Position in RLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$50,098,802
+$3,832,632 QoQ
Shares Held
848,126
+4.6% QoQ
Ownership
0.924%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#24
of 423 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in RLI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bragg Financial Advisors, Inc holds $92,277,101 across 5 Insurance - Property & Casualty names. RLI ranks #1 (54.3% of the industry book) .
All Filings in RLI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,098,802 | 848,126 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $46,266,170 | 811,118 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,948,098 | 780,683 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $48,663,968 | 746,151 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $29,666,964 | 410,786 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,808,780 | 408,425 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $28,971,839 | 175,768 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $27,072,371 | 174,683 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,542,807 | 174,446 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $25,786,566 | 173,682 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $23,113,891 | 173,632 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $23,538,186 | 173,215 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,365,775 | 141,905 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $18,725,291 | 140,887 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,503,950 | 140,961 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,437,627 | 141,020 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,485,709 | 141,399 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,593,519 | 140,952 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $15,704,985 | 140,098 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,047,626 | 140,098 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,625,551 | 139,837 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $15,630,622 | 140,097 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,350,538 | 80,178 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,664,740 | 79,598 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,342,000 | 65,067 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,538,974 | 62,993 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||