Position in RLI
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$684
-$1,107 QoQ
Shares Held
12
-57.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Bell Investment Advisors, Inc holds $454,834 across 15 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
328 | $111,762 | |
| 2 | TRV |
Travelers Companies, Inc.
|
234 | $77,248 | |
| 3 | L |
Loews Corp
|
613 | $69,397 | |
| 4 | ALL |
Allstate Corp
|
284 | $67,574 | |
| 5 | PGR |
Progressive Corp/Oh/
|
260 | $56,797 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
8 | $16,587 | |
| 7 | MKL |
Markel Group Inc.
|
7 | $13,671 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
63 | $13,489 |
All Filings in RLI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $684 | 12 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,791 | 28 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||