Position in RLI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,711
New position
Shares Held
30
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $1,057,519 across 13 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,743 | $593,909 | |
| 2 | TRV |
Travelers Companies, Inc.
|
489 | $161,427 | |
| 3 | MKL |
Markel Group Inc.
|
50 | $97,650 | |
| 4 | PGR |
Progressive Corp/Oh/
|
382 | $83,447 | |
| 5 | ALL |
Allstate Corp
|
263 | $62,577 | |
| 6 | CINF |
Cincinnati Financial Corp
|
83 | $15,366 | |
| 7 | WRB |
Berkley W R Corp
|
214 | $15,093 | |
| 8 | ORI |
Old Republic International Corp
|
183 | $7,488 |
All Filings in RLI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,711 | 30 | Shares | Other | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||