Position in RLI
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$21,280,144
-$517,634 QoQ
Shares Held
360,253
-5.7% QoQ
Ownership
0.393%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#45
of 423 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RLI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CONFLUENCE INVESTMENT MANAGEMENT LLC holds $376,453,903 across 6 Insurance - Property & Casualty names. RLI ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
460,772 | $157,003,450 | |
| 2 | PGR |
Progressive Corp/Oh/
|
557,408 | $121,765,776 | |
| 3 | WRB |
Berkley W R Corp
|
1,031,752 | $73,264,709 | |
| 4 | RLI |
Rli Corp
This page
|
360,253 | $21,280,144 | |
| 5 | HGTY |
Hagerty, Inc.
|
132,055 | $1,574,095 | |
| 6 | STC |
Stewart Information Services Corp
|
23,716 | $1,565,729 |
All Filings in RLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,280,144 | 360,253 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $21,797,778 | 382,149 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $1,427,969 | 22,319 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,115,801 | 32,441 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,521,416 | 34,913 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,120,280 | 13,946 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||