Position in RLI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,894
-$72 QoQ
Shares Held
49
+36.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#377
of 423 holders
Holding Since
Jun 2020
19 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,944,177 across 21 Insurance - Property & Casualty names. RLI ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
7,130 | $2,353,755 | |
| 2 | CB |
Chubb Ltd
|
6,254 | $2,130,987 | |
| 3 | WRB |
Berkley W R Corp
|
24,854 | $1,752,952 | |
| 4 | PGR |
Progressive Corp/Oh/
|
7,294 | $1,593,374 | |
| 5 | ALL |
Allstate Corp
|
5,024 | $1,195,410 | |
| 6 | MKL |
Markel Group Inc.
|
488 | $953,068 | |
| 7 | AIZ |
Assurant, Inc.
|
1,581 | $424,545 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
1,976 | $423,101 |
All Filings in RLI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,894 | 49 | Shares | Defined | 2026-08-04 | |
| 2024-12-31 | $2,966 | 18 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,479 | 16 | Shares | Defined | 2024-11-18 | |
| 2024-03-31 | $6,532 | 44 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $5,857 | 44 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,979 | 44 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $6,004 | 44 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $5,848 | 44 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $5,775 | 44 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $4,504 | 44 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $5,129 | 44 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $4,867 | 44 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $4,932 | 44 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $4,411 | 44 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $4,601 | 44 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $4,909 | 44 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $4,582 | 44 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $3,684 | 44 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $3,612 | 44 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||