Corient Private Wealth LLC

Position in RLI — Rli Corp

CIK 1948780 MIAMI, FL

Position in RLI

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$4,931,931

+$3,270,641 QoQ

Shares Held

83,493

+186.7% QoQ

Ownership

0.091%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#83

of 420 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $531,578,481 across 28 Insurance - Property & Casualty names. RLI ranks #11 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	670,755	$228,553,058
2	PGR	Progressive Corp/Oh/	484,554	$105,850,821
3	ALL	Allstate Corp	252,378	$60,050,821
4	TRV	Travelers Companies, Inc.	154,685	$51,064,612
5	CINF	Cincinnati Financial Corp	66,342	$12,282,557
6	WRB	Berkley W R Corp	129,151	$9,109,020
7	L	Loews Corp	78,999	$8,943,476
8	AIZ	Assurant, Inc.	33,284	$8,937,752

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,931,931	83,493	+186.7%	Shares	Sole	2026-08-17
2026-03-31	$1,661,290	29,125	-16.7%	Shares	Sole	2026-05-15
2025-12-31	$2,235,973	34,948	-4.7%	Shares	Sole	2026-03-09
2025-09-30	$2,391,421	36,667	+10.7%	Shares	Sole	2025-11-14
2025-06-30	$2,391,492	33,114	-2.3%	Shares	Sole	2025-09-26
2025-03-31	$2,722,062	33,886	+96.3%	Shares	Sole	2025-05-14
2024-12-31	$2,845,789	17,265	+1.2%	Shares	Sole	2025-02-10
2024-09-30	$2,645,198	17,068	+1.9%	Shares	Sole	2024-11-12
2024-06-30	$2,355,713	16,744	+0.1%	Shares	Sole	2024-08-13
2024-03-31	$2,483,457	16,727	-18.4%	Shares	Sole	2024-05-09
2023-12-31	$2,728,960	20,500	+63.8%	Shares	Sole	2024-02-09
2023-09-30	$1,701,071	12,518	+413.7%	Shares	Sole	2023-11-03
2023-06-30	$332,577	2,437	+1.7%	Shares	Sole	2023-08-10
2023-03-31	$318,452	2,396	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.