Position in RLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$279,104
New position
Shares Held
4,725
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#261
of 420 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 9%
Shared 0%
None 91%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $8,247,366 across 8 Insurance - Property & Casualty names. RLI ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
1,541 | $3,009,588 | |
| 2 | CB |
Chubb Ltd
|
6,497 | $2,213,784 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,138 | $705,794 | |
| 4 | PGR |
Progressive Corp/Oh/
|
3,179 | $694,450 | |
| 5 | ALL |
Allstate Corp
|
2,644 | $629,111 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
|
22,871 | $443,011 | |
| 7 | RLI |
Rli Corp
This page
|
4,725 | $279,104 | |
| 8 | CINF |
Cincinnati Financial Corp
|
1,472 | $272,524 |
All Filings in RLI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,104 | 4,725 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||