Rli shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Rli (RLI) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Rli
Tip: Access up to 7 years of quarterly data
All positions including Rli held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Rli by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 4.5k | 568.81 |
| 2025-03-31 | $39k | 480 | 80.33 |
| 2024-12-31 | $40k | 240 | 164.83 |
| 2024-09-30 | $37k | 240 | 154.98 |
| 2024-06-30 | $34k | 240 | 140.69 |
| 2024-03-31 | $36k | 240 | 148.47 |
| 2023-12-31 | $32k | 240 | 133.12 |
| 2023-09-30 | $33k | 240 | 135.89 |
| 2023-06-30 | $33k | 240 | 136.47 |
| 2023-03-31 | $32k | 240 | 132.91 |
| 2022-12-31 | $32k | 240 | 131.27 |