Position in RLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$240,533
-$85,165 QoQ
Shares Held
4,072
-28.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#280
of 420 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $102,619,996 across 28 Insurance - Property & Casualty names. RLI ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
121,587 | $41,429,554 | |
| 2 | ALL |
Allstate Corp
|
138,442 | $32,940,889 | |
| 3 | PGR |
Progressive Corp/Oh/
|
33,131 | $7,237,466 | |
| 4 | TRV |
Travelers Companies, Inc.
|
21,555 | $7,115,736 | |
| 5 | MKL |
Markel Group Inc.
|
3,164 | $6,179,323 | |
| 6 | WRB |
Berkley W R Corp
|
29,364 | $2,071,042 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
5,461 | $1,801,092 | |
| 8 | CINF |
Cincinnati Financial Corp
|
5,016 | $928,662 |
All Filings in RLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,533 | 4,072 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $325,698 | 5,710 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $351,826 | 5,499 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $316,643 | 4,855 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $351,422 | 4,866 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $373,695 | 4,652 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $382,405 | 2,320 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $358,158 | 2,311 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $271,672 | 1,931 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $290,110 | 1,954 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $279,152 | 2,097 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $233,594 | 1,719 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $203,203 | 1,489 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $205,478 | 1,546 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $132,713 | 1,011 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $51,804 | 506 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $58,994 | 506 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $66,599 | 602 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $104,925 | 936 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $79,313 | 791 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $82,730 | 791 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $88,251 | 791 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $61,865 | 594 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $49,735 | 594 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $24,465 | 298 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $11,342 | 129 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||