Pathstone Holdings, LLC

Position in RLI — Rli Corp

CIK 2011612 ENGLEWOOD, NJ

Position in RLI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,064,854

+$172,293 QoQ

Shares Held

18,027

+15.2% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#171

of 420 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 75% Shared 0% None 25%

Financial Services · as of Jun 30, 2026

Pathstone Holdings, LLC holds $150,022,192 across 24 Insurance - Property & Casualty names. RLI ranks #18 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	103,032	$35,107,122
2	PGR	Progressive Corp/Oh/	140,364	$30,662,514
3	TRV	Travelers Companies, Inc.	50,579	$16,697,138
4	ALL	Allstate Corp	56,841	$13,524,747
5	MKL	Markel Group Inc.	4,065	$7,938,985
6	L	Loews Corp	64,241	$7,272,722
7	THG	Hanover Insurance Group, Inc.	26,425	$5,658,119
8	CINF	Cincinnati Financial Corp	22,775	$4,216,562

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,064,854	18,027	+15.2%	Shares	Sole	2026-08-13
2026-03-31	$892,561	15,648	+25.1%	Shares	Sole	2026-05-11
2025-12-31	$800,581	12,513	-3.9%	Shares	Defined	2026-02-13
2025-09-30	$848,837	13,015	-3.5%	Shares	Defined	2025-11-13
2025-06-30	$973,669	13,482	-38.7%	Shares	Sole	2025-08-12
2025-03-31	$1,767,339	22,001	+226.1%	Shares	Defined	2025-05-15
2024-12-31	$1,111,942	6,746	-9.3%	Shares	Defined	2025-02-14
2024-09-30	$1,152,275	7,435	+3.0%	Shares	Sole	2024-11-07
2024-06-30	$1,015,218	7,216	+8.5%	Shares	Sole	2024-08-14
2024-03-31	$987,473	6,651	+2.6%	Shares	Defined	2024-05-13
2023-12-31	$862,750	6,481	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.