Position in RLI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$567,719
-$131,966 QoQ
Shares Held
9,953
-9.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in RLI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CWM, LLC holds $162,095,451 across 43 Insurance - Property & Casualty names. RLI ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
134,046 | $39,098,537 | |
| 2 | CB |
Chubb Ltd
|
110,012 | $35,856,211 | |
| 3 | ALL |
Allstate Corp
|
153,921 | $31,913,980 | |
| 4 | WRB |
Berkley W R Corp
|
280,114 | $18,565,955 | |
| 5 | PGR |
Progressive Corp/Oh/
|
49,095 | $9,732,592 | |
| 6 | ORI |
Old Republic International Corp
|
143,391 | $5,721,300 | |
| 7 | CINF |
Cincinnati Financial Corp
|
25,485 | $4,010,064 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
17,700 | $3,068,295 |
All Filings in RLI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $567,719 | 9,953 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $699,685 | 10,936 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $714,093 | 10,949 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $593,287 | 8,215 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $636,374 | 7,922 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $658,001 | 3,992 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $600,547 | 3,875 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $527,446 | 3,749 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $555,426 | 3,741 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $496,670 | 3,731 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,016,864 | 7,483 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $986,814 | 7,231 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $18,740 | 141 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $17,065 | 130 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $13,411 | 131 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $14,806 | 127 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,084 | 55 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,389 | 57 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $3,974 | 38 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $4,239 | 38 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $3,957 | 38 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $3,181 | 38 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $3,119 | 38 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $3,341 | 38 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||