Position in RLI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,244
+$990 QoQ
Shares Held
38
+72.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#384
of 424 holders
Holding Since
Mar 2025
6 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, 2026Cornerstone Planning Group LLC holds $306,197 across 21 Insurance - Property & Casualty names. RLI ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
336 | $73,399 | |
| 2 | TRV |
Travelers Companies, Inc.
|
208 | $68,664 | |
| 3 | CB |
Chubb Ltd
|
170 | $57,925 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
58 | $19,128 | |
| 5 | LMND |
Lemonade, Inc.
|
250 | $16,262 | |
| 6 | ALL |
Allstate Corp
|
68 | $16,179 | |
| 7 | AFG |
American Financial Group Inc
|
92 | $12,874 | |
| 8 | L |
Loews Corp
|
103 | $11,660 |
All Filings in RLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,244 | 38 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,254 | 22 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,535 | 24 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $15,718 | 241 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $577 | 8 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $240 | 3 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||