Independent Advisor Alliance

Position in RLI — Rli Corp

CIK 1696899 CHARLOTTE, NC

Position in RLI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$387,026

+$13,969 QoQ

Shares Held

6,552

+14.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#237

of 420 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Independent Advisor Alliance holds $13,285,014 across 11 Insurance - Property & Casualty names. RLI ranks #8 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	13,499	$3,211,951
2	PGR	Progressive Corp/Oh/	9,514	$2,078,333
3	CB	Chubb Ltd	5,335	$1,817,847
4	CINF	Cincinnati Financial Corp	9,183	$1,700,139
5	TRV	Travelers Companies, Inc.	4,576	$1,510,628
6	WRB	Berkley W R Corp	18,538	$1,307,484
7	MKL	Markel Group Inc.	247	$482,393
8	RLI	Rli Corp This page	6,552	$387,026

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$387,026	6,552	+14.5%	Shares	Sole	2026-08-12
2025-09-30	$373,057	5,720	-84.5%	Shares	Sole	2025-11-04
2025-06-30	$2,656,684	36,786	+3.2%	Shares	Sole	2025-08-11
2025-03-31	$2,863,121	35,642	+99.4%	Shares	Sole	2025-05-12
2024-12-31	$2,945,676	17,871	+5.3%	Shares	Sole	2025-02-07
2024-09-30	$2,631,404	16,979	+0.6%	Shares	Sole	2024-11-13
2024-06-30	$2,373,721	16,872	+4.3%	Shares	Sole	2024-08-12
2024-03-31	$2,400,908	16,171	+1.8%	Shares	Sole	2024-05-08
2023-12-31	$2,115,543	15,892	+4.1%	Shares	Sole	2024-02-08
2023-09-30	$2,074,224	15,264	+5.9%	Shares	Sole	2023-10-24
2023-06-30	$1,966,805	14,412	-5.3%	Shares	Sole	2023-07-28
2023-03-31	$2,023,687	15,226	+4.3%	Shares	Sole	2023-05-12
2022-12-31	$1,915,754	14,594	+32.8%	Shares	Sole	2023-02-13
2022-09-30	$1,125,053	10,989	+6.1%	Shares	Sole	2022-11-04
2022-06-30	$1,207,289	10,355	—	Shares	Sole	2022-08-04
No filing history on record for this holder in this stock.