Avior Wealth Management, LLC

Position in RLI — Rli Corp

CIK 1599868 OMAHA, NE

Position in RLI

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$477,424

-$95,708 QoQ

Shares Held

8,370

-6.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avior Wealth Management, LLC holds $4,745,081 across 6 Insurance - Property & Casualty names.

#	Ticker	Company	Shares	Value (USD)
1	WTM	White Mountains Insurance Group Ltd	619	$1,283,428
2	PGR	Progressive Corp/Oh/	4,880	$1,066,036
3	CB	Chubb Ltd	2,937	$1,000,753
4	WRB	Berkley W R Corp	7,799	$550,063
5	ALL	Allstate Corp	1,819	$432,812
6	TRV	Travelers Companies, Inc.	1,248	$411,989

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$477,424	8,370	-6.6%	Shares	Sole	2026-04-09
2025-12-31	$573,132	8,958	-16.3%	Shares	Sole	2026-01-06
2025-09-30	$697,984	10,702	0.0%	Shares	Sole	2025-11-14
2025-06-30	$772,898	10,702	0.0%	Shares	Sole	2025-07-17
2025-03-31	$859,691	10,702	+100.0%	Shares	Sole	2025-04-21
2024-12-31	$882,005	5,351	-6.5%	Shares	Sole	2025-01-17
2024-09-30	$886,795	5,722	+0.0%	Shares	Sole	2024-11-08
2024-06-30	$804,887	5,721	0.0%	Shares	Sole	2024-08-13
2024-03-31	$849,396	5,721	0.0%	Shares	Sole	2024-04-30
2023-12-31	$761,579	5,721	0.0%	Shares	Sole	2024-01-30
2023-09-30	$777,426	5,721	0.0%	Shares	Sole	2023-10-17
2023-06-30	$780,744	5,721	-28.0%	Shares	Sole	2023-07-19
2023-03-31	$1,056,368	7,948	0.0%	Shares	Sole	2023-05-10
2022-12-31	$1,043,333	7,948	0.0%	Shares	Sole	2023-02-14
2022-09-30	$813,716	7,948	+12.7%	Shares	Sole	2022-10-26
2022-06-30	$822,192	7,052	0.0%	Shares	Sole	2022-08-10
2022-03-31	$780,162	7,052	-16.4%	Shares	Sole	2022-05-13
2021-12-31	$946,124	8,440	0.0%	Shares	Sole	2022-02-14
2021-09-30	$846,278	8,440	0.0%	Shares	Sole	2021-11-02
2021-06-30	$882,739	8,440	-13.7%	Shares	Sole	2021-07-27
2021-03-31	$1,090,819	9,777	0.0%	Shares	Sole	2021-05-11
2020-12-31	$1,018,274	9,777	0.0%	Shares	Sole	2021-02-09
2020-09-30	$818,628	9,777	+12.8%	Shares	Other	2020-10-20
2020-06-30	$711,807	8,670	0.0%	Shares	Other	2020-07-02
2020-03-31	$762,353	8,670	—	Shares	Other	2020-04-01
No filing history on record for this holder in this stock.