Position in RLI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$702,755
+$125,397 QoQ
Shares Held
11,897
+17.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#200
of 420 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in RLI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $57,906,647 across 16 Insurance - Property & Casualty names. RLI ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
74,326 | $25,325,840 | |
| 2 | ALL |
Allstate Corp
|
36,412 | $8,663,870 | |
| 3 | PGR |
Progressive Corp/Oh/
|
34,530 | $7,543,077 | |
| 4 | TRV |
Travelers Companies, Inc.
|
17,677 | $5,835,530 | |
| 5 | WRB |
Berkley W R Corp
|
30,007 | $2,116,392 | |
| 6 | CINF |
Cincinnati Financial Corp
|
8,415 | $1,557,952 | |
| 7 | LMND |
Lemonade, Inc.
|
20,857 | $1,356,747 | |
| 8 | MKL |
Markel Group Inc.
|
613 | $1,197,195 |
All Filings in RLI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,755 | 11,897 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $577,358 | 10,122 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $667,182 | 10,428 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $680,831 | 10,439 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $753,181 | 10,429 | Shares | Defined | 2025-08-13 | |
| 2023-12-31 | $679,976 | 5,108 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,706,370 | 12,557 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||