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Wipfli Financial Advisors’s RLI Corp RLI Stock Holding History

Wipfli Financial 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
Q3 		$42K Buy
+816
New +$45.6K ﹤0.01% 1185

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's RLI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in RLI Corp (RLI) in Q3 2022: 816 shares worth $42K. The stake represents ﹤0.01% of the portfolio and ranks #1185 among its holdings.

316 funds tracked by Wall St. Rank hold RLI as of Q3 2022.

  • Wipfli Financial Advisors held 816 shares of RLI Corp worth $42K as of Q3 2022.
  • RLI Corp was a new Wipfli Financial Advisors position in Q3 2022.
  • RLI Corp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1185 holding.
  • 316 funds tracked by Wall St. Rank held RLI Corp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.