Position in RLI
as of Mar 31, 2026
· filed Jul 27, 2026
Position Value
$171
New position
Shares Held
3
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $113,452 across 15 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
158 | $34,515 | |
| 2 | CB |
Chubb Ltd
|
70 | $23,851 | |
| 3 | TRV |
Travelers Companies, Inc.
|
68 | $22,448 | |
| 4 | ALL |
Allstate Corp
|
50 | $11,897 | |
| 5 | WRB |
Berkley W R Corp
|
85 | $5,995 | |
| 6 | CINF |
Cincinnati Financial Corp
|
25 | $4,628 | |
| 7 | L |
Loews Corp
|
38 | $4,301 | |
| 8 | MKL |
Markel Group Inc.
|
1 | $1,953 |
All Filings in RLI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $171 | 3 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||