CAPTRUST FINANCIAL ADVISORS

Position in RLI — Rli Corp

CIK 1512024 RALEIGH, NC

Position in RLI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$652,250

+$233,577 QoQ

Shares Held

11,042

+50.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#207

of 423 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $299,634,285 across 25 Insurance - Property & Casualty names. RLI ranks #20 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORI	Old Republic International Corp	2,758,825	$112,891,119
2	MKL	Markel Group Inc.	26,522	$51,797,731
3	CB	Chubb Ltd	90,743	$30,919,769
4	ALL	Allstate Corp	127,397	$30,312,842
5	TRV	Travelers Companies, Inc.	52,249	$17,248,439
6	WRB	Berkley W R Corp	243,134	$17,148,241
7	PGR	Progressive Corp/Oh/	28,537	$6,233,907
8	CINF	Cincinnati Financial Corp	26,910	$4,982,117

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$652,250	11,042	+50.4%	Shares	Sole	2026-08-13
2026-03-31	$418,673	7,340	-1.9%	Shares	Sole	2026-05-15
2025-12-31	$478,698	7,482	+9.5%	Shares	Sole	2026-02-17
2025-09-30	$445,452	6,830	+30.2%	Shares	Sole	2025-11-19
2025-06-30	$378,866	5,246	+2.4%	Shares	Sole	2025-08-15
2025-03-31	$411,450	5,122	+95.7%	Shares	Sole	2025-05-15
2024-12-31	$431,360	2,617	-1.0%	Shares	Sole	2025-02-14
2024-09-30	$409,767	2,644	+12.6%	Shares	Sole	2024-11-14
2024-06-30	$330,480	2,349	-45.2%	Shares	Sole	2024-08-15
2024-03-31	$635,897	4,283	-43.2%	Shares	Sole	2024-05-15
2023-12-31	$1,003,991	7,542	-5.5%	Shares	Sole	2024-02-14
2023-09-30	$1,083,994	7,977	+4.5%	Shares	Sole	2023-11-15
2023-06-30	$1,041,266	7,630	-1.4%	Shares	Sole	2023-08-15
2023-03-31	$1,028,058	7,735	-0.3%	Shares	Sole	2023-05-15
2022-12-31	$1,018,655	7,760	-1.4%	Shares	Sole	2023-02-15
2022-09-30	$805,628	7,869	+23.3%	Shares	Sole	2022-11-16
2022-06-30	$743,844	6,380	+1.2%	Shares	Sole	2022-08-23
2022-03-31	$697,411	6,304	+67.5%	Shares	Sole	2022-05-16
2021-12-31	$421,832	3,763	+109.9%	Shares	Sole	2022-02-14
2021-09-30	$179,784	1,793	+87.4%	Shares	Sole	2021-11-16
2021-06-30	$100,092	957	-2.6%	Shares	Sole	2021-08-16
2021-03-31	$109,673	983	-50.7%	Shares	Sole	2021-05-17
2020-12-31	$207,779	1,995	+3.9%	Shares	Sole	2021-02-16
2020-09-30	$160,761	1,920	0.0%	Shares	Sole	2020-11-17
2020-06-30	$157,632	1,920	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.