OneDigital Investment Advisors LLC

Position in RLI — Rli Corp

CIK 1690370 OVERLAND PARK, KS

Position in RLI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,070,171

+$702,948 QoQ

Shares Held

18,117

+181.4% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#171

of 423 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $12,836,966 across 10 Insurance - Property & Casualty names. RLI ranks #5 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	8,054	$2,744,319
2	TRV	Travelers Companies, Inc.	6,695	$2,210,153
3	PGR	Progressive Corp/Oh/	10,028	$2,190,616
4	ALL	Allstate Corp	7,598	$1,807,868
5	RLI	Rli Corp This page	18,117	$1,070,171
6	CINF	Cincinnati Financial Corp	4,202	$777,958
7	WRB	Berkley W R Corp	9,539	$672,785
8	MKL	Markel Group Inc.	343	$669,882

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,070,171	18,117	+181.4%	Shares	Sole	2026-08-07
2026-03-31	$367,223	6,438	-5.8%	Shares	Sole	2026-05-08
2025-12-31	$437,495	6,838	+0.6%	Shares	Sole	2026-02-13
2025-09-30	$443,235	6,796	-0.5%	Shares	Sole	2025-11-10
2025-06-30	$493,190	6,829	-2.4%	Shares	Sole	2025-08-07
2025-03-31	$562,229	6,999	+132.0%	Shares	Sole	2025-04-29
2024-12-31	$497,292	3,017	-19.0%	Shares	Sole	2025-02-13
2024-09-30	$576,990	3,723	+2.6%	Shares	Sole	2024-11-06
2024-06-30	$510,423	3,628	+1.9%	Shares	Sole	2024-08-02
2024-03-31	$528,404	3,559	+1.9%	Shares	Sole	2024-05-10
2023-12-31	$464,721	3,491	-3.3%	Shares	Sole	2024-02-13
2023-09-30	$490,834	3,612	-0.1%	Shares	Sole	2023-11-14
2023-06-30	$493,202	3,614	+2.3%	Shares	Sole	2023-08-07
2023-03-31	$469,703	3,534	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.