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Rli shares owned by Intelligent Financial Strategies

Quarter-by-quarter ownership of Rli (RLI) shares owned by Intelligent Financial Strategies from 13F filings

Historical chart of Intelligent Financial Strategies investment in Rli

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All positions including Rli held by Intelligent Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rli by Intelligent Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 92 154.98
2024-06-30 $13k 92 140.68
2024-03-31 $45k 300 148.47

More positions owned by Intelligent Financial Strategies

Berkshire Hathaway Inc Del COM - Class B (BRK.B)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Total Stock Market ETF (VTI)
American Centy Etf Tr (AVGE)
DFA Tax-Managed US Marketwide Value II (DFUV)
Apple (AAPL)
Vanguard Dividend Appreciation ETF (VIG)
iShares S&P 500 Index (IVV)
Berkshire Hathaway Inc Del COM - Class A (BRK.A)
Dimensional Etf Trust (DFAC)
Microsoft Corporation (MSFT)
Alphabet COM - Class C (GOOG)
SPDR S&P MidCap 400 ETF (MDY)
MasterCard Incorporated (MA)
Visa (V)

View all positions for Intelligent Financial Strategies

Top funds holding Rli

Vanguard Group
State Street Corporation
BlackRock
Kayne Anderson Rudnick Investment Management
Neuberger Berman Group
Markel Corporation
Dimensional Fund Advisors
Geode Capital Management
Jpmorgan Chase & Co
Port Capital
Invesco
Morgan Stanley
Van Berkom & Associates
T. Rowe Price Investment Management
Alliancebernstein

View all funds holding Rli