WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in RLI — Rli Corp
CIK 1812177
HIGHLAND PARK, IL
Position in RLI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$354,538
+$12,184 QoQ
Shares Held
6,002
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#246
of 423 holders
Holding Since
Mar 2020
25 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $576,060 across 2 Insurance - Property & Casualty names. RLI ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RLI |
Rli Corp
This page
|
6,002 | $354,538 | |
| 2 | ALL |
Allstate Corp
|
931 | $221,522 |
All Filings in RLI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,538 | 6,002 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $342,354 | 6,002 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $384,007 | 6,002 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $391,450 | 6,002 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $433,464 | 6,002 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $482,140 | 6,002 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $494,654 | 3,001 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $465,094 | 3,001 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $422,210 | 3,001 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $445,558 | 3,001 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $399,493 | 3,001 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $407,805 | 3,001 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $409,546 | 3,001 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $398,862 | 3,001 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $307,242 | 3,001 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $349,886 | 3,001 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $332,000 | 3,001 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $336,412 | 3,001 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $300,910 | 3,001 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $313,874 | 3,001 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $334,821 | 3,001 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $312,554 | 3,001 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $251,273 | 3,001 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $246,382 | 3,001 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $263,877 | 3,001 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||