Position in RLI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,902
+$3,819 QoQ
Shares Held
83
+336.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 420 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,048,586 across 30 Insurance - Property & Casualty names. RLI ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
4,219 | $921,640 | |
| 2 | CB |
Chubb Ltd
|
1,612 | $549,272 | |
| 3 | ALL |
Allstate Corp
|
1,427 | $339,540 | |
| 4 | TRV |
Travelers Companies, Inc.
|
894 | $295,127 | |
| 5 | SLDE |
Slide Insurance Holdings, Inc.
|
9,930 | $192,344 | |
| 6 | HCI |
HCI Group, Inc.
|
631 | $110,582 | |
| 7 | CINF |
Cincinnati Financial Corp
|
542 | $100,345 | |
| 8 | MCY |
Mercury General Corp
|
781 | $83,270 |
All Filings in RLI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,902 | 83 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,083 | 19 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,805 | 122 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $6,873 | 66 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||