JFS WEALTH ADVISORS, LLC

Position in RLI — Rli Corp

CIK 1568068 HERMITAGE, PA

Position in RLI

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,653

-$514 QoQ

Shares Held

-26.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#390

of 420 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $2,008,939 across 26 Insurance - Property & Casualty names. RLI ranks #18 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	2,783	$662,187
2	ORI	Old Republic International Corp	11,157	$456,544
3	TRV	Travelers Companies, Inc.	1,192	$393,503
4	CB	Chubb Ltd	442	$150,607
5	WRB	Berkley W R Corp	2,028	$143,034
6	PGR	Progressive Corp/Oh/	229	$50,025
7	MKL	Markel Group Inc.	17	$33,201
8	L	Loews Corp	231	$26,151

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,653	28	-26.3%	Shares	Sole	2026-07-10
2026-03-31	$2,167	38	-54.8%	Shares	Sole	2026-04-21
2025-12-31	$5,374	84	+27.3%	Shares	Sole	2026-01-14
2025-09-30	$4,304	66	0.0%	Shares	Sole	2025-11-10
2025-06-30	$4,766	66	0.0%	Shares	Sole	2025-07-24
2025-03-31	$5,301	66	+100.0%	Shares	Sole	2025-04-22
2024-12-31	$5,439	33	0.0%	Shares	Sole	2025-01-31
2024-09-30	$5,114	33	+3.1%	Shares	Sole	2024-10-25
2024-06-30	$4,502	32	0.0%	Shares	Sole	2024-07-15
2024-03-31	$4,751	32	-3.0%	Shares	Sole	2024-04-30
2023-12-31	$4,392	33	+3.1%	Shares	Sole	2024-02-07
2023-09-30	$4,348	32	0.0%	Shares	Sole	2023-11-02
2023-06-30	$4,367	32	-3.0%	Shares	Sole	2023-08-07
2023-03-31	$4,386	33	0.0%	Shares	Sole	2023-04-19
2022-12-31	$4,331	33	-2.9%	Shares	Sole	2023-02-13
2022-09-30	$3,480	34	-15.0%	Shares	Sole	2022-10-21
2022-06-30	$4,663	40	+81.8%	Shares	Sole	2022-08-02
2022-03-31	$2,433	22	+175.0%	Shares	Sole	2022-05-02
2021-12-31	$896	8	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.