Fund Rotates Into Insurance Stock With Big Purchase
On November 12, 2025, Wealthedge Investment Advisors, LLC disclosed a new $3.32 million position in (NYSE:RLI)after purchasing 50,952 shares in the latest quarter.
According to a Securities and Exchange Commission (SEC) filing dated November 12, 2025, Wealthedge Investment Advisors, LLC initiated a new stake in RLI, acquiring 50,952 shares. The estimated value of the new holding totaled $3.32 million at the end of the quarter. This addition brought the fund’s total reportable positions to 127 as of September 30, 2025.
This new position in RLI represents 1.26% of the fund’s reportable U.S. equity assets under management (AUM).
Source Fool.com
