Diversified Trust Co

Bank

Position in RLI — Rli Corp

CIK 1479844 MEMPHIS, TN

Position in RLI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$825,916

+$2,601 QoQ

Shares Held

13,982

-3.1% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#189

of 420 holders

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Diversified Trust Co holds $30,615,832 across 13 Insurance - Property & Casualty names. RLI ranks #9 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	51,950	$17,701,442
2	KNSL	Kinsale Capital Group, Inc.	8,519	$2,809,651
3	TRV	Travelers Companies, Inc.	4,521	$1,492,472
4	PGR	Progressive Corp/Oh/	6,089	$1,330,142
5	MCY	Mercury General Corp	10,983	$1,171,007
6	SKWD	Skyward Specialty Insurance Group, Inc.	20,000	$1,167,000
7	AFG	American Financial Group Inc	8,181	$1,144,849
8	PLMR	Palomar Holdings, Inc.	8,332	$1,053,081

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$825,916	13,982	-3.1%	Shares	Sole	2026-07-17
2026-03-31	$823,315	14,434	+4.0%	Shares	Sole	2026-04-16
2025-12-31	$888,234	13,883	+78.4%	Shares	Sole	2026-01-09
2025-09-30	$507,672	7,784	+14.1%	Shares	Sole	2025-10-20
2025-06-30	$492,829	6,824	-0.2%	Shares	Sole	2025-07-11
2025-03-31	$549,457	6,840	+195.8%	Shares	Sole	2025-04-24
2024-03-31	$343,262	2,312	-45.7%	Shares	Sole	2024-04-18
2023-12-31	$566,558	4,256	-19.1%	Shares	Sole	2024-01-08
2023-09-30	$714,917	5,261	+2.9%	Shares	Sole	2023-11-17
2023-06-30	$697,498	5,111	—	Shares	Sole	2023-07-18
No filing history on record for this holder in this stock.