Position in RLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$616,748
-$51,246 QoQ
Shares Held
10,441
-10.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#211
of 420 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RLI Over Time
Shares Held
Position Value (USD)
Derivatives in RLI
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$340,588
PutShares
4,588
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $858,394 across 2 Insurance - Property & Casualty names. RLI ranks #1 (71.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RLI |
Rli Corp
This page
|
10,441 | $616,748 | |
| 2 | TRV |
Travelers Companies, Inc.
|
732 | $241,646 |
All Filings in RLI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,748 | 10,441 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $667,994 | 11,711 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $667,374 | 10,431 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $398,819 | 6,115 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $436,713 | 6,047 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $297,702 | 3,706 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $305,429 | 1,853 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $287,177 | 1,853 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $260,698 | 1,853 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $340,588 | 2,294 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $329,205 | 2,473 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $337,007 | 2,480 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $340,764 | 2,497 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $331,875 | 2,497 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $325,549 | 2,480 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $258,611 | 2,526 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $303,600 | 2,604 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $313,082 | 2,830 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $317,243 | 2,830 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $283,764 | 2,830 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $295,989 | 2,830 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $315,743 | 2,830 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $274,331 | 2,634 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||