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Wealth Alliance’s RLI Corp RLI Stock Holding History

Wealth Alliance’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
Q2 		– Sell
-2,554
Closed -$205K – 563
2025
Q1 		$205K Sell
2,554
-26
-1% -$1.98K 0.02% 492
2024
Q4 		$213K Sell
2,580
-50
-2% -$4.15K 0.03% 467
2024
Q3 		$204K Buy
+2,630
New +$194K 0.02% 499
2023
Q2 		– Sell
-3,274
Closed -$218K – 528
2023
Q1 		$218K Sell
3,274
-14
-0.4% -$930 0.04% 459
2022
Q4 		$216K Buy
+3,288
New +$204K 0.04% 449
2022
Q3 		– Sell
-3,518
Closed -$205K – 475
2022
Q2 		$205K Buy
+3,518
New +$202K 0.04% 416
2022
Q1 		– Sell
-3,816
Closed -$214K – 479
2021
Q4 		$214K Buy
+3,816
New +$207K 0.04% 415
2021
Q3 		– Sell
-3,858
Closed -$202K – 444
2021
Q2 		$202K Sell
3,858
-162
-4% -$8.8K 0.05% 407
2021
Q1 		$224K Sell
4,020
-374
-9% -$19.9K 0.06% 357
2020
Q4 		$229K Buy
+4,394
New +$211K 0.07% 341

Other funds holding RLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return