Position in RLI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,417
+$778 QoQ
Shares Held
24
+140.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#392
of 420 holders
Holding Since
Dec 2025
2 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, 2026Transamerica Financial Advisors, LLC holds $2,506,624 across 19 Insurance - Property & Casualty names. RLI ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,687 | $915,568 | |
| 2 | PGR |
Progressive Corp/Oh/
|
3,367 | $735,521 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,284 | $423,874 | |
| 4 | WRB |
Berkley W R Corp
|
1,819 | $128,294 | |
| 5 | CINF |
Cincinnati Financial Corp
|
548 | $101,456 | |
| 6 | HCI |
HCI Group, Inc.
|
543 | $95,160 | |
| 7 | AIZ |
Assurant, Inc.
|
147 | $39,473 | |
| 8 | ALL |
Allstate Corp
|
132 | $31,408 |
All Filings in RLI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,417 | 24 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $639 | 10 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||