Position in RLI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$126,114
+$38,590 QoQ
Shares Held
2,135
+56.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#307
of 423 holders
Holding Since
Mar 2022
16 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, 2026Global Retirement Partners, LLC holds $14,742,891 across 35 Insurance - Property & Casualty names. RLI ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
15,304 | $5,214,684 | |
| 2 | ALL |
Allstate Corp
|
10,273 | $2,444,357 | |
| 3 | TRV |
Travelers Companies, Inc.
|
5,389 | $1,779,016 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,695 | $1,462,522 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
3,816 | $817,081 | |
| 6 | CINF |
Cincinnati Financial Corp
|
3,187 | $590,041 | |
| 7 | ORI |
Old Republic International Corp
|
11,475 | $469,557 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
970 | $319,915 |
All Filings in RLI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,114 | 2,135 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $87,524 | 1,368 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,913 | 290 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $29,610 | 410 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $23,735 | 144 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $22,472 | 145 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $20,540 | 146 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $21,528 | 145 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $19,302 | 145 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $19,704 | 145 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $17,604 | 129 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $17,544 | 132 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $918 | 7 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $716 | 7 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $816 | 7 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $774 | 7 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||