Intelligent Financial Strategies »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rli by Intelligent Financial Strategies

Quarter filed Position value Share count Share price at filing
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)
Vanguard Dividend Appreciation ETF (VIG)
iShares S&P 500 Index (IVV)
Vanguard Total World Stock Idx (VT)
Apple (AAPL)
Dimensional Etf Trust (DFAC)
Microsoft Corporation (MSFT)
SPDR S&P MidCap 400 ETF (MDY)
MasterCard Incorporated (MA)
Alphabet COM - Class C (GOOG)
Visa (V)

View all positions for Intelligent Financial Strategies

Top funds holding Rli

Vanguard Group
BlackRock
Neuberger Berman Group
Markel Corporation
Dimensional Fund Advisors
Jpmorgan Chase & Co
Thrivent Financial for Lutherans
Geode Capital Management
Port Capital
Morgan Stanley
Alliancebernstein
Maren Capital
Van Berkom & Associates
T. Rowe Price Investment Management
Charles Schwab Investment Management

View all funds holding Rli