Position in RLI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$980,190
-$98,746 QoQ
Shares Held
16,594
+2.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#182
of 420 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RLI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026AE Wealth Management LLC holds $55,493,692 across 15 Insurance - Property & Casualty names. RLI ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
613,239 | $25,093,708 | |
| 2 | ALL |
Allstate Corp
|
26,054 | $6,199,271 | |
| 3 | TRV |
Travelers Companies, Inc.
|
16,535 | $5,458,516 | |
| 4 | PGR |
Progressive Corp/Oh/
|
20,265 | $4,426,868 | |
| 5 | CB |
Chubb Ltd
|
11,071 | $3,772,311 | |
| 6 | CNA |
Cna Financial Corp
|
49,457 | $2,404,101 | |
| 7 | CINF |
Cincinnati Financial Corp
|
11,357 | $2,102,623 | |
| 8 | PRCH |
Porch Group, Inc.
|
126,509 | $1,902,695 |
All Filings in RLI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $980,190 | 16,594 | Shares | Other | 2026-08-03 | |
| 2023-12-31 | $1,078,936 | 8,105 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,355,637 | 9,976 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $1,061,327 | 7,777 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,061,817 | 7,989 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,051,866 | 8,013 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $867,056 | 8,469 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $963,849 | 8,267 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $910,816 | 8,233 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $918,323 | 8,192 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $811,785 | 8,096 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,007,097 | 9,629 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,074,865 | 9,634 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $431,493 | 4,143 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $996,052 | 11,896 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,236,343 | 15,059 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,402,307 | 15,948 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||