Position in RLI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,086,474
-$180,384 QoQ
Shares Held
18,393
-17.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#170
of 423 holders
Holding Since
Jun 2024
9 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, 2026Atria Investments, Inc holds $43,360,825 across 17 Insurance - Property & Casualty names. RLI ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
47,028 | $16,024,320 | |
| 2 | PGR |
Progressive Corp/Oh/
|
37,251 | $8,137,480 | |
| 3 | WRB |
Berkley W R Corp
|
68,714 | $4,846,398 | |
| 4 | MKL |
Markel Group Inc.
|
1,719 | $3,357,224 | |
| 5 | ALL |
Allstate Corp
|
11,982 | $2,850,997 | |
| 6 | CINF |
Cincinnati Financial Corp
|
13,355 | $2,472,544 | |
| 7 | RLI |
Rli Corp
This page
|
18,393 | $1,086,474 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
2,233 | $736,465 |
All Filings in RLI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,086,474 | 18,393 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,266,858 | 22,210 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,400,778 | 21,894 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,045,998 | 16,038 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,428,222 | 19,776 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,351,070 | 16,819 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,602,477 | 9,722 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,453,712 | 9,380 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,216,265 | 8,645 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||