WTA
RLI icon

Washington Trust Advisors’s RLI Corp RLI Stock Holding History

Washington Trust 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
2022
Q4 		– Sell
-220
Closed -$11K – 865
2022
Q3 		$11K Hold
220
– – ﹤0.01% 590
2022
Q2 		$13K Hold
220
– – ﹤0.01% 597
2022
Q1 		$12K Sell
220
-12
-5% -$633 ﹤0.01% 687
2021
Q4 		$13K Buy
+232
New +$12.6K ﹤0.01% 696

Other funds holding RLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Washington Trust Advisors's RLI Position: Q4 2022 in Review

Washington Trust Advisors sold out of RLI Corp (RLI) in Q4 2022, closing a stake of 220 shares — an estimated $11K sold.

Washington Trust Advisors first reported a position in RLI in Q4 2021 and held it in 4 quarters. The position peaked at $13K in Q2 2022. 331 funds tracked by Wall St. Rank hold RLI as of Q4 2022.

  • Washington Trust Advisors reported no remaining RLI Corp position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 220 RLI Corp shares in Q4 2022, an estimated $11K.
  • Washington Trust Advisors first reported a position in RLI Corp in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's RLI Corp position peaked at $13K in Q2 2022.
  • 331 funds tracked by Wall St. Rank held RLI Corp as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.