Position in RLI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,544
+$122 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#368
of 413 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RLI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $179,606 across 16 Insurance - Property & Casualty names. RLI ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
431 | $102,552 | |
| 2 | PGR |
Progressive Corp/Oh/
|
148 | $32,330 | |
| 3 | CB |
Chubb Ltd
|
87 | $29,644 | |
| 4 | TRV |
Travelers Companies, Inc.
|
12 | $3,961 | |
| 5 | RLI |
Rli Corp
This page
|
60 | $3,544 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
8 | $2,638 | |
| 7 | PLMR |
Palomar Holdings, Inc.
|
11 | $1,390 | |
| 8 | MCY |
Mercury General Corp
|
7 | $746 |
All Filings in RLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,544 | 60 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,422 | 60 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,838 | 60 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,913 | 60 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,333 | 60 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,819 | 60 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,944 | 30 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,649 | 30 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,220 | 30 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,454 | 30 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,993 | 30 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,076 | 30 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,094 | 30 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,987 | 30 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,938 | 30 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,142 | 60 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $6,995 | 60 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,637 | 60 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,726 | 60 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,016 | 60 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,275 | 60 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,694 | 60 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,249 | 60 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,023 | 60 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,926 | 60 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,275 | 60 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||