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Wealthcare Capital Management’s RLI Corp RLI Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-24
Closed -$1K – 543
2021
Q1 		$1K Buy
+24
New +$1.27K ﹤0.01% 716

Other funds holding RLI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Wealthcare Capital Management's RLI Position: Q2 2021 in Review

Wealthcare Capital Management sold out of RLI Corp (RLI) in Q2 2021, closing a stake of 24 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in RLI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 280 funds tracked by Wall St. Rank hold RLI as of Q2 2021.

  • Wealthcare Capital Management reported no remaining RLI Corp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 24 RLI Corp shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in RLI Corp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's RLI Corp position peaked at $1K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held RLI Corp as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.