Position in RLI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$139,168
+$4,782 QoQ
Shares Held
2,356
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#302
of 423 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $325,405 across 7 Insurance - Property & Casualty names. RLI ranks #2 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
527 | $173,973 | |
| 2 | RLI |
Rli Corp
This page
|
2,356 | $139,168 | |
| 3 | PGR |
Progressive Corp/Oh/
|
17 | $3,713 | |
| 4 | ALL |
Allstate Corp
|
15 | $3,569 | |
| 5 | LMND |
Lemonade, Inc.
|
40 | $2,602 | |
| 6 | ORI |
Old Republic International Corp
|
34 | $1,391 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
3 | $989 |
All Filings in RLI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,168 | 2,356 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $134,386 | 2,356 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $150,736 | 2,356 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $153,658 | 2,356 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $170,150 | 2,356 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $189,257 | 2,356 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $194,169 | 1,178 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $182,566 | 1,178 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $165,732 | 1,178 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $174,897 | 1,178 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $156,815 | 1,178 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $160,078 | 1,178 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $160,761 | 1,178 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $156,567 | 1,178 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $154,636 | 1,178 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $120,603 | 1,178 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $137,343 | 1,178 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $130,322 | 1,178 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $132,053 | 1,178 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||