Position in RLI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,143,453
+$125,708 QoQ
Shares Held
120,932
-1.7% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#68
of 420 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, 2026Prospera Financial Services Inc holds $26,229,100 across 8 Insurance - Property & Casualty names. RLI ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
26,373 | $8,986,336 | |
| 2 | RLI |
Rli Corp
This page
|
120,932 | $7,143,453 | |
| 3 | TRV |
Travelers Companies, Inc.
|
15,647 | $5,165,387 | |
| 4 | WRB |
Berkley W R Corp
|
32,977 | $2,325,867 | |
| 5 | PGR |
Progressive Corp/Oh/
|
6,086 | $1,329,486 | |
| 6 | CINF |
Cincinnati Financial Corp
|
2,831 | $524,131 | |
| 7 | ALL |
Allstate Corp
|
2,165 | $515,140 | |
| 8 | ORI |
Old Republic International Corp
|
5,848 | $239,300 |
All Filings in RLI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,143,453 | 120,932 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,017,745 | 123,032 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,780,735 | 121,612 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,943,897 | 152,467 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,933,169 | 151,387 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,072,153 | 150,282 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,071,537 | 85,370 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,204,141 | 85,199 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,378,303 | 80,875 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||