Simplicity Wealth,LLC

Position in RLI — Rli Corp

CIK 1913243 SUMMIT, NJ

Position in RLI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$794,314

New position

Shares Held

13,447

first reported quarter

Ownership

0.015%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#192

of 420 holders

Holding Since

Jun 2026

1 quarter on record

Financial Services · as of Jun 30, 2026

Simplicity Wealth,LLC holds $4,610,405 across 6 Insurance - Property & Casualty names. RLI ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	7,018	$1,533,082
2	RLI	Rli Corp This page	13,447	$794,314
3	ALL	Allstate Corp	3,321	$790,198
4	WRB	Berkley W R Corp	8,351	$588,996
5	CB	Chubb Ltd	1,456	$496,117
6	TRV	Travelers Companies, Inc.	1,235	$407,698

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$794,314	13,447	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.