108
2025 Q3	$989K	Sell	15,160 -381	-2%	-$25.8K	0.07%	162
2025 Q2	$1.12M	Sell	15,541 -1,978	-11%	-$148K	0.09%	143
2025 Q1	$1.41M	Sell	17,519 -781	-4%	-$59.4K	0.13%	128
2024 Q4	$1.51M	Buy	18,300 +1,290	+8%	+$107K	0.11%	135
2024 Q3	$1.32M	Buy	17,010 +966	+6%	+$71.4K	0.1%	140
2024 Q2	$1.13M	Buy	16,044 +1,010	+7%	+$72.3K	0.08%	148
2024 Q1	$1.12M	Buy	15,034 +1,846	+14%	+$132K	0.07%	158
2023 Q4	$878K	Buy	13,188 +488	+4%	+$32.8K	0.06%	176
2023 Q3	$863K	Buy	12,700 +3,840	+43%	+$259K	0.07%	170
2023 Q2	$605K	Buy	8,860 +1,536	+21%	+$102K	0.05%	166
2023 Q1	$487K	Buy	+7,324	New	+$486K	0.05%	180

Other funds holding RLI

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return