Position in RLI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,238,221
+$83,707 QoQ
Shares Held
37,891
+0.3% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#117
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)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $31,556,876 across 11 Insurance - Property & Casualty names. RLI ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
43,156 | $9,427,428 | |
| 2 | TRV |
Travelers Companies, Inc.
|
14,064 | $4,642,807 | |
| 3 | WRB |
Berkley W R Corp
|
64,538 | $4,551,865 | |
| 4 | CB |
Chubb Ltd
|
13,199 | $4,497,427 | |
| 5 | CINF |
Cincinnati Financial Corp
|
14,835 | $2,746,551 | |
| 6 | RLI |
Rli Corp
This page
|
37,891 | $2,238,221 | |
| 7 | ORI |
Old Republic International Corp
|
41,125 | $1,682,835 | |
| 8 | ALL |
Allstate Corp
|
3,235 | $769,735 |
All Filings in RLI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,238,221 | 37,891 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,154,514 | 37,772 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,692,406 | 42,082 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,977,470 | 30,320 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,163,422 | 29,956 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,939,648 | 24,146 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,079,330 | 12,615 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,281,460 | 14,721 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,775,367 | 12,619 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,885,272 | 12,698 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,687,162 | 12,674 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,805,162 | 13,284 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,832,109 | 13,425 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,810,632 | 13,623 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,035,472 | 15,506 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,530,273 | 14,947 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,651,380 | 14,164 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,103,202 | 9,972 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,688,450 | 15,062 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,486,402 | 14,824 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,533,812 | 14,665 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,466,587 | 13,145 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $569,700 | 5,470 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||