Creative Planning

Position in RLI — Rli Corp

CIK 1540235 OVERLAND PARK, KS

Position in RLI

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

Position Value

$6,966,597

+$1,906,066 QoQ

Shares Held

117,938

+32.9% QoQ

Ownership

0.129%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#71

of 423 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $347,734,821 across 35 Insurance - Property & Casualty names. RLI ranks #14 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	215,327	$73,370,521
2	TRV	Travelers Companies, Inc.	152,783	$50,436,723
3	PGR	Progressive Corp/Oh/	154,700	$33,794,214
4	ALL	Allstate Corp	136,521	$32,483,806
5	CINF	Cincinnati Financial Corp	134,765	$24,950,391
6	MKL	Markel Group Inc.	8,072	$15,764,695
7	THG	Hanover Insurance Group, Inc.	49,954	$10,696,150
8	WRB	Berkley W R Corp	150,386	$10,606,724

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,966,597	117,938	+32.9%	Shares	Defined	2026-08-13
2026-03-31	$5,060,531	88,719	-18.3%	Shares	Sole	2026-05-12
2025-12-31	$6,948,995	108,612	+84.8%	Shares	Sole	2026-02-17
2025-09-30	$3,832,456	58,762	+27.2%	Shares	Sole	2025-11-14
2025-06-30	$3,337,574	46,214	+34.4%	Shares	Defined	2025-08-08
2025-03-31	$2,762,629	34,391	+96.1%	Shares	Sole	2025-05-15
2024-12-31	$2,890,952	17,539	-5.6%	Shares	Defined	2025-02-14
2024-09-30	$2,880,457	18,586	+2.4%	Shares	Defined	2024-10-11
2024-06-30	$2,552,397	18,142	+3.3%	Shares	Sole	2024-08-15
2024-03-31	$2,606,242	17,554	+1.6%	Shares	Sole	2024-05-13
2023-12-31	$2,298,981	17,270	-4.7%	Shares	Defined	2024-02-14
2023-09-30	$2,462,598	18,122	-0.4%	Shares	Defined	2023-11-16
2023-06-30	$2,481,843	18,186	+7.5%	Shares	Sole	2023-07-21
2023-03-31	$2,248,172	16,915	+1.9%	Shares	Sole	2023-05-15
2022-12-31	$2,178,425	16,595	-1.7%	Shares	Sole	2023-02-10
2022-09-30	$1,729,198	16,890	+3.7%	Shares	Sole	2022-11-03
2022-06-30	$1,899,484	16,292	+6.9%	Shares	Sole	2022-08-15
2022-03-31	$1,685,779	15,238	+0.4%	Shares	Sole	2022-05-16
2021-12-31	$1,700,893	15,173	+1.5%	Shares	Sole	2022-02-11
2021-09-30	$1,498,735	14,947	+0.4%	Shares	Sole	2021-11-10
2021-06-30	$1,557,449	14,891	+0.4%	Shares	Sole	2021-08-04
2021-03-31	$1,654,806	14,832	+1.2%	Shares	Sole	2021-04-30
2020-12-31	$1,525,901	14,651	+0.5%	Shares	Sole	2021-01-29
2020-09-30	$1,220,448	14,576	+0.0%	Shares	Sole	2020-11-05
2020-06-30	$1,196,607	14,575	-0.1%	Shares	Sole	2020-07-23
2020-03-31	$1,282,371	14,584	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.