West Branch Capital’s RLI Corp RLI Stock Holding History

West Branch Capital’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 Q3	–	Sell	-48	Closed	-$3.47K	–	483
2025 Q2	$3.47K	Hold	48	–	–	﹤0.01%	351
2025 Q1	$3.86K	Buy	+48	New	+$3.65K	﹤0.01%	364

Other funds holding RLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return

Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

West Branch Capital's RLI Position: Q3 2025 in Review

West Branch Capital sold out of RLI Corp (RLI) in Q3 2025, closing a stake of 48 shares — an estimated $3.47K sold.

West Branch Capital first reported a position in RLI in Q1 2025 and held it in 2 quarters. The position peaked at $3.86K in Q1 2025. 433 funds tracked by Wall St. Rank hold RLI as of Q3 2025.

West Branch Capital reported no remaining RLI Corp position as of Q3 2025 after selling out during the quarter.
West Branch Capital sold 48 RLI Corp shares in Q3 2025, an estimated $3.47K.
West Branch Capital first reported a position in RLI Corp in Q1 2025 and held it in 2 quarters.
West Branch Capital's RLI Corp position peaked at $3.86K in Q1 2025.
433 funds tracked by Wall St. Rank held RLI Corp as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.