Position in RLI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$335,222
-$1,256 QoQ
Shares Held
5,675
-3.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#250
of 420 holders
Holding Since
Sep 2023
12 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, 2026Beacon Pointe Advisors, LLC holds $74,287,115 across 16 Insurance - Property & Casualty names. RLI ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
87,379 | $29,773,520 | |
| 2 | CINF |
Cincinnati Financial Corp
|
59,811 | $11,073,408 | |
| 3 | PGR |
Progressive Corp/Oh/
|
42,790 | $9,347,475 | |
| 4 | TRV |
Travelers Companies, Inc.
|
23,383 | $7,719,195 | |
| 5 | MKL |
Markel Group Inc.
|
2,152 | $4,202,877 | |
| 6 | ALL |
Allstate Corp
|
15,461 | $3,678,790 | |
| 7 | WRB |
Berkley W R Corp
|
26,971 | $1,902,264 | |
| 8 | L |
Loews Corp
|
15,790 | $1,787,585 |
All Filings in RLI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,222 | 5,675 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $336,478 | 5,899 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $400,450 | 6,259 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $505,911 | 7,757 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $404,720 | 5,604 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $450,008 | 5,602 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $484,765 | 2,941 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $437,043 | 2,820 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $435,294 | 3,094 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $480,745 | 3,238 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $499,200 | 3,750 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $664,094 | 4,887 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||