Bogart Wealth, LLC

Position in RLI — Rli Corp

CIK 1715740 MCLEAN, VA

Position in RLI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,788

+$1,796 QoQ

Shares Held

+40.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#363

of 420 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $10,669,841 across 21 Insurance - Property & Casualty names. RLI ranks #13 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORI	Old Republic International Corp	248,473	$10,167,515
2	ALL	Allstate Corp	655	$155,850
3	TRV	Travelers Companies, Inc.	239	$78,898
4	CB	Chubb Ltd	208	$70,873
5	PGR	Progressive Corp/Oh/	180	$39,321
6	L	Loews Corp	344	$38,944
7	WRB	Berkley W R Corp	440	$31,033
8	KNSL	Kinsale Capital Group, Inc.	82	$27,044

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,788	98	+40.0%	Shares	Sole	2026-07-24
2026-03-31	$3,992	70	0.0%	Shares	Sole	2026-04-28
2025-12-31	$4,478	70	+12.9%	Shares	Sole	2026-01-30
2025-09-30	$4,043	62	0.0%	Shares	Sole	2025-10-27
2025-06-30	$4,477	62	0.0%	Shares	Sole	2025-07-30
2025-03-31	$4,980	62	+100.0%	Shares	Sole	2025-05-02
2024-12-31	$5,109	31	0.0%	Shares	Sole	2025-01-30
2024-09-30	$4,804	31	0.0%	Shares	Sole	2024-10-23
2024-06-30	$4,361	31	0.0%	Shares	Sole	2024-07-31
2024-03-31	$4,602	31	0.0%	Shares	Sole	2024-04-25
2023-12-31	$4,126	31	0.0%	Shares	Sole	2024-02-07
2023-09-30	$4,212	31	0.0%	Shares	Sole	2023-10-30
2023-06-30	$4,230	31	0.0%	Shares	Sole	2023-07-31
2023-03-31	$4,120	31	—	Shares	Sole	2023-04-21
No filing history on record for this holder in this stock.