Position in RLI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,713,187
-$549,716 QoQ
Shares Held
113,648
-10.7% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 423 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in RLI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $678,099,563 across 34 Insurance - Property & Casualty names. RLI ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
576,647 | $196,486,698 | |
| 2 | TRV |
Travelers Companies, Inc.
|
409,993 | $135,346,889 | |
| 3 | PGR |
Progressive Corp/Oh/
|
444,022 | $96,996,605 | |
| 4 | ALL |
Allstate Corp
|
374,144 | $89,023,823 | |
| 5 | CINF |
Cincinnati Financial Corp
|
150,719 | $27,904,115 | |
| 6 | ORI |
Old Republic International Corp
|
426,745 | $17,462,405 | |
| 7 | MKL |
Markel Group Inc.
|
8,779 | $17,145,474 | |
| 8 | WRB |
Berkley W R Corp
|
231,781 | $16,347,513 |
All Filings in RLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,713,187 | 113,648 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,262,903 | 127,330 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,006,841 | 125,146 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,267,939 | 126,770 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,326,490 | 129,140 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,449,776 | 80,291 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,251,342 | 37,926 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,069,860 | 32,713 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,493,779 | 31,941 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,607,657 | 44,505 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,088,908 | 45,740 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,979,024 | 43,999 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,003,861 | 43,994 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,846,445 | 43,988 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,838,101 | 44,474 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,112,857 | 49,940 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,479,474 | 72,729 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,468,505 | 76,548 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,428,350 | 75,186 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,523,258 | 75,030 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,447,958 | 71,211 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,930,841 | 71,084 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,454,640 | 71,576 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,680,578 | 67,844 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,422,787 | 66,051 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,303,150 | 26,193 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||