Position in RLI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$945
-$4,074 QoQ
Shares Held
16
-81.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 420 holders
Holding Since
Dec 2025
3 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, 2026CVA Family Office, LLC holds $1,483,642 across 20 Insurance - Property & Casualty names. RLI ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,218 | $415,021 | |
| 2 | PGR |
Progressive Corp/Oh/
|
1,295 | $282,892 | |
| 3 | TRV |
Travelers Companies, Inc.
|
773 | $255,182 | |
| 4 | ALL |
Allstate Corp
|
849 | $202,011 | |
| 5 | WRB |
Berkley W R Corp
|
918 | $64,746 | |
| 6 | CINF |
Cincinnati Financial Corp
|
317 | $58,689 | |
| 7 | L |
Loews Corp
|
511 | $57,850 | |
| 8 | MKL |
Markel Group Inc.
|
26 | $50,778 |
All Filings in RLI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945 | 16 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,019 | 88 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $511 | 8 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||