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Rli shares owned by Clark Wealth Partners

Quarter-by-quarter ownership of Rli (RLI) shares owned by Clark Wealth Partners from 13F filings

Historical chart of Clark Wealth Partners investment in Rli

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All positions including Rli held by Clark Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rli by Clark Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $17k 266 63.98
2025-09-30 $17k 266 63.98
2025-06-30 $32k 440 72.22
2025-03-31 $35k 440 80.33

More positions owned by Clark Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Hdg Msci Eafe (HEFA)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
McDonald's Corporation (MCD)
International Business Machines (IBM)

View all positions for Clark Wealth Partners

Top funds holding Rli

Vanguard Group
State Street Corporation
BlackRock
Kayne Anderson Rudnick Investment Management
Markel Corporation
Geode Capital Management
Daniel D. Thurber
Dimensional Fund Advisors
Maren Capital
Jpmorgan Chase & Co
Port Capital
Van Berkom & Associates
T. Rowe Price Investment Management
Invesco
Charles Schwab Investment Management

View all funds holding Rli