Position in RLI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$782,323
New position
Shares Held
13,244
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#193
of 420 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 9%
Shared 0%
None 91%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $25,346,120 across 11 Insurance - Property & Casualty names. RLI ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
42,067 | $13,887,158 | |
| 2 | CB |
Chubb Ltd
|
12,711 | $4,331,146 | |
| 3 | CNA |
Cna Financial Corp
|
29,176 | $1,418,245 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,209 | $1,356,356 | |
| 5 | ALL |
Allstate Corp
|
5,366 | $1,276,786 | |
| 6 | MKL |
Markel Group Inc.
|
420 | $820,264 | |
| 7 | RLI |
Rli Corp
This page
|
13,244 | $782,323 | |
| 8 | ORI |
Old Republic International Corp
|
12,871 | $526,681 |
All Filings in RLI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,323 | 13,244 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||