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WealthTrak Capital Management’s RLI Corp RLI Stock Holding History

WealthTrak 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
2025
Q1 		– Sell
-2
Closed -$165 – 1092
2024
Q4 		$165 Buy
+2
New +$166 ﹤0.01% 826

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 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
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

WealthTrak Capital Management's RLI Position: Q1 2025 in Review

WealthTrak Capital Management sold out of RLI Corp (RLI) in Q1 2025, closing a stake of 2 shares — an estimated $165 sold.

WealthTrak Capital Management first reported a position in RLI in Q4 2024 and held it in 1 quarter. The position peaked at $165 in Q4 2024. 421 funds tracked by Wall St. Rank hold RLI as of Q1 2025.

  • WealthTrak Capital Management reported no remaining RLI Corp position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 2 RLI Corp shares in Q1 2025, an estimated $165.
  • WealthTrak Capital Management first reported a position in RLI Corp in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's RLI Corp position peaked at $165 in Q4 2024.
  • 421 funds tracked by Wall St. Rank held RLI Corp as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.