Position in RLI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,927
+$375 QoQ
Shares Held
185
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#349
of 420 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RLI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $117,202,814 across 14 Insurance - Property & Casualty names. RLI ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
225,744 | $76,920,010 | |
| 2 | CINF |
Cincinnati Financial Corp
|
133,410 | $24,699,527 | |
| 3 | TRV |
Travelers Companies, Inc.
|
36,959 | $12,200,905 | |
| 4 | ALL |
Allstate Corp
|
9,636 | $2,292,789 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,405 | $306,922 | |
| 6 | L |
Loews Corp
|
2,613 | $295,817 | |
| 7 | PLMR |
Palomar Holdings, Inc.
|
1,423 | $179,852 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
396 | $130,604 |
All Filings in RLI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,927 | 185 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,552 | 185 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,644 | 182 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,870 | 182 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $13,144 | 182 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $20,243 | 252 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $20,768 | 126 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $19,527 | 126 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $17,726 | 126 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $18,707 | 126 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $16,773 | 126 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,122 | 126 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $17,195 | 126 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $16,746 | 126 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $16,540 | 126 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $12,899 | 126 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $20,403 | 175 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||