Position in RLI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$8,860
-$37,589 QoQ
Shares Held
150
-79.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#354
of 420 holders
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, 2026ELEVATION WEALTH PARTNERS, LLC holds $292,105 across 16 Insurance - Property & Casualty names. RLI ranks #10 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
239 | $81,436 | |
| 2 | ALL |
Allstate Corp
|
211 | $50,205 | |
| 3 | PGR |
Progressive Corp/Oh/
|
132 | $28,835 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
94 | $20,127 | |
| 5 | CNA |
Cna Financial Corp
|
383 | $18,617 | |
| 6 | ORI |
Old Republic International Corp
|
400 | $16,368 | |
| 7 | L |
Loews Corp
|
122 | $13,811 | |
| 8 | CINF |
Cincinnati Financial Corp
|
65 | $12,034 |
All Filings in RLI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,860 | 150 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $46,449 | 726 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||