Position in RLI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,087,108
+$488,943 QoQ
Shares Held
86,120
+6.8% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#82
of 420 holders
Holding Since
Dec 2025
3 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, 2026VestGen Advisors, LLC holds $12,234,662 across 7 Insurance - Property & Casualty names. RLI ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RLI |
Rli Corp
This page
|
86,120 | $5,087,108 | |
| 2 | CB |
Chubb Ltd
|
8,222 | $2,801,564 | |
| 3 | ALL |
Allstate Corp
|
9,626 | $2,290,410 | |
| 4 | TRV |
Travelers Companies, Inc.
|
3,170 | $1,046,480 | |
| 5 | PGR |
Progressive Corp/Oh/
|
2,293 | $500,905 | |
| 6 | TRUP |
Trupanion, Inc.
|
11,082 | $274,501 | |
| 7 | ORI |
Old Republic International Corp
|
5,711 | $233,694 |
All Filings in RLI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,087,108 | 86,120 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,598,165 | 80,613 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,578,074 | 40,295 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||